Tasks Overview [admin]

Access the Tasks Tab

• Navigate to the Tasks section on your dashboard to view tasks requiring your attention.

View Task Details

• Click on a specific task to be redirected to the Tasks page.

Take Action

• On the Tasks page, you can:
  • Submit for Review: Manage tasks like missing documentation or memos.
  • Approve Transactions: Review and approve pending transactions.
  • Review Cards: Handle card-related reviews and actions.
  • Card Limit Requests: Reject and approve card limit requests.