My Tasks — approvals, reviews and fixes
My Task sits at the very top of the left-hand menu, with a number on it when something is waiting. It is one list across every workspace you belong to.
- A two-minute walkthrough, then why approvals moved out of email
- The three kinds of task, and which of them come from workflows
- How to read a request, add a note, and answer it
- Why a full inbox can look empty, and what you cannot undo
01 · Video
Feature walkthrough
02 · Why
Why do we have this?
Approvals used to happen in email, which meant nobody could answer "who approved this, and when?" six months later. Everything here is recorded against the record itself, with your note attached.
It is also one list across every workspace you belong to. If you work across three clients, you do not check three inboxes.
03 · Use cases
Requests arrive, you open the record if you need to, you approve or reject with a note. That is the whole job.
A document that could not be read turns up here as a Data Correction task, with Retry and Abandon buttons. Retry is worth trying once — most of these are a connection wobble rather than a bad scan. See Fixing a failed extraction.
Requests can be sent to a whole department or job title rather than one person, so cover works without reassigning anything.
04 · How
Answer a request
- Open
My Taskfrom the left-hand menu. - You land on
Pending. Anything past its due date sits in Overdue at the top; the rest are grouped by date — Today, then Older. - Click a group heading to open it. Older is closed when you arrive, so a full inbox can look empty at first glance.
- Read the line. It tells you the request, which workspace it came from, which module, and when.
- If you need to see the record, press
Open record. - To leave a comment with your decision, press
Add noteand type it. - Press
ApproveorReject.
To answer several at once, tick the box on each row and use the buttons that appear. To narrow the list, use the Approval, Review and Data Correction buttons at the top, or the search box.
05 · Expected result
The task disappears from Pending and turns up under Completed, marked Approved or Rejected, with your note underneath it in quotes.
If it was an approval, the workflow that was waiting carries on. Approve and it continues to its next step; reject and it stops there.
06 · Troubleshooting and notes
The list looks empty but the badge says 17
The Older group is collapsed. Click it. This is the single most common reason this page looks broken when it is not.
There are three kinds of task, not one
| Type | Comes from | You can |
|---|---|---|
| Approval | A workflow that is paused, waiting for a decision | Approve, Reject |
| Review | A workflow asking for a look, without waiting | Mark reviewed |
| Data Correction | A document that failed to read | Retry, Abandon |
Only the first two come from workflows. Data Correction tasks come from document processing, and retrying one re-reads the document — see Fixing a failed extraction.
Due dates, Overdue and Escalated
A task from a step with a due date shows it on the row: Due Fri 23 Oct, Due today, or in red Overdue 2 days. One that was passed on to you says Escalated to you and its level — level 2 means it has been passed on twice. The same shows on the record’s Tasks section.
A task about a problem on a record
Some tasks are about a problem on a record — AI was unsure of an item, a match needs review. Fix the record and the task closes by itself. Open record takes you there; where the problem has its own answer you also get Approve and Reject. Dismiss and Mark reviewed close the task without the fix, with an optional reason kept in the record’s history; the record still shows Needs attention until the problem changes.
I approved it, but nothing happened
Check what came after the approval in the workflow. If the approved branch is empty, approving is recorded but there is nothing else to do.
Can I undo a decision?
No. Completed tasks stay completed. If you approved something by mistake, fix the record itself.
07 · FAQ
Common questions
The inbox covers every workspace you are a member of. The workspace name is on each line.
No, it is optional. It is worth it on a rejection — the next person to open the record will see it.
Depends how it was set up. Most requests are Any One, so the first answer settles it. Some are All Required. The person who built the workflow chooses — see Ask someone to approve.
It gives up on that document and clears the task. Use it for duplicates or junk. If the document matters, fix the file and upload it again.
You get an in-app notification. Merchaint cannot currently send you an email about a task.