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Approvers choose from the following four review options for each task on the Task Management screen: View, Edit, Decline, or Approve.
View
Clicking View opens the Content Library Task, where all steps of the 5-Step Task Approval Process can be reviewed.
Edit
Clicking Edit opens the Content Library Task, where Steps 3 and 4 of the 5-Step Task Approval Process can be edited.Decline
Clicking Decline opens the Confirm Decline window.
Clicking Yes declines the request, so the task cannot be resumed. Notes are required when declining a task to advise the submitter of the reason for the decline.
Users who submit the task will receive an email advising that the task was declined.
Approve
Clicking Approve opens the Confirm Approval window.
Clicking Yes approves the task.
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Column Name | Description |
Task ID | Is the system-generated reference number for the task?   |
Task Name | Step 4 of the 5-Step Task Approval Process. Users can keep or edit the system-generated Task Name.   |
Submission Date | Displays the Date that the Task was submitted for approval.  |
Status | Displays the status of the task approval.  
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Scheduled Date | The scheduled task date and time indicate the specific date and time for a task to be executed.   |
Action Type | The type of task.  
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Query | This field is being removed. |
Estimated Count | Estimated number in the audience that will receive the communication.   |
Results | Displays the processing state and updates the number only one time.   |
Approved By | Shows the user who approved the task.   |
Created By | Displays the user that created the task.   |
Comment | Step 5 of the 5-Step Task Approval Process allows users to input a note for review. This note will be displayed here.   |
History | Click on the comment icon to open the Approver Notes. Approvers can enter notes about their decision on the task.
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Decision Options |
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