Complete a workflow task

Depending on the workflow for which you have been assigned a task, there are different tasks you might be asked to complete and there are several ways in which you can complete these workflow tasks.

What do you want to do?


Learn more about completing workflow tasks

The action that you perform or the information that you provide to complete a workflow task varies depending on what the workflow is designed to do and how it was customized when it was added to the list, library, or content type for the item. For example:

  • An Approval workflow may ask you to approve or reject an item.
  • A Collect Feedback workflow may ask you to review a document.
  • A Collect Signatures workflow may ask you to sign a document

Other workflows may ask you to complete other tasks. You may also have the option to reassign your task or request changes to the workflow item. Finally, in some cases, the act of completing a workflow task may even generate another task in the workflow.

 Note    The task may be assigned by a custom workflow or by a customized version of one of the standard workflows. If necessary, check with the person who started or created the workflow for more information on how to proceed.

For more information about how to complete a workflow task for one of the predefined workflows, see the links in the See Also section.

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Complete a workflow task

  1. Locate the appropriate workflow task. There are several ways to do this:
  • In a task list    Open the Tasks list for the site, and then click the List tab of the ribbon. In the Manage Views group, select My Tasks in the Current View box.

 Note    If the workflow does not use the default Tasks list, your workflow task may not appear in the Tasks list. To locate your workflow task, go to the list or library where the workflow item is saved. Point to the name of the task that you want to complete, click the arrow that appears, and then click Workflows. On the Workflow Status page, under Running Workflows, click the name of the workflow in which you are a participant. Under Tasks, locate your workflow task.

  • In an e-mail task-notification message    For example:

Task notification with Please Approve text called out

  • In a Word document on the Message Bar    For example:

Item to be reviewed with Please Review text called out

  • On the Workflow Status page, in the Tasks list    For example:

Task in Workflow Status page list with Please Review called out

  1. Point to the title of the task that you want to complete until the text appears underlined, and then click the title.
  2. In the form that appears, type or select the information that is requested to complete the task.
  3. Finally, click Approve, Reject, Send Feedback, or OK as appropriate.

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Applies to:
SharePoint Online Enterprise (E1), SharePoint Online Enterprise (E3 & E4), SharePoint Online Midsized Business, SharePoint Online operated by 21Vianet - Enterprise (E1 & E2), SharePoint Online operated by 21Vianet - Enterprise (E3 & E4), SharePoint Online operated by 21Vianet - Midsized Business, SharePoint Online operated by 21Vianet - Small Business, SharePoint Online Small Business, SharePoint Server 2013 Enterprise