How to Approve / Reject Tasks

Objectives

• Approve tasks directly from email notifications

• Approve tasks from the Approval Center inside the system

• Understand and use Approval Subtasks

• Resend Approval Email

Steps

Approve Tasks From Email Notifications

When a task requires your approval, the system automatically sends you an email notification.
The email includes a direct link that takes you to the task page.

Once the page opens, scroll to the Approval Center and take the necessary action.

Approve Tasks From the Task Page

You can also approve tasks directly within Lexzur:

• Open the Task Module from the main menu.

• From the task grid, open the task awaiting your approval.

• Scroll to the Approval Center.

Approval

• Click the green tick to Approve.

• Add a comment if needed (optional).

• The workflow will automatically move to the next approver, who will receive their own email notification.

Rejection

• Click the red cross to Reject.

• A rejection comment is required.

• If you are the first approver, your rejection stops the approval flow until you revise and approve the task.

All comments—whether approvals or rejections—are logged in the approval level for easy tracking.

Resend Approval Email

If needed, you can resend the approval email as a reminder.
An email is automatically sent when the approval center is initiated, but you may send additional reminders manually.

Approval Subtasks

When approvers are added, the system automatically creates a subtask for each approval step.

• Click the Subtask ID next to the approval label to open it.

• This subtask is dedicated to the approval action and includes tools for collaboration.

Within the approval subtask, you can:

• Edit the description

• Add comments

• Attach files

• Approve or reject the task

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!