Actions for approvers

Handling a task

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.

Visma Mobile Manager

Visma Mobile Manager makes it possible to approve documents on-the-go, when and where it suits you.

My tasks

You can access and handle all your pending tasks (for all companies for which you are an approver) from the My tasks window.

My history

My history gives you access to all active and completed workflow processes that you have received a task for. A workflow process is an approval request. A single document may have several workflow processes, if it was rejected or cancelled, and then resubmitted.

Keyboard shortcuts for tasks

When you have a task open, you can use different shortcuts to quickly process your tasks.