Six moves take you from a sign-in link to your first completed task. Everything else in these guides hangs off one of these six.

1. The Journey at a Glance

A left-to-right journey of six stages: sign in, find your work in My Tasks, open a task, work and update its status, collaborate in comments, and finish. Days one to five are marked above. Finishing branches: if the task has no approval line it becomes Completed; if it has one, it goes to Approval Required and the approver decides. Your first week, from sign-in to your first completed approval.

2. Key Steps

  • Status never changes on its own — move a task to In Progress when you start and to Completed (or Approval Required) when you finish.
  • A task with an approval line cannot be closed until the approver approves; if you are both reporter and approver it auto-approves.
  • My Tasks only shows tasks where you are assignee, reporter, follower or approver — it is a filter on the company’s tasks, not a separate list.

3. What to Expect Along the Way