Tasks & ApprovalsAdmin (Console)
Tasks & Approvals
One work queue for everything waiting on you — tasks assigned to you, time-away requests and workflow approvals.
Tasks & Approvals (under Tools in the sidebar) is your work queue. Everything that needs your attention lands here in one place:
- Tasks assigned to you — standalone to-dos and checklist tasks generated by onboarding or offboarding.
- Time away requests — leave requests from your reports, waiting for your approve/decline.
- Pending Approvals — approval forms generated by Workflows, waiting for your decision.
Who sees what?
Everyone gets the My tasks tab. Owners, admins, finance and IT roles also get a Create tasks tab for authoring their own task lists.
The split matters: on My tasks you act on work assigned to you — you can change a task's status and comment, but not rename, reassign or delete it. On Create tasks you manage work you created, with full editing.
Task statuses
| Status | Meaning |
|---|---|
| To do | Not started yet |
| In progress | Being worked on |
| Blocked | Stuck — needs something before it can continue |
| Done | Finished |
Approvals don't use these statuses — they're simply Pending, Approved or Rejected, and you action them once.
In this section
- Work through My tasks — filter, sort and update the work assigned to you.
- Approve requests — act on time-away requests and workflow approval forms.
- Create and manage tasks — build sections and task lists for others.
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