Getting started with tasks

As an approver you can handle tasks in various ways in Visma.net Approval. The way you handle your tasks is dependent on the type of task and the action you want to take.

Possible actions on a task

You handle your tasks from My tasks, which opens after you log in. You can perform the following actions on a task:

  • Approve: You agree with the content of the document. The document continues in the workflow and is sent to the next approver. If you are the last approver in the workflow, the document is sent back to the other service.

  • Reject: You disagree with the content of the document. The process stops immediately and the document is sent back to the other service.

  • Edit: If available, you can edit basic information in the document and then approve or submit it.

  • Forward: You hand over the task to another person for the decision.

  • Request review: You send the task to another person for review or an opinion. Once this person has reviewed the document, the task is returned to you for the decision.

See Handling a task for more information on the different actions you can perform on tasks.

Last modified July 10, 2024