Review, Approve, or Reject
When a workflow task is assigned to your group or directly to you, you'll receive a notification to handle it in "My Tasks."
View pending tasks
- Go to "My Tasks"
- The list shows all tasks waiting for you
- Click a task to view the submitter's complete form
Review process
- Read the request content and attachments (if any)
- Fill in any review fields (e.g., Review Comments) if required
- Choose an action:
- Approve: Agree to the request — the workflow moves to the next step
- Reject: Decline the request — fill in the rejection reason
Why rejection reasons matter
When rejecting, please explain your reasoning in the review comments so the submitter knows what to fix. This is also recorded in the workflow history for future reference.
Save your progress
If the task form includes fields for you to fill in but you're not ready to approve or reject yet, click "Save (Don't Submit)" to save your input. You can come back later to finish — this won't affect the workflow status.
Group task notes
If a task is assigned to your group, it means anyone in the group can handle it. Once someone else processes it, the task disappears from your list automatically.
Don't let tasks pile up
The system has reminders, but building a habit of checking "My Tasks" regularly keeps workflows moving smoothly.