Signing Off a Task

In this tutorial you will learn how to sign off a Task and how it affects the Task's flow through Departments

Step-by-Step Guide

Tasks

Step 1

Go to Task List

To start, you'll need to go to the Task you wish to sign off. To do this, go to the Task List page

Step 2

(Optional) Refine by Department

On the task list page, you have the option to refine your Task List with various filters. You can use the Department filter to refine by only departments relevant to this sign off - if you wish

Step 3

Select a Task

Once you have found the Task you wish to Sign Off, click that Task

Step 4

See current Department

Now you are on the Task page, you can see which Department this task is currently on, by looking at the 'Information' section at the right of the page. After signing this task off, the Department will change.

Step 5

Click the 'Sign Off' button

At the top of the page there is a 'Sign Off' button, click this to sign the task off

Step 6

Task Sign Off Popup

A popup will then appear with information about the Sign Off. Here you will see which department the task is currently on, and which department it will be moved to after it has been signed off. Clicking the "I'm Sure" button in the bottom right of the popup will then make this change.