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Request Inbox

The Request Inbox is your centralized hub for managing all human-in-the-loop tasks created by Operator Actions in your workflows. It provides a unified interface to view, action, and track the history of all approval requests and input forms assigned to you or your team.

Overview

When workflows reach human-in-the-loop actions like Request Approval or Request Input, they create tasks that appear in the Request Inbox. This ensures that critical human decisions and data collection don't get lost while maintaining workflow efficiency.

Key Features

  • Centralized Task Management: All human-in-the-loop requests in one location

  • Email Notifications: Instant alerts for new tasks

  • Complete Audit Trail: Track all decisions and submissions

  • Filtering and Sorting: Organize tasks by priority and type

  • Real-time Updates: Workflow continuation upon task completion

  • Status Tracking: Monitor pending and completed requests

How to Access the Request Inbox

How to open your Request Inbox

  1. Navigate to the main Lleverage interface

  2. Look for the "Requests" tab in your navigation menu

  3. Click on the "Requests" tab to open your inbox

  4. The inbox displays all tasks assigned to you

💡 Tip: You can also access the Request Inbox directly from email notification links for faster task completion.

Understanding the Request Inbox Interface

Task List View

The main view shows all your pending and completed tasks with:

  • Task Title: The title configured in the human-in-the-loop action

  • Workflow Name: Which workflow generated this request

  • Created Date: When the task was created

  • Status: Pending, Completed, or specific button status

  • Assignee: Who the task is assigned to

  • Task Type: Whether it's an approval request or input request

Task Filtering Options

How to filter your tasks

  1. Status Filter: View all, pending, or completed tasks

  2. Date Range: Filter tasks by creation date

  3. Workflow Filter: Show tasks from specific workflows

  4. Assignee Filter: View tasks by specific assignees (if you have permissions)

  5. Task Type: Filter by approval or input requests

💡 Best Practice: Use filters to quickly find specific tasks or monitor particular workflows for better task management.

How to Action Tasks

For Approval Requests

How to complete approval requests

  1. Click on a pending approval task to open it

  2. Review the provided information:

    • Title and description from the workflow

    • Any context or data from previous workflow steps

    • Available action buttons with different styling

  3. Click the appropriate button to make your decision

  4. The task status updates immediately

  5. The workflow continues based on your selection

⚠️ Important: Once you click an approval button, the action cannot be undone. Review all information carefully before making your decision.

For Input Requests

How to complete input requests

  1. Click on a pending input task to open it

  2. Review the request description and context

  3. Fill out all required form fields (marked as mandatory)

  4. Complete optional fields if applicable

  5. Click "Submit" to complete the task

  6. The workflow continues with your provided data

💡 Form Completion Tip: Required fields are clearly marked and must be completed before submission. Save time by gathering all necessary information before starting the form.

Understanding Task History

Viewing Completed Tasks

How to review completed tasks

  1. Use the status filter to show completed tasks

  2. Click on any completed task to view:

    • Who completed the task

    • When it was completed

    • What decision was made or data was submitted

    • The complete task timeline

Audit Trail Features

Each task maintains a complete history including:

  • Creation Details: Timestamp and originating workflow information

  • Assignment Information: Who was assigned and how

  • Completion Record: User actions and submission details

  • Data Submitted: All form data or approval decisions

  • Status Changes: Complete lifecycle tracking

💡 Compliance Benefit: The audit trail helps with compliance requirements, troubleshooting workflow issues, and process improvement initiatives.

Managing Multiple Tasks

Prioritizing Your Workload

How to prioritize tasks effectively

  1. Sort tasks by creation date to handle oldest first

  2. Look for urgency indicators in task titles or descriptions

  3. Check workflow names to prioritize critical business processes

  4. Use filters to focus on specific types of tasks or workflows

  5. Consider the impact of delayed completion on downstream processes

Efficient Task Management

Best practices for handling multiple tasks

  • Use filters to group similar tasks for batch processing

  • Open multiple browser tabs to review several tasks simultaneously

  • Develop a regular routine for checking and clearing your inbox

  • Communicate with workflow owners about expected response times

⚠️ Workflow Impact: Delayed task completion can block critical workflows and affect team productivity. Check your inbox regularly and establish response time commitments.

Notifications and Alerts

Email Notifications

When assigned a task, you receive an email containing:

  • Task Details: Title, description, and type

  • Direct Access: Link to the task in the Request Inbox

  • Context: Workflow name and relevant information

  • Urgency: Priority indicators if configured in the workflow

In-Platform Notifications

  • Badge Indicators: The Requests tab shows pending task count

  • Real-time Updates: New tasks appear immediately

  • Status Changes: Completed tasks update instantly

  • Workflow Continuation: Visual confirmation when workflows resume

💡 Stay Connected: Configure your email settings to ensure you don't miss critical approval requests or time-sensitive input needs.

Best Practices

For Efficient Task Completion

  • Review Thoroughly: Read all provided information before taking action

  • Act Promptly: Complete tasks quickly to avoid workflow delays

  • Provide Quality Input: Ensure accuracy and completeness for input requests

  • Verify Decisions: Double-check approval choices before confirming

For Effective Inbox Management

  • Regular Monitoring: Check your Request Inbox at consistent intervals

  • Clear Pending Tasks: Address tasks before they accumulate

  • Use Organization Tools: Leverage filters to manage your workload

  • Review Patterns: Monitor completed tasks to identify process improvements

For Team Collaboration

  • Set Expectations: Establish clear response time commitments

  • Create Escalation Procedures: Define backup processes for urgent requests

  • Optimize Assignment: Use role-based assignment for better distribution

  • Share Knowledge: Help team members understand complex approval criteria

💡 Workflow Success: The Request Inbox is essential for maintaining smooth human-in-the-loop workflows. Regular monitoring and prompt action ensure your automated processes run efficiently while preserving necessary human oversight.

Troubleshooting

Common Issues and Solutions

Not receiving task notifications

  • Check email settings in your user profile

  • Verify you're assigned to the correct role or user group

  • Confirm your organization permissions

Tasks not appearing in inbox

  • Refresh the page or clear browser cache

  • Check if you're viewing the correct organization/project

  • Verify the workflow is published and active

Cannot complete tasks

  • Ensure you have the necessary permissions

  • Check if the task has already been completed by someone else

  • Verify all required fields are filled correctly

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