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Helpers, Kio and analytics

Declining a proposal

On the card choose Decline … (key N), give a reason if you like and confirm with Decline. Declined means: it does not happen.

A declined proposal is not carried out.

How to decline

  1. 1. On the card choose Decline … or press N.
  2. 2. Write a reason or pick one of the suggestions: I'll do it myself, Not right now or Numbers are off. The reason is optional.
  3. 3. Choose Decline. Back cancels.

The reason then appears in the case's history.

At level 3

If the helper works at level 3, a deadline runs on the card. If you decline before it ends, nothing is carried out. Later is not available while the deadline runs. More in A proposal runs by itself.

Approvals in the inbox

You decline approvals in the inbox in a similar way, but there a reason is required. See Approvals in the inbox.

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