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Completing/Rejecting Tasks via web link (in email)

Purpose: To use a Web Link to complete or reject tasks.

Prerequisites:
  • Novo Mail Service is Purchased
  • Novo Mail Service is granted in the license
  • Novo Mail Service is enabled in Admin>Setup>Core/General>Settings
  • To see notification emails as discribed below, the email client should be configured to render emails in HTML
Steps:
Setup:
    2. Set Task Noification Link Type to "URL Link To Task Notes" in Workflow Settings
    3. Create a Help Desk Wokflow
    4. Add 2 Tasks; for the second Task select the first from the Predecessor list
    5. Assign yourself to both Tasks
    6. Create a Ticket
    7. Add the Workflow to the Ticket
Complete a Task
    1. Open your email account
    2. Open the Workflow Email
    3. Click Mark Task as Complete
    4. A new window (casetasknotes.asp) will pop-up



    5. Enter a Description
    6. Check Complete
    7. Click Save 
    8. To verify: Browse to the Novo software and click Workflows then Ticket Tasks
    9. Your Task should now be marked as Complete
Reject a Task
    1. The Complete a Task procedure will generate another Workflow email containing Task 1 and Task 2 in the email body



    2. For Task 1 Click Reject This Task
    3. A new window casetasknotes.asp will pop-up; (note the Reject check box inplace of the Complete check box).



    4. Enter a Description
    5. Check Reject
    6. Click Save
    7. To Verify: Browse to the Novo software and click Workflows then Ticket Tasks
    8. The Predecessor Task should now be marked as Rejected