How to set Approval for a Task?

Step 1: Let’s open Project [Test Project (3356)] and click the “New Asset” row.

*Task View Table Interface with new task row*

Step 2: When asking for task approval, we need to tag the “User” we want the approval from, for that task.

Step 3: Write the email address of the user who’ll approve the task.

*Note: Every time there’s an update to the task, the task row will turn bluish*

Step 4: Fill all the necessary details. Using the scroll bar, go to the right until “APPROVAL.” Tick the approval box and don’t forget to click SAVE .

Note: When a task update is successfully saved, the task row turns white with green ID.

Step 4: An email notification will be sent to the User informing them that a task needs approval

Step 5: When the user clicked on the link at the email, it will request them to login to the Dashboard and taken to the Project’s View Table page. Scroll to the right using the scroll bar till the “Approval” column. The Approval column will have 2 icons – a check (✔) and a cross (X) icons []. Click the check (✔) icon to approve and the cross (X) icon to disapprove.

Step 6: When the clicked on the “Check” icon and the task is approved, a pop-up dialog box will appear. Click OK to confirm approval. An email notification will be also be sent to notify the user that the task is approved.

In the View Task page, the approved task row is highlighted and “Approved” written in the Approval Column. Don’t forget to SAVE.

When saved successfully, the row will turn white with green ID.