Administrators can set up task approval permissions. Permission can be set to allow for either a one-step or two-step approval process. With the one-step process, a single approver is responsible for approving tasks, while the two-step process involves two levels of approval from different individuals. This feature provides flexibility in task management, as organizations can choose the approval process that best suits their needs. Additionally, administrators can assign different approval permissions levels to users, allowing them to approve their own tasks or to require a designated approver. This level of customization ensures that tasks are approved efficiently and accurately while providing the necessary controls for managing workload and maintaining oversight.
Using Task Approval Settings
Click on 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
Select first-level approvers from the drop-down list.
Task Approver #2 Required Toggle:
“Yes” will require a second-level approver for Tasks.
“No” will require Tasks to be approved by only one approver.
Task Approver 2(s)
Select second-level approvers from the drop-down list.
Click Save to save your settings.
