Work with tasks and approvals

  • Release version: Australia
  • Updated May 28, 2026
  • 1 minute to read

    • Triage your queue from the Employee Slate Tasks and requests. Review task summaries, act on approvals, apply conversational filters, and retrieve items through chat.

    Before you begin

    Verify the Now Assist is active on the instance. AI summaries, AI prioritization, conversational filters, and chat-driven approval actions require Now Assist.

    Role required: Employee

    About this task

    You can view, track, and act on pending tasks, approvals, and open requests across enterprise systems. These systems include HR approvals, IT tasks, learning content, and surveys.

    Procedure

    1. Open Tasks and requests in one of the following ways.
      • Select the Tasks and requests widget on the home page.
      • Select Tasks and requests in the side navigation.
    2. Review items in the Tasks and Requests tabs.
      The Tasks tab lists tasks and approvals assigned to you, sorted by AI prioritization. The Requests tab lists requests that you or others created for you. Each card shows an AI-generated summary of who is asking, what is needed, and why it matters. For more information, see Configure tasks and requests.
    3. Open a card to view the task detail and approval checklist.
      The task detail includes a summary of the request and a checklist that highlights which knowledge article conditions the request meets. Use the checklist to make a faster or more informed decision.
    4. Optional: Apply a conversational filter.
      Ask the chat to filter, for example by overdue status or by request type. Ask the chat to clear filters to return the full list. Conversational filters are additive to the filter configuration that the administrator sets.
    5. Optional: Retrieve tasks or requests through chat.
      Ask the chat for your tasks or requests to receive a task or request widget that lists matching items. Select View details in the widget to open the task detail without leaving the conversation.
    6. Optional: Track a specific incident, case, or request through chat.
      Ask the chat about a specific record, for example an incident number. The chat returns a single-item widget that you use to review and act on the record.
    7. Approve or reject the item.
      Take action from the detail page or enter a natural language command in chat such as Approve this request or Reject this request.
      Based on your action, the state is updated.