Take the Assignment and Open a Task

Prerequisites

• The task is assigned to a pool of users.

Good to Know

• 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 Open Task .
2. On the Take Assignment screen, click Take Assignment.