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XTM Cloud 13.8

Finishing and rejecting tasks

While in Project Editor, you as a PM can:

  • finish a task and move the file onto the next step in the workflow

    Procedure. To finish a task and move the file onto the next step in the workflow:

    1. Use the green arrow icon circle-caret-right-green.svg.

    2. Select Save.

  • send a task back to the previous step using the red arrow circle-caret-left-red.svg.

    Procedure. To send a task back to the previous step in the workflow:

    1. Use the red arrow circle-caret-left-red.svg icon.

    2. Select Save.

  • finish a project that is partially complete:

    Procedure. To finish a project that is partially complete:

    1. Manually move the project through all steps in the workflow, including the last step.

    2. Select Save.

In this section: