Complete a Task

Last Updated: May 14, 2026

Business Process workflows help you complete work that moves through a defined set of steps, such as submissions, reviews, approvals, and follow-up actions. Completing assigned tasks moves the workflow forward.

Key Points

Review the following key points:

  • Business Process workflows route work to the right people at the right time.
  • Workflow steps can include requests for information, reviews, approvals, and signatures.
  • Track what needs your attention and what you sent to others on the Home page.

Requirements

To participate in a Business Process workflow, you need the following:

  • Access to Vasion Automate with Workflow features turned on for your account.
  • A workflow task assigned to you that is either awaiting submission, approval, or your signature.

Open a Task

From the Vasion Automate Home page, select the View Approval button for the task you need to complete.

Vasion Automate showing "Home" page.

Approve or Reject a Task

After the task opens, review the document, and select a button on the right side. The default buttons are Approve and Reject but might have been configured to show other text.

Select the Approve or Reject button. Enter a comment if required.

Vasion Automate showing workflow task and "Approve" and "Reject" buttons.

Next Steps

Refer to the following: