Description
Task approval permissions can be established by administrators, with the option of either a one-step or two-step approval process. In the one-step process, a single approver is responsible for task approval, while the two-step process involves approval from two individuals. This feature allows organizations to choose the most suitable approval process for their needs, providing flexibility in task management. Moreover, administrators can assign various approval permission levels to users, enabling them to approve their own tasks or designate an approver. This degree of customization guarantees efficient and precise task approval while maintaining workload management and oversight controls.
Using Task Approval Settings
Click on the Admin Tab from the Main Menu
Select “Org Settings” from the Droptab in the main menu bar.
Select Org Settings from the drop-down list.
Expand the Marketing Sectionsection.
Click on Task Approval Settings.
Enter the Task Approvers.
Select first-level approvers from the drop-down list.
Set the Task Approver #2 Required Toggle: toggle.
Yes requires a second-level approver for Tasks.
No requires Tasks to be approved by only one approver.
Select the second-level approvers from the drop-down list.
Click Save to save your settings.
