How to Filter Document at Actions For You To Do View

How to Filter Document at Actions For You To Do View

March 31, 2018 How To Do

The list in Actions For You To Do could be a long list. Now there’s a new view for you to take action on those submitted leave or expense claim documents. You could also filter the documents for easier approval.

Login for Manager or Expense Claim approver.

On the dashboard, Actions For You To Do will show up to 5 latest document pending for your action. Click on the ‘See all pending tasks for details’ button.

A view with pending Leave Request table and Claim Request table will be shown. You can click on each column to sort the document according to the column.

If you want to filter the Claim Request by a person and month. In the Search text box just key in the name and month. Example, William March

The ‘Actions for you to do’ view provides a structure information for approval with filtering functions.

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William Beh: