Reviewing and Approving Tasks Assigned to You

Where your tasks live

Go to Workspaces → Workflows → My Approvals. This is your queue — every task assigned to you, sorted by SLA urgency.

For each task you see:

• Document title and preview
• Workflow name and step
• SLA deadline (with the green/amber/red indicator)
• Submitter and their note
• Quick actions

You can also open tasks from email — every notification email contains a one-click approval link.

Reviewing a task

Click any task to open the review pane:

• Document preview — read or scroll through the PDF/Word in-place
• Extracted metadata — what AI pulled out, quickly scannable
• Submitter's comment — any context they added
• History — every previous step in this workflow
• Linked documents — related contracts, POs, invoices

Approving

When you're satisfied:

1. Click Approve
2. Add a comment (optional, but recommended for posterity)
3. Confirm

The workflow advances. The next approver (or completion) triggers automatically.

Rejecting

When you can't approve:

1. Click Reject
2. Add a comment — mandatory, explaining what needs to change
3. Confirm

The submitter is notified. They typically revise and resubmit.

Requesting changes

Sometimes you need a small change before approving (not a full rejection):

1. Click Request changes
2. Describe what change is needed
3. Confirm

The submitter is notified. When they upload a revised version, the workflow comes back to you for re-review (not to the start).

Delegating

If you can't act in time:

1. Click Delegate
2. Choose a user (typically your delegate or a peer)
3. Add a note explaining

The task moves to them. Audit log captures the delegation.

Bulk approval

For high-volume queues (e.g., AP teams processing dozens of small invoices):

1. Filter your queue (e.g., “Invoices under KES 50,000 from approved suppliers”)
2. Select multiple
3. Click Bulk approve
4. Confirm

The bulk operation is logged with all the same audit detail as individual approvals.

Related reading

• Submitting a Document for Approval
• Understanding SLA Indicators
• Re-Assigning a Task When You're Out of Office