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Using Task Approval Settings

  1. Click Select Org Setting from the Admin tab in the main menu bar.

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  2. Select Org Settings from the drop-down list.

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  3. Expand the Marketing section.

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  4. Click Task Approval Settings.

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  5. Enter the Task Approvers.

    Select


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  6. Expand the Marketing section.

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  7. Click Content Library Settings.

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

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  9. 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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      • Yes requires a second-level approver for Tasks.

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      • No 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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  10. Click Save to save your settings.

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