Complete assigned tasks from the CAD plugin

Any project and business process tasks that have been assigned to you, your role, or your team (of which you're a member) on the project you have selected to work with can be seen in the My Assignments view () in the menu bar. The tasks are organized by type and status.

You can use the expand icon next to each task category to view the list of assigned tasks. Selecting a task will open its detail view in the lower pane:

• The Details tab contains information about the task, such as a description of the task, creation date, and assignees. The assignee could be you, everyone with your role on the project, or everyone in a selected team on the project. This tab contains buttons to claim the task (if assigned to a role or team), progress its workflow, or cancel it where relevant.
• The Documents tab contains any documents associated with the selected task.
• The Notes tab contains any notes associated with the selected task.

If any task has been associated with an item, you'll find the items listed in the Items folder underneath the task. Clicking on the item opens its details, and you can right-click to open the item within your CAD system.

Complete a task

You can complete a task directly from the task detail view in the lower pane by clicking the appropriate button.

When the task is completed, it is removed from the My Assignments view.