Visma.net Approval
Preferences
Settings - Preferences
In the Preferences window you define the user-specific settings. These settings only affect your user account and not the other users of the service.

Each task you receive has a task due date which is defined by the system administrator in the Due settings. You can define how many days before the task due date you want to mark the task as 'soon overdue'.
When you have a task which is soon overdue, you will be notified of this in several ways:
- The task has an orange marker in My tasks.
- The task is included in the soon overdue email.
- The task is marked as soon overdue in the overview email.
You can define if and when you want to receive the soon overdue email and the overview email in the Notifications window.

Activate this setting to automatically open up the comment pop-up window when you approve a document. This way you can directly enter a comment which is shown to everyone in the workflow. If you do not want to enter a comment for a specific document, you can leave the comment field empty.
If this setting is not activated, you can still enter a comment in the comment panel and this will also be shown to everyone in the workflow.

You can set the behaviour of what is going to happen after you have handled a task in the Task details tab.
There are two options you can choose from:
Radio button | Description |
---|---|
Open the next task | After you have handled a task, the next task in the list will open automatically. |
Return to the task list | After you have handled a task, the system will take you back to the task list. |
Related topics
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Notifications |