Tasks and approvals

Create and work on tasks

1. 1

   Step 1: Create a task

   Choose New task. Enter a Title, choose an Assignee, Due date and Priority, and add a Description. Choose Create task.

   Where to find it

   1. Tasks & Approvals
   2. Tasks
2. 2

   Step 2: Work through it

   Open the task and choose Start, then Mark complete. Use Comments to discuss it and the Documents panel to attach files.

Approve or reject requests

Purchase orders, purchase requests, new vendors, trade orders and leave requests that need a decision come here.

1. 1

   Step 1: Open your queue

   Approvers are also notified in the app and by email.

   Where to find it

   1. Tasks & Approvals
   2. Approvals waiting for me
2. 2

   Step 2: Decide

   Choose Approve (with an optional note) or Reject (a reason is required). The person who asked is told the outcome.

   • Nobody can decide their own request.
   • Someone who holds approval permission and submits a purchase order or trade order approves it directly.