My Tasks

My Tasks function allows you to view and act on processes or templates that are pending your action.

1. Click on "MY TASK" menu.
2. "Process Pending Action List" displays processes that are pending your approval/action.
3. Click on "Take Action" button to take action.
• Upon click, You will be directed to selected process details page for action.
4. "Template Pending Action List" displays templates that are pending your approval (Applicable to IT and function head only).
5. Click on "Take Action" button to take action.
• Actions allowed :
• Template Preview
• To preview how the form is rendered to requestor and who will be routed for action/approval.
• View Template
• To view template setting and configuration.
• Approve
• To approve the template.
• Reject
• To reject the template.
• Rework
• To send template back to template owner for rework.