How to accept an available Task in Vault PromoMats and Medical?
Some tasks can be sent to a group and should be completed by one person only.
There are two ways in which the task can be accepted:
- Open the document to see an orange bar above the material and click Accept:
- Find the document in the Available Tasks view and click Accept:
Vault Help Documentation: How to Accept Available Tasks
Vault PromoMats YouTube Channel: How to accept and complete tasks