You can complete, approve, or reject tasks that are assigned to you in the User Experience.
If a Workflow owner assigns you a task, you are notified by email and Anaplan notifications. If you have the Anaplan mobile app on your mobile device, you also receive a push notification. Use these notifications to action a task. Otherwise, access the task inbox and select the task you want to action.
The task details pane provides instructions on how to complete the task. Read the instructions and then select View task to open the page that contains the task.
If enabled by a workflow owner, you can action tasks via email notifications. Select the Approve, Reject, or View button in the notification email. The task is performed automatically, and you are navigated to the relevant page in Anaplan.
Note: If you aren't logged in to Anaplan, you'll have to complete the standard authentication process as part of conducting an approval. Once authenticated, subsequent actions will flow more smoothly.
