In some situations, tasks in a workflow need to be removed from the workflow in progress. Overriding a task removes the task from the workflow instance without affecting the remaining workflow tasks. When a task is overridden for a participant, the status of the task changes to “overridden”. In the case where a document is being approved by other participants, the remaining approvers determine if the document is “approved”.
Overriding a task or activity is only available to cabinet administrator owners and higher roles. A task cannot be overridden if it has been reserved. Completed tasks and activities cannot be overridden. A future task can be overridden, including one-time review tasks.
To override a task
- Go to Reviews and Approvals > Workflow Status Report and select the workflow that you want to override.
- Click the + sign to view the workflow activities/tasks in the workflow. Select the task you want to override and click Override Task.
- The Override Workflow Tasks message opens stating that the task will be pushed to completion without affecting the rest of the workflow. Click OK. The status is updated to “Overridden”.