Vault streamlines processes through workflows. Your tasks are the direct result of these workflows.
To complete a task:
Navigate to your Home tab and click the link in the task.
Review the instructions in the banner at the top of the screen to learn what actions you need to take for the task.
Some tasks are assigned to a group of users, but only one user needs to complete it. In that case, click Accept to indicate that you will perform the task.
The completion criteria for each task are different, depending on the task type.
Important Always review the information provided on the task record to ensure you’ve followed all instrutions.Click Complete.
You may be asked to provide a verdict, enter comments, and/or provide your esignature. Follow the insructions provided. Then click Complete.
