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Request Inbox

The Request Inbox is your centralised 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.

Key Features

  • Centralised task management for all Operator Action requests

  • Email notifications for new tasks

  • Complete task history and audit trail

  • Filtering and sorting capabilities

  • Real-time workflow continuation upon task completion

  • Status tracking for all requests

How to Access the Request Inbox

  1. Navigate to the main Lleverage interface

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

  3. Click on the Requests tab to open your inbox

  4. The inbox displays all tasks assigned to you

💡 You can also access the Request Inbox directly from email notification links.

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 Operator 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 Filtering Options

  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)

💡 Use filters to quickly find specific tasks or monitor particular workflows.

How to Action Tasks

For 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

  3. Click the appropriate button to make your decision

  4. The task status updates immediately

  5. The workflow continues based on your selection

⚠️ Once you click a button, the action cannot be undone. Review carefully before deciding.

For 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

  4. Optional fields can be left empty if not applicable

  5. Click "Submit" to complete the task

  6. The workflow continues with your provided data

💡 Required fields are marked and must be completed before submission.

Understanding Task History

Viewing 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 timestamp and workflow details

  • All assignee information

  • Completion details and user actions

  • Any data submitted through forms

  • Status changes throughout the task lifecycle

💡 The audit trail helps with compliance, troubleshooting, and process improvement.

Managing Multiple Tasks

Prioritizing Tasks

  1. Sort tasks by creation date to handle oldest first

  2. Look for urgent indicators in task titles or descriptions

  3. Check workflow names to prioritize critical processes

  4. Use filters to focus on specific types of tasks

Bulk Task Management

While tasks must be actioned individually:

  • Use filters to group similar tasks

  • Open multiple browser tabs to review several tasks

  • Develop a routine for checking and clearing your inbox

⚠️ Delayed task completion can block critical workflows. Check your inbox regularly.

Notifications and Alerts

Email Notifications

When assigned a task, you receive an email containing:

  • Task title and description

  • Direct link to the task in the Request Inbox

  • Workflow name and context

  • Urgency indicators if configured

In-Platform Notifications

  • Badge indicators on the Requests tab show pending task count

  • Real-time updates when new tasks arrive

  • Status changes reflected immediately

💡 Configure your email settings to ensure you don't miss critical approval requests.

Best Practices

For Task Completion

  • Review all provided information before making decisions

  • Complete tasks promptly to avoid workflow delays

  • Add comments or notes if the platform supports them

  • Verify data accuracy for input requests

For Inbox Management

  • Check your Request Inbox at regular intervals

  • Clear pending tasks before they accumulate

  • Use filters to organize your workflow

  • Monitor completed tasks for patterns or issues

For Teams

  • Establish response time expectations

  • Create escalation procedures for urgent requests

  • Review historical data to optimize approval processes

  • Use role-based assignment for better task distribution

💡 The Request Inbox is essential for maintaining smooth human-in-the-loop workflows. Regular monitoring ensures your automated processes run efficiently while maintaining necessary human oversight.

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