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Overview
This document details the methods for locating and reviewing the current status within the review process for a submitted task, providing transparency to see where a task is at any given time, who has completed their approvals, actions, or to-dos, and identifying the next person responsible for action.
- The first section, Accessing the View Details Page, addresses how users can learn to whom an open task is routed to immediately after submission.
- The second section, Accessing the My Tasks Archive, describes how to find the current status of a submitted task at any point during the workflow and/or approval process.
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Icons Referred to in This Document
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Accessing the View Details Page
Once a user successfully completes a task, Workday displays a pop up message with a link to the View Details page, which provides both a record of the task submission, as well as the next steps required (if applicable) for the process.
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- Up Next – lists the next approver in the process.
- Details and Processes – provides additional task information when expanded by selecting the down arrow next to the section name.
- Details tab – provides an overview of a user's completed step in a process.
- Process tab – shows completed and upcoming steps in the process.
- Remaining Process button – lists all remaining steps prior to completion of the task.
Accessing My Tasks Archive to Check Submitted Task Status
The Archive section of My Tasks allows users to check the status of an in-progress or completed tasks that has been submitted.
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