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 Select Org Setting from the Admin Tab from the Main Menu
Select “Org Settings” from the Drop-down list
Expand the Marketing Section
Click on Task Approval Settings
Task Approvers
Selecttab in the main menu bar.
Expand the Marketing section.
Click Content Library Settings.
The Marketing/Content Library Settings/Manage Content Library Settings page opens.
Complete the Statuses to Exclude from Audience Selection and Task Approval Process Settings sections.
Select a status(es) from the Status(s) dropdown list that should be excluded.
Select the first-level approvers from the drop-down list Task Approver(s) dropdown.
Set the Task Approver #2 Required Toggle:
“Yes” will require toggle.
Yes requires a second-level approver for Tasks.
“No” will require No requires Tasks to be approved by only one approver.
Task Approver 2(s)Select the second-level approvers from the
drop-downTask Approver 2(s) dropdown list.
Click Save to save your settings.
