Take Assignment and Complete a Task

To take assignment for a task and complete it now, do the procedure in this topic.

Prerequisites

  • The task is assigned to a pool of users.
  • The task does not require you to enter any information in the form.

Good to Know

  • When the procedure is complete, it does not show in your My Tasks tab.
  • If you open an eForms task from SharePoint or Salesforce, you do not need to log on to the NX Portal.

How to Start

  1. Do one of these:
    • ​In AgilePoint NX, click Work Center.
    • In SharePoint, go to the AgilePoint NX Dashboard.
    • In Salesforce, click the AgilePoint Dashboard tab.
  2. Click the My Tasks or In Queue tab.
  3. Click your task name.

Procedure

  1. On the task option list, click Take Assignment and Complete Task Take Assignment and Complete Task icon.
  2. On the Take Assignment and Complete screen, click Take Assignment and Complete.