What happens when a workflow task is marked as complete?

The moment a task is marked complete, the workflow automatically triggers the next task in the sequence, assigns it to the designated team member, and sends a notification. If Trigger Tasks are configured, those are launched simultaneously.

The assigned team member for the next step receives an in-app alert, a push notification, and an email, each containing a summary of their task and a direct link to the project record. They do not need to check manually for new work — the notification brings the task to them.

If the completed task had a form attached, the submission is recorded against the project record at the point of completion and is immediately accessible to reviewers and managers. No manual data transfer is required.

The project timeline is updated to reflect the completion timestamp, the name of the person who completed the step, and any form data submitted. This creates an auditable record of all activity across the project, which is particularly valuable for regulated or accreditation-requiring programmes.