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Completing Form Tasks
Updated over a month ago

Users on Asite can complete any of the form tasks assigned to them irrespective of whether their project role allows them to perform that task independently or not.

Once a task is distributed on a form, task recipients can see all their tasks as a hyperlink on that particular form under 'My Tasks' column in forms listing area. In case there are multiple tasks assigned to you on the same form, it would appear similar to a dropdown by clicking on the down arrow icon corresponding to the task name.

Alternately, if the same form is open in Asite Viewer, task is also available to recipients as a hyperlink in the task dropdown available at top.

Task hyperlinks appear in red, amber or green colors depending on their completion status:

  • Red indicates that task is incomplete and overdue

  • Amber indicates that task is due within a week

  • Green indicates that task is due after a week

A green tick appears opposite the task if it is already completed. Accordingly, a red cross icon appears opposite the task if it was cleared.

Below is a description of how you can complete different types of tasks on forms:

Completing 'Respond' task on a Form

To complete a 'Respond' task, go to forms listing area and search for the form on which you have this type of task assigned. Once you have found the required form, you will see a 'Respond' task hyperlink under 'My Tasks' column corresponding to that particular form.

Alternately, if the same form is open in Asite Viewer, that particular task will also be available to you as a hyperlink while viewing form details.

Click on 'Respond' task hyperlink to continue.

While completing a 'Respond' task, you have to follow the steps for responding to a form (step 3 onwards). Once a new response is successfully created on that particular form, the task will then be marked as completed accordingly.

Completing 'Distribute' task on a Form

To complete a 'For Distribution' task, go to forms listing area and search for the form on which you have this type of task assigned. Once you have found the required form, you will see a 'For Distribution' task hyperlink under 'My Tasks' column corresponding to that particular form.

Alternately, if the same form is open in Asite Viewer, that particular task will also be available to you as a hyperlink while viewing form details.

Click on 'For Distribution' task hyperlink to continue.

While completing a 'For Distribution' task, you have to follow the steps for distributing a form. Once that particular form has been distributed, the task will then be marked as completed accordingly.

Completing 'For Information' task on a Form

To complete a 'For Information' task, go to forms listing area and search for the form on which you have this type of task assigned. Once you have found the required form, you will see a 'For Information' task hyperlink under 'My Tasks' column corresponding to that particular form.

Alternately, if the same form is open in Asite Viewer, that particular task will also be available to you as a hyperlink while viewing form details.

Click on 'For Information' task hyperlink to continue.

While completing a 'For Information' task, you simply need to open the form in Asite viewer. Once that particular form is viewed, the task will then be marked as completed accordingly.

Completing 'Assign Status' task on a Form

To complete a 'Assign Status' task, go to forms listing area and search for the form on which you have this type of task assigned. Once you have found the required form, you will see a 'Assign Status' task hyperlink under 'My Tasks' column corresponding to that particular form.

Alternately, if the same form is open in Asite Viewer, that particular task will also be available to you as a hyperlink while viewing form details.

Click on 'Assign Status' task hyperlink to continue.

While completing a 'Assign Status' task, you have to follow the steps for changing a form status. Once the status for that particular form is changed, the task will then be marked as completed accordingly.

Completing 'For Acknowledgement' task on a Form

To complete a 'For Acknowledgement' task, go to forms listing area and search for the form on which you have this type of task assigned. Once you have found the required form, you will see a 'For Acknowledgement' task hyperlink under 'My Tasks' column corresponding to that particular form.

Alternately, if the same form is open in Asite Viewer, that particular task will also be available to you as a hyperlink while viewing form details.

Click on 'For Acknowledgement' task hyperlink to continue.

A 'Complete' button will populate at the bottom side, clicking on which you are directly able to complete the task.

Completing 'Review Draft' task on a Form

To complete a 'Review Draft' task, go to forms listing area and search for the form on which you have this type of task assigned. Once you have found the required form, you will see a 'Review Draft' task hyperlink under 'My Tasks' column corresponding to that particular form.

Alternately, if the same form is open in Asite Viewer, that particular task will also be available to you as a hyperlink while viewing form details.

Click on 'Review Draft' task hyperlink to continue.

Form draft opens in a new popup window, the draft can be reviewed and can be distributed further to other recipients with tasks and its time-line as required. Once done, click on 'Save' to complete the 'Review Draft' task.

Users selected for distribution will have incomplete tasks on form. Based on email preferences of the user to whom form is being distributed and the selected task type,

you may or may not get an option to send them an email notification.

Completing 'Attach Docs' task on a Form

To complete a 'Attach Docs' task, go to forms listing area and search for the form on which you have this type of task assigned. Once you have found the required form, you will see a 'Attach Docs' task hyperlink under 'My Tasks' column corresponding to that particular form.

Alternately, if the same form is open in Asite Viewer, that particular task will also be available to you as a hyperlink while viewing form details.

Click on 'Attach Docs' task hyperlink to continue.

The form will open in a new browser tab / window. You will need to reply to the form and while doing so attach docs to form. Once done, it will complete the 'Attach Docs' task.

Completing 'For Action' task on a Form

To complete a 'For Action' task, go to forms listing area and search for the form on which you have this type of task assigned. Once you have found the required form, you will see a 'For Action' task hyperlink under 'My Tasks' column corresponding to that particular form.

Alternately, if the same form is open in Asite Viewer, that particular task will also be available to you as a hyperlink in the task dropdown available at top.

Click on 'For Action' task hyperlink to continue.

While completing a 'For Action' task, you have to enter your remarks about the relevant action taken and click on 'Complete' button to complete the selected task as seen in the screenshot above. Remarks entered by you will be available to access from 'Access' history section of the same form on which action is getting completed.



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