Question:

How to accept and complete a task in Vault?

Answer:

A task can be completed from the banner on top of the document or from the Home tab.

Note: If a task was assigned to a group of users for any to complete, the user must first Accept the task before it can be Completed. 

• To complete a task from the document:

1. Open the document.
2. On top of the document find a green banner (or red if overdue) with the name of the task and the button Complete.
   Note: If the task is Available to more than one user, the task shows the button Accept first. Click Accept to take it and then Complete.
   
   
   
   
   
    
3. Fill in the required information.  This information will vary depending on the task, the below is an example.
   
   
    
4. Once the information has been entered, click Complete.

• To complete a task from the Home tab:

1. Navigate to the Home tab.
2. Find the task under the All Tasks View.
   
   
    
3. Hover over the task Assigned to you and click Complete.
   Note: If the task is Available to more than one user, the task shows the button Accept first. Click Accept to take it and then Complete.
   
   
    
   
   
    
4. Fill in the required information. This information will vary depending on the task, the below is an example.
   
   
5. Once the information has been entered, click Complete.

Related Documentation:

Vault Help Documentation: Accepting & Completing Document Workflow Tasks