How to manage tasks

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

For approvers, the task inbox can help you:

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

For requestors, the task inbox can help you:

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

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, Completed, 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.

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 Awaiting approval, Completed, or Rejected status.
4. (Optional) To withdraw your request, in the top right of your request page, click the Withdraw button.