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Complete workflow tasks and approvals

How assigned users move workflows forward.

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Workflow steps move forward when assigned tasks or approvals are completed. If a workflow is stuck, check who owns the current step.

  1. Open My Tasks or the workflow instance.
  2. Review the assigned step.
  3. Complete the task or approval.
  4. Add notes if needed.
  5. Confirm the next step is created or the workflow is complete.