How to ping an Approver who hasn’t approved, or send an Approval Reminder
A. To send an Approval Reminder or Ping the next Approver on your own Request:
- Head over to the My Requests tab.
- You can visualize your Requests either using List view or Kanban view, by clicking on their respective buttons on the top right side of the screen.
- User filters and the search bar to narrow down your request(s):
- If in Kanban view, search for your approved Request: under the Approved column or by using the search bar.
- If in List view, according to your search terms and filters, matching results will show on top of the list.
- Click on the Request you wish to edit, to view the Request Details screen.
- Click on the Ping Next Approver button.
B. To send an Approval Reminder or Ping the next Approver on another user’s Requests:
- Go to the Reports tab.
- Head over to the Company Requests subtab.
- Use the search bar and filters to narrow down your results.
- Click on the Request you wish to edit, to view the Request Details screen.
- Click on the Ping Next Approver button.
Please note that pinging approvers will only ping the next approver in line. Approvers who have already approved, or approvers who are not next in line to approve yet, will not be notified.
