Completing a Workflow Task

FIGURE 7-7 The Workflow Information area shows you the tasks in the current workflow and gives you information about the history of items in the list.

When you finish a task that is part of the workflow, you can mark it as completed by clicking the list name in the left navigation panel. In the displayed list, select the check box of the item you’ve finished and click the arrow that appears to the right of the task name. A list of options appears, as shown in Figure 7-8. Click Edit Item.

FIGURE 7-8 Click Edit Item to display the settings you need to mark a task as complete.

In the task window (similar to the one shown in Figure 7-9), click the issue and choose the option that shows the task has been completed. Scroll down and click Save to save the change. The window closes, and the task list is redisplayed, with the task status updated to show the task has been completed.

FIGURE 7-9 Change the Issue Status setting to show that the task has been completed.

Tip You can also display the task window so that you can change Issue Status by clicking Edit Item in the Manage group of the List Tools Items tab.

As workflow tasks are completed, SharePoint Online notifies the team members involved in the next stage of the process by sending email messages (if you selected that option when you were creating the workflow). At any time in the process, you can click Outlook at the top of the Office 365 window to view your email and see whether any notifications have been received.

Depending on the information you said you wanted to include in the notification, the email message might include only the link to the next task, or it might include a custom message, the task title, and other information you might need to display and complete the task. (See Figure 7-10.)