Taking a Task on a Transaction from Personal Worklist

Process

This job aid describes steps for taking a task on a transaction from your Worklist for processing.

To Take a Task on a transaction from your Worklist for processing, you will want to follow the steps below:

1. From the LHN (Left Hand Navigation) Select Worklist from the Message Center.

Message center menu expanded with Worklist menu item selected

2. Select a worklist from the drop-down menu located in the Select Worklist field.

Worklist input field highlighted on Financial Worklist screen

3. A list of the transactions waiting for processing in the queue will populate.

Results table with expansion menu open in Amount column