View My Open Tasks

One of the most critical aspects of Procify is executing manual tasks within a workflow. While automated tasks run seamlessly in the background, workflows cannot progress unless the manual tasks are completed.

You can access your assigned tasks from:

• The Homepage: Under the "My Tasks" section, you will find all open tasks awaiting for your input.
• The Tasks page: On this page, you can get an overview of all tasks assigned to you, including those you have completed or canceled.

To work on a task, you can click on it from either the Homepage or the Tasks page, and get redirected to the task’s details page, where you can review the input needed. Depending on the task type and how it was set up, the info required will be different.

By default, the Tasks page showcases all open tasks assigned to you, helping you quickly identify pending work. However, you can apply filters to refine the list and view specific tasks, based on their status (e.g., completed, canceled), the date they were created or completed, or find tasks assigned to other members of the platform, for example.

The Tasks page ensures that manual tasks are efficiently managed, keeping workflows moving smoothly.