Complete, approve, or reject tasks

1. Open the task in the My work tab.
2. If the task is in the Pool, tap Claim first. If you want to hand the task back, select Release.
3. Complete the action based on the task type:
   • Form steps: Fill in the fields (for photo, location and barcode fields, see Photo, location and barcode fields in forms), move between steps with Next, and tap Submit on the last step.
   • Steps without a form: Tap Mark as completed.
   • Approval steps: Approve or reject. When you reject, you’re asked to write a reason.

After your action, the process moves on to the next step and the person responsible for it.

Other actions

• Reassign: Passes the task to another person.
• Escalate: Sends the task to a higher-level manager.

Unsaved form

If you leave while filling in a form, what you entered is saved. When you reopen the task, an Unsaved form notice appears; you can choose Continue or Start over.

• An unsaved form is only kept on that device; it doesn’t appear on your other devices. On Flowsy Web it’s kept for 14 days and deleted when you sign out.
• It’s deleted when you submit or reject the form, release the task to the pool or reassign it. It’s also deleted if the task is completed somewhere else.

Waiting period

On some steps, decisions may be locked until a certain time. The task then shows a Waiting period in progress banner with when the decision buttons will open.

People with permission to advance waiting steps can use Change time on the banner in the desktop app and Flowsy Web to change when it opens, or Unlock to open the decisions right away. Form data already entered is kept.

Seeing where the process is

The Process flow section on the task screen shows which steps the process has gone through and where it is now.