Quick reference guide

Work a task from your inbox

By the end you will have read a task's payload and recorded a decision that moves the workflow on.

About 4 minutes

Before you start

The Admin or Use role. Reporting cannot open the task inbox at all, because tasks are for people who actively run work.
A running instance that has reached a human step. Until it does, your inbox is empty and there is nothing to act on.

The steps

A task worked end to end in the Hartwell demo workspace, which is example data: filter the run list, open the instance, fill the fields the step asks for, and complete it.

The Dave task inbox. A table lists tasks with columns for the task and its type, its status, the workflow it belongs to, the assignee and a due date. Rows show human review and user interaction tasks, some assigned and some completed. A status filter sits in the top right.

The task inbox, filtered to all statuses. Demo workspace with example data.

Where to go next

Watch the run you just moved on
Build a workflow with review steps

Adapted from the in-product help centre, which stays the fuller reference. For how to raise anything this guide does not cover, see the Support Hub.

Complete a Workflow Task in Dave: A Quick Reference Guide | Dave