How-To Guides
Step-by-step instructions for common operational tasks across onboarding, approvals, notifications, and collaboration.
How to Assign an Onboarding Task
Make ownership clear during organizational or application onboarding by assigning tasks.
How to Assign a Requested App
Assign a specific user to review, coordinate, or progress a standard application request.
How to Create a Custom Discovery Request
Capture custom application needs that do not fit the standard catalog.
How to Convert a Custom Discovery Request to an Application
Operationalize a discovery request by converting it into a real application onboarding flow.
How to Submit an Approval Request
Request formal review for an action or decision that requires governed approval.
How to Approve or Reject a Request
Use the Approvals Inbox to review pending requests and record decisions.
How to Upload an Attachment
Add supporting files to work items and approvals in NxtLayr.
How to Add a Comment to Activity
Collaborate directly on onboarding tasks, requested apps, discovery requests, and other work items.
How to Manage Notification Preferences
Control which alerts you receive in-app and, where supported, by email.
How to Cancel a Pending Approval Request
Cancel an approval request you submitted before a decision is made.
How to Use the Notification Bell
Quickly access recent in-app alerts without opening the full Notifications page.
Use Comments and Attachments Together
Pair files with explanatory comments so reviewers know why an attachment matters.
How to Review a Requested Standard App
Decide whether a requested standard app should be approved, deferred, rejected, or provisioned.
How to Update an Onboarding Task Status
Keep onboarding statuses accurate so teams know what is pending, active, completed, or blocked.
How to Review a Custom Discovery Request
Review a custom discovery request before progressing, reassigning, or converting it to an application.
How to Reassign Work
Move a task, requested app, or discovery request to a new owner when the current owner is no longer right.
How to Use the Organization Onboarding Board
Coordinate all onboarding work for a single organization in one place.
How to Use Application Details Before Taking Action
Orient yourself with Application Details before making onboarding, support, or governance decisions.
How to Use Application Onboarding for Readiness Review
Use Application Onboarding to confirm whether an app is truly ready for pilot or go-live.
How to Use Notifications for Daily Workflow Review
Treat notifications as a daily workflow signal, not just passive alerts.
How to Decide Between Requested Apps and Custom Discovery
Choose the right intake path when a new application enters onboarding.
How to Prepare an Approval Request That Gets Approved Faster
Write clear approval requests that approvers can decide on without follow-up.
How to Keep Activity Timelines Useful
Treat activity timelines as an operational record, not just a place for short notes.
How to Review Entitlements Before Expanding Usage
Check current entitlements before onboarding more applications or scaling operational use.