Complete a Task

Completing a task marks it with a Completed status .

A task can be completed by any of the following actions:

Select and Complete on the Tasks grid.
Select and Complete for a specific task on the Transaction Summary page.
Select on the Task Details page.
Select while performing a bulk operation on the Tasks grid or Transaction Summary page.

A task can be completed when any of the following conditions occur:

The task is assigned to the current user, and the user is assigned to the required workflow role to complete the task. Workflow role(s) can be assigned to users by a financial institution’s Vanceo administrator.
The task is assigned to a different user than the current user, and the current user is assigned the Claim Assigned Tasks permission in Security Administration, and the current user is assigned the necessary workflow role to complete the task.
The task is not currently assigned to a user, the current user is assigned the Claim Unassigned Tasks permission in Security Administration, and is assigned to the necessary workflow role to complete the task.