How to manage approvals in Task Manager

This document provides a step-by-step guide for administrators to approve, reject, and track the status of a request in Task Manager.

Prerequisites

• System or Task Manager administrator permission to add and manage tasks.

Path to access

1. On senhasegura, in the navigation bar, hover over the Products menu and select Task Manager.
2. In the side menu, select Access control > My approvals.

Approve a task execution request

To approve a task execution request in Task Manager, follow these steps:

1. On the My approvals screen, identify the desired pending request or use the search filters.
2. Click the Actions button and select Approve.
3. Click Yes in the confirmation pop-up.

Reject a task execution request

To reject a task execution request in Task Manager, follow these steps:

1. On the My approvals screen, identify the desired pending request or use the search filters.
2. Click the Actions button and select Reject.
3. Click Yes in the confirmation pop-up.

View the details of a task execution request

To view the details of a task execution request in Task Manager, follow these steps:

1. On the My approvals screen, identify the desired pending request or use the search filters.
2. Click the Actions button and select Details.
3. On the Request details screen, view the request information.
4. If the operation is pending approval, click Approve request or Reject request in the bottom-left corner of the screen.

Do you still have questions? Reach out to the senhasegura community.