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Opserly Documentation

Step-by-step guides for every module — from your first login to invoicing, field jobs, workflows, and reporting.

Complete a workflow task

Approve or reject items assigned to you in the approval queue.

Workflow Tasks centralizes pending approvals across modules.

Complete a workflow task
  1. 1

    Open Workflow Tasks

    See all pending items assigned to you or your role.

  2. 2

    Review the record

    Open the linked quote, expense, timesheet, or AP bill.

  3. 3

    Approve or reject

    Add comments on reject. Approved items advance to the next level or finalize.

Configure an approval workflow (admin) →