A user can
view all tasks if the user has the required role for which the task is created.
Following task types are provided by CloudPortal™ Business Manager as
default for POPUPs.
To view a task, perform the following steps:
- In the main menu, click
Tasks.You can view all the tasks on the left side pane
- Select a task on the left
side pane. You will see the details of the task on the right side pane.
You can filter the
list of tasks to view all the tasks or to see if there are any pending or
are also displayed on dashboard under
Tasks widget and you can directly click the task to act on it.
user can view tasks for any tenant by following below steps:
- Log in to the CloudPortal Business Manager UI as Root user.
- Select an account on the
left side pane. You will see the details of the account on the right side pane.
Tasks tab on the right side pane. You can view the
Any user can take
action on the visible tasks. Follow below steps to act on any pending task:
- View the task by following
the steps mentioned in the above section.
- If the task is in pending
state, then you will see
to Complete link. Click it.
The Review and Confirm window
Enter your observation in the Memo field.
Approve to take action on the task accordingly.
Note: If you enter more than 255 characters in the Memo field while rejecting a Finance Approval
task, then you get an error.