How To
Progressing the tasks
CCH Workflow
Progressing a task
Workflow tasks can be completed from the Tasks homepage control. Start by clicking on the task name (show as Subject in the task list):
Then you can use the ribbon bar in the task to progress the task. For a simple task, select "Mark as complete":
If the task is a Multi-action, or a Pass/Fail task, you will see different options appear here:
Progressing multiple tasks
If you have several simple tasks, these can be completed in bulk.
- Select the tasks you wish to complete, by ticking the check boxes
- click on the Complete icon as the bottom of the control
Reassigning a task to another employee
If you want to pass an outstanding task to a different employee, select Reassign Task, and select the employee.
Assigning the next task to a specific employee
Certain workflow steps may require an employee to be selected, before the step becomes active. Where this is the case, the employee who has completed the previous step will see the Select Employee "task" and will need to choose who will carry out the next step.
Related documents
CCH Workflow 2025.3: Release Notes
The document provides release notes for CCH Workflow version 2025.3, highlighting installation prerequisites through the Central Suite Installer and introducing a new configuration key, Wf_DocumentExtraFields, which enables the merging of document extra fields. Firms wishing to disable this feature can adjust the key value. It includes legal disclaimers regarding accuracy and confidentiality, as well as trademark information. The content is proprietary to Wolters Kluwer (UK) Limited and is not to be reproduced without permission.
VAT Workflow : Quick Start Guide
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This document provides instructions on progressing tasks within a workflow homepage, detailing actions such as completing milestones, selecting outcomes, passing or failing tasks, and selecting employees. Users are guided on how to navigate the interface, including right-click options to manage tasks effectively. The document also mentions non-milestone tasks, directing users on how to reveal these tasks and proceed with their completion. Additionally, it highlights the ability to add comments to choices made within the workflow.
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Delete Historic Tasks
The document details the "Delete historic tasks" feature in the Workflow Management Console, allowing users to remove unnecessary records from the dbo.ActivityAction table related to completed, cancelled, aborted, or terminated workflows. This option targets tasks not selected during workflow progression, helping to manage database size and performance. Users are guided on how to initiate this deletion process, including notifications about deletable items. Recommendations are provided for running this task during off hours and performing database maintenance after large deletions.