Documentation Index
Fetch the complete documentation index at: https://grantmaster.dev/llms.txt
Use this file to discover all available pages before exploring further.
Workflow & Tasks
The Workflow module is a unified inbox designed to manage all approvals, tasks, and notifications across your organization.The Workflow Inbox
Accessible via the Workflow sidebar item, this view consolidates:- Approvals: Grant proposals, expense reports, and journal submissions awaiting your sign-off.
- Tasks: Project milestones and specific assignments requiring action.
- Notifications: Important alerts about status changes or system events.
Working with Tasks
- Status Tracking: Tasks move through standard states (Pending, In Progress, Review, Completed).
- Assignment: Views can be filtered by “Assigned to Me” or “Team Tasks”.
- Prioritization: Use the urgency badges to identify tasks nearing their SLA deadlines.
The Approval Process
- Review: Click on an approval item to see the full details (e.g., the attached document or expense category).
- Decision: Options typically include Approve, Reject (requiring a comment), or Request Changes.
- Escalation: If a task remains inactive beyond the SLA, it may be auto-escalated to a supervisor as configured in the Workflow Engine.