The “Todo” task
To complete:
- Select the desired task
- Click on
The “Document Request” tasks
To complete:
- Select the desired task
- Either no document is to be filed :
- Click on “Marked as not applicable”
- Or documents are to be uploaded
- Drag and drop documents into the space provided
- Or click to open the file explorer
- Click on
The documents will then be automatically archived in the Documents application or sent to Image depending on the task settings.
The “Question” tasks
- Select the desired task
- Indicate the answer
- Click on
Blocked tasks
Be careful, a task can be blocked by other tasks. It is then represented by a padlock . This means that as long as the tasks blocking it are not closed, it cannot be carried out.
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