Approving & Rejecting
Written By Janos Veres
Last updated About 4 hours ago
Approving & Rejecting
When a task requires your decision, you can approve (complete) it or reject it. These actions advance the workflow accordingly.
Completing a Task (Approve)
When you're satisfied with the information and ready to approve, click the Complete button.
Completing a task:
- Marks the step as done
- Records who completed it and when
- Advances the request to the next step in the process
Rejecting a Task
If the task doesn't meet requirements, use the Reject action.
Rejecting a task sends it back for review. You may be asked to provide a reason for the rejection. The requester will be notified of the rejection.
Re-opening a Completed Task
If you completed a task by mistake or need to make changes, you can re-open it.
[Screenshot: reopen-action]
The Re-open option is available on completed tasks. Re-opening a task restores it to an active state so it can be modified and completed again.
What's Next?
Continue to Search to learn about finding requests and processes.