Opening a task

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Experience Manager 6.2 Forms User Guide
Applies to: Experience Manager 6.2 Forms

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If the AEM Forms app syncs with an AEM Forms Workflow (AEM Forms JEE) server, you can work with tasks assigned to you. Tasks are steps in the Workflow defined in workbench. For example, see Conard gets the assessment task in the Geometrixx Gov reference site.  You can make changes to any task that is currently assigned to you. All the tasks are available in the Task tab. Tasks saved as drafts remain in tasks tab. 

Other forms are saved as draft in the Drafts tab. See Saving a draft.

To open a task

  1. Tap on the task in the task list.

    When you select a task, the description of the task, as set in Workbench, is displayed below the task name. After the description the user action / actions associated with the task is displayed.

    • If a task has actions associated with it, tapping the horizontal ellipsis next to the task on your home screen displays the actions. 

    • If the process designer does not associate any action with a task, the default action associated with the task is Complete.

  2. Tap the task to open it.

    You can tap View Summary to view additional instructions specified in the Workbench process.