Module guide
Tasks & Approvals
Review assignments and ToDos, open the referenced record, and complete the activity within your authority. Resolving an assignment is different from approving or submitting the underlying transaction.
How this module fits your work
Review assignments and ToDos, open the referenced record, and complete the activity within your authority. Resolving an assignment is different from approving or submitting the underlying transaction.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Reports
- ToDoReport · Reports
Tasks, notifications & approvals
- NoteRecord page · Tasks, notifications & approvals
- ReminderRecord page · Tasks, notifications & approvals
- ToDoRecord page · Tasks, notifications & approvals
- Workflow ActionRecord page · Tasks, notifications & approvals
Setup & Templates
- Notification LogInternal/admin record · Setup & Templates
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.