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Description

Task approval permissions can be established by administrators, with the option of either a one-step or two-step approval process. With In the one-step process, a single approver is responsible for approving taskstask approval, while the two-step process involves two levels of approval from different two individuals. This feature provides flexibility in task management, as organizations can allows organizations to choose the most suitable approval process that best suits for their needs. Additionally, providing flexibility in task management. Moreover, administrators can assign different various approval permissions permission levels to users, allowing enabling them to approve their own tasks or to require a designated designate an approver. This level degree of customization ensures that tasks are approved efficiently and accurately while providing the necessary controls for managing workload and maintaining oversightguarantees efficient and precise task approval while maintaining workload management and oversight controls.

Using Task Approval Settings

  1. Click on the Admin Tab Select Org Setting from the Main Menu

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    Select Organization Admin from the Drop-down list

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    Admin tab in the main menu bar.

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  2. Expand the Marketing Sectionsection.

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    Click on Task Approval Settings

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  4. Task Approvers

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  5. Click Content Library Settings.

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  6. The Marketing/Content Library Settings/Manage Content Library Settings page opens.

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  7. Complete the Statuses to Exclude from Audience Selection and Task Approval Process Settings sections.

    1. Select a status(es) from the Status(s) dropdown list that should be excluded.

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    2. Select the first-level approvers from the drop-down list Task Approver(s) dropdown.

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    3. Set the Task Approver #2 Required Toggle:

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      toggle.

      • Yes

      : will require
      • requires a second-level approver for Tasks.

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      • No

      will allow
      • requires Tasks to be approved by only one approver.

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    4. Select the second-level approvers from the

      drop-down

      Task Approver 2(s) dropdown list.

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  8. Click Save to save your settings.

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