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Approval Task- Here’s How to Check

  • Who can view the request 

All team members, including the approver, can view the approval request

Approval assignees can access the approval request through multiple channels: email, in-app notifications, and pending approval icon displayed on the Task Grid. These methods ensure that assignees are promptly informed of new approval requests.

  • Email notification:

The following email will be sent to the approval assignee

  • Application notification:

You can view the approval notification by clicking the notification icon (denoted by 1 in the image). The approval notification will appear in the popup window (denoted by 3). Click on the notification to go to the relevant page. Additionally, you can click the pending approval filter (denoted by 2) to view all pending approvals assigned to you.

Lastly, view approval requests through the dynamic pending approval filter on the team grid. The icon appears when an approval request is assigned to you and disappears once action is taken. You can customize the filter by clicking the edit icon on the right side of the grid.

You can access the approval task by clicking on any of the aforementioned options, then proceed to make a decision on the request made by the assignee.

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