Work with Tasks

Use AE's Tasks feature to perform actions such as approving the task, view assigned task, or reviewing a document. You can also see request history. The Tasks menu is available to all users, but the options you see may vary based on your role and permissions.

For details about working with tasks, see:

• Work with Pending Tasks
• Work with task History
• Work with task Templates
• Document Metadata

Notes:

• All users can view Pending Tasks and History.
• Reject-Repair and DocEdge Plugins are compatible from 8.2.0 onwards only.
• Access to Templates and Document Metadata is restricted to users with Admin role only.

Known issue:

In the Approval or Reject/Repair action process, there is no distinction between positive and negative scenarios at the button level. For example, if the user sets a wrong value at runtime, which is not specified in the template, in such cases. user will be prompted to select valid values from controls like Radio Button/ Drop-down irrespective of whether the button is performing a Discard action or an Approval/Send Mail Action.