Review client task changes

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As an administrator or approver, you need to periodically approve or reject requests submitted by users and other administrators or approvers. You receive notifications when a user submits a task for approval.

Server Settings and user permission sets must be configured to allow users to submit tasks for approval.

  1. To change the status of the task submitted for review, select MenuClient Task Catalog.

  2. Select Pending Approvals from the Client Task Types pane and select the task you want to review.

  3. View all proposed changes on the Task Details pane.

  4. Click Approve or Reject. When prompted to confirm your decision, enter your comments in the text box and click OK. Alternately, you can click Review on the Pending Approvals pane to open the task and click Approve or Reject on this page.

If you approve the changes, the task is saved; otherwise the task is sent back to the submitter.