Finding Tasks and Approvals Assigned to You

Finding Tasks and Approvals assigned to you in the Client Portal

Finding Tasks and Approvals assigned to you and your group in TDNext

 

Finding Tasks and Approvals assigned to you in the Client Portal

You can find all the approvals assigned to you in the Client Portal under Services (in the blue menu bar), My Approvals (in the grey sub-menu bar under Services).
screenshot showing TDX navigation with Services and My Approvals

If you’ve created custom reports or new reports specific for your group, you can also find your tasks and approvals under Reports. Additionally, any reports created by others that are shared with you will also display here.
screenshot showing TDX navigation with Reports button

 

Finding Tasks and Approvals assigned to you and your group in TDNext

You can create custom reports and add standard TDX reports to your Desktop. See instructions for Creating and running reports in TD Next.

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Related Articles (6)

Instructions for how to add reports to your Desktop in TDNext.
Instructions for how to complete an approval step in TDNext or the Client Portal.
Overview of how to complete assigned Tasks and Approvals for a technology request.
Instructions for reviewers and approvers to complete Workflow Tasks in TDNext.
Instructions for how to create reports for Tasks and Approvals assigned to your group.
Overview of the workflow and process for reviewers and approvers assigned to a technology request.

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