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This page covers the two task types you do by hand: a Form task, where you fill in fields, and a File upload task, where you provide documents. The other task types run on their own or are handled by Florent — see Task types for what each one is. To find the tasks waiting on you, start from My work. Click any task to open it inside its run.

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Claim the task first

Most tasks are shared with a group, so you take ownership before you start. Until you claim a task, its fields are greyed out and you’ll see Claim this task to fill it out. Click Claim task and the task becomes yours: its status moves to In progress, your avatar appears on it, and the fields become editable. Claiming is covered in full — including first-to-claim-wins and what you can’t claim — on My work.
Tasks already assigned to you specifically don’t need claiming. For how assignment decides who can claim, see Assignments and approvals.

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Do the task

Once the task is In progress, the work surface depends on its type. Pick the tab that matches.
A Form task asks you to fill in a set of fields — intake details, a decision, or data that becomes a record.
1

Fill in the Fields

Under the Fields panel, complete each field. The helper line reads Complete the fields below to submit this task. Required fields are marked, and you can’t submit until they’re filled.
2

Review any AI suggestions

If Florent pre-filled some fields, they’re marked Suggested by AI. Check each one — accept it as-is, edit it, or clear it. Suggestions are a starting point; you still submit the form yourself.
3

Click Submit task

The button reads Submitting… while it saves. If a required field is empty, you’ll see a message like is required — fill it in and submit again.
Some Form tasks create or update a record when you submit; others just save their values for later steps. Either way, your job is the same: fill the fields and submit.
Once you submit, your form becomes read-only. You’ll see Submitted by at the top, and you can’t edit the fields afterward. Double-check your values before you submit.

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What happens after you submit

What you see next depends on whether the task needs a sign-off.
  • No approval needed — the task moves to Completed and the run continues. Anything downstream that was waiting on this task can now start.
  • Approval needed — the task moves to Pending approval and the approver is notified. You’re done; the work counts once they approve it.
You can leave the page either way — the run keeps going. Track the task’s status from My work.
If your task is sent back, it returns to you marked Rejected with the reviewer’s reason at the top, and your earlier work is kept as a starting point. Make the fix and submit again. The rules for who approves and what rejection means live in Assignments and approvals.

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Where to go next

My work

Find and claim the tasks waiting on you across every project.

Task types

See all five task types and which ones a person versus Florent handles.

Review AI work

Approve, correct, or reject what Florent drafted, with citations to the source.

Assignments and approvals

Understand who owns a task and who has to sign it off.