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.

  1. Click on Tasks in the header.
  2. Click the Associations button in the row of the process task you want to work with.
    The Task Associations window appears.
  3. Click on 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.
  4. If you didn't open an associated item, click the Close button in the upper right corner to close the Task Associations window.