Take Assignment and Open a Task (Classic Work Center)

Prerequisites

• The task is assigned to a pool of users.
• On the Work Center > Common Settings tab , set Default Work Center Version to Classic.

Good to Know

• If you open an eForms task from SharePoint or Salesforce, you do not need to log on to the AgilePoint NX Portal.

How to Start

1. Click Work Center.

   
   
   

2. Click Inbox.

   
   
   

3. Click the In Queue tab.

   
   
   

1. On the In Queue tab, click [Task Name] > Take Assignment And Open.

   
   
   

2. On the Take Assignment screen, click Take Assignment.

   
   
   

   The task moves from the In Queue tab to the My Tasks tab.

   
   
   

   The eForm opens in a new tab or window in the web browser.