How to manage tasks

The inbox in Atlan allows you to take action on and monitor requests waiting for your approval. Additionally, you can track any requests that you may have raised.

For requesters, the task can help you:

• Track the progress of your requests as soon as you have raised them.
• Manage your alerts and requests all in one place.
• View requests listed in order of when the approval timeline expires.

For approvers, the inbox can help you:

• Get notified immediately for requests that require your approval.
• Manage your alerts, approvals, and tasks all in one place.
• View tasks listed in order of when the approval timeline expires.
• Approve or reject requests, along with comments.

Completed requests and tasks in your inbox are retained throughout the lifecycle of the Atlan instance for your organization.

Manage requests

To manage requests:

1. From the top right of any screen in Atlan, click the Inbox icon.
2. In the inbox, switch to the Created by me tab to track your requests.
3. (Optional) Filter requests by Open, Approved, Rejected, or Archived status.
4. (Optional) To withdraw your request, in the top right of your request page, click the Withdraw button.

Manage tasks

To manage tasks:

1. From the top right of any screen in Atlan, click the Inbox icon.
2. In the inbox, from the Assigned to me tab, select a task to review.
3. (Optional) Filter tasks by status — Open, Approved, Rejected, or Archived.
4. To take action on a task, from the top right of the task page, you can either:
   • Click Approve to approve the request. (Optional) In the Approve dialog, for Add comment, add a comment and then click Approve.
   • Click Reject to reject the request and send back for revision. (Optional) In the Reject dialog, for Add comment, add a comment and then click Reject.

Get notified on Slack

If your organization's Slack account is integrated with Atlan, you will receive Slack notifications for your approvals and requests.

To receive Slack notifications on your approvals and requests:

• Integrate Slack and Atlan — for Request notifications, toggle on the slider to receive Slack notifications when requests are raised in Atlan and approve or reject them directly from Slack.
• The email address used for Slack and Atlan should be the same, even if you haven't personally integrated the accounts.
• The Slack app should have been installed before August 12, 2022. If installed later, you'll need to update Slack.
• If different email addresses were used for Slack and Atlan, you'll first need to link your Slack account with Atlan.