Overview

When a Task is submitted for Approval, Approvers automatically receive both platform and email notifications. Users can also send automated or manual reminders to Approvers to ensure timely review. Approvers can approve or reject Tasks from the Inbox notification itself. They can also do so from the Task Overlay.

Approve Tasks from Email Notifications

1. Approvers are sent Approval Request notifications on their email. Click the View in Browser button in the email notification to open the Task in browser. This allows you to approve or reject Tasks without having to login to the Sprinklr platform.

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2. From your browser, you can view and approve or reject the Task by clicking the Approve or Reject button.

3. If you click the View in Sprinklr button, you will be taken to the Sprinklr platform where you must first login. Upon logging in, you will be redirected to the Task Overlay.

4. Click the Approve or Reject button at the top right corner of the Task Overlay to approve or reject the Task.

3. When rejecting a Task, you will be asked to give a reason for rejection. Type the reason in the text box and then click Reject.

4. The reason for rejection will be added as a comment on the Task Overlay.

Approve Tasks from Inbox Notifications

1. Click the Inbox button on the Left Navigation Bar. Click the Approval Request notification for the Task you want to approve.

2. From the Details Pane, you can approve the Task, reject it, or open the Task Overlay to see more details.