Complete a Work Activity (Checklist Process)

To complete a work activity (checklist process), follow the steps below.

  1. Go to Web App > Navigation Menu > <Process Name>.
    checklistprocess 1
    Note:

    The sample process shown in the screenshot is a test process created for documentation purposes. In your system, you will see your own processes instead. Click on the desired process to proceed.

  2. Click the Hide Metrics button.
    Completea Work Action Checklist Process 5
  3. Optional: Click the Filters button and apply the required filter to find the work that you want to complete.
    Modify Work 2
    .
  4. Under the View column, click the eye icon of the work you want to complete.
    Completea Work Action Checklist Process 2
  5. Click the work activity that you want complete.
    Completea Work Action Checklist Process 3
  6. Fill in the form and click Save button.
    Completea Work Action Checklist Process 4
  7. Optional: Similarly, complete other assigned activities until the work gets completed, if any.