Approve or reject a workflow step

When a workflow reaches a step assigned to you, the platform tells you in three places: a notification, an item in My Tasks, and (for managers and admins) a row in the active workflows list.

Approve from the notification

1. Bell icon in the top right, or open the notifications page.
2. Click the workflow step notification.
3. The approval page opens with the request, the requester, and any supporting context.
4. Approve or Reject. Add a comment if you want to.

Approve from My Tasks

1. Sidebar then My Tasks.
2. Click the workflow approval task.
3. Same approve or reject screen.

What happens after you action it

• Approve. The workflow moves to the next step automatically. The next assignee gets notified.
• Reject. The workflow stops. The original triggerer is notified with your comment, and they decide whether to start a new request.

If you are not the right approver

Some workflows have a fallback. Click Reassign on the approval page to forward it to someone else without rejecting. The workflow stays where it is and the new assignee gets the notification.