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Inbox, My Work and approvals

What needs you, what you hold, and the approvals waiting on your decision.

Inbox

Items sort into Needs you and For your information. Approve, reject or reply right from an item, without opening the record. With the keyboard, E marks an item done, H snoozes it and A approves.

My Work

Records you own or are accountable for, grouped by Overdue, Today, Upcoming and No due date, in the view you choose.

Approvals

  • Waiting on me: the steps you decide.
  • My requests: what you submitted.
  • All: everything you may see.

You cannot approve your own request.