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Task Self Approval
Users can approve their own tasks.
Note: If the user makes no edits, the task is approved automatically.The permission is visible when users complete the 5-Step Task Approval Process.
Users seeing Send have Task Self Approval permission.
Task Approver
Users can approve other users' tasks.
The permission is visible when users complete the 5-Step Task Approval Process.
Users seeing Send have Task Approver permission.
Send for Approval
Organizations can set up a one-step or two-step approval process in the task management system.
As a user, the Send button is visible when the 5-Step Task Approval Process is completed.
Users seeing Submit for Approval require task approvals before the task can be sent.
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Task Approval permissions are determined at the organization level. Consult with your system administrator if you have questions about approvals. |
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Task Management Navigation
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Status Selection
The Status Selection option box offers several functionalities:
Users can make multiple selections.
Pending approval and pending second approval tasks are shown by default.
Users can choose other status options by clicking into the field and selecting from the dropdown menu.
Users can click the X button to remove a selection.
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Add Task
Do not use the Task Management Add Task process. The button will be updated in a future release to direct a task creation to the Content Library.
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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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Content Edited | Users will now know if the base template was edited by task creator. This only applies to Email content. |
Preview Content | Users can preview content. This only applies to Email content. |
Decision Options |
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