To perform a task:

1. In your Inbox, open the task by clicking its name.

2. On the Info tab, do these:

   1. The Info tab might display a form customized to a particular task in your organization. If so, enter the appropriate information. Ask your administrator for details.

      If the Info tab includes a link for creating a new form for the next user in the task, click the link, and follow the instructions on the screen.

   2. To perform operations on attached files, use the standard procedures for those operations.

   3. To attach additional files, click Add Attachments, select the files, and click OK. For detailed steps see Locate an item in a selection dialog box.

   4. If the Time, and Cost fields appear, record your time, and cost to perform the task.

3. In the Comments tab, add comments as follows:

   1. Click Add or Edit.

   2. In the Comment field, type a comment.

   3. If these options appear, select one:

      • For subsequent recipients

        Sends the comment to all users performing all future tasks in the workflow.

      • For next recipients only

        Sends the comment only to the users performing the next task in the workflow.

   4. Click OK.

   5. Repeat these steps for as many comments as needed. To remove a comment, click Remove.

4. Select the Progress tab to view task’s history.

5. Do one of these:

   • To mark the task as finished, see Complete a task.

   • To close the task without marking it as finished, click Close.

     The task closes. You can reopen it to mark it as finished at a later time. When you are ready to mark the task as finished, see Complete a task.