Task Approval

If a task type is configured to require approval by a task approver, they are added to the Pending Approval tab on the Task List page.

Tutorial: For a brief overview of the process, click the above image to view the Task Approval training video. For full details, continue reading below.

Note: When a Recurring Task Template is created with a task type that requires approval, it will go through the approval process. Instances of the recurring task do not go through the approval process.

Note: Re-opened tasks go through the approval process if the task type requires it.

This topic includes the following:

• Pending Approval Tab

• Approve Task

• Deny Task

• Edit Task