Work with Tasks

Tasks let you manage human actions that are part of your automated workflows — such as approving a request, reviewing a document, or verifying extracted data before the workflow continues. Without this feature, workflows that need human judgment would have no structured way to pause, collect input, and resume. The Tasks module brings together pending tasks, task history, reusable templates, and document metadata into a single menu accessible to all users based on their role and permissions. Admins can create templates and configure document metadata, while all users can view and act on pending tasks and review history. This ensures that human-in-the-loop steps are handled consistently, tracked for audit, and completed on time.

For details about working with tasks, see:

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

Note

• 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.