View Associated Forms and Tasks for a Task

You can view the forms and other tasks associated with the task. For each associated task or form, you can see the REF number, description, issued to organisation, status, and date.

Select the menu icon in the upper left corner, then choose Tasks.
Select the Associations button in the row of the process task you want to work with.
The Task Associations window appears.
Select the Ref column for an association to open that item.
For example, clicking the Ref column for an associated form opens that Form on the Forms tab.
If you didn't open an associated item, select the Close button in the upper right corner to close the Task Associations window.

View Associated Forms and Tasks for a Task

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