Admins Task Management Settings

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

1. Click on the Admin Tab from the Main Menu

   

2. Select “Org Settings” from the Drop-down list

   

3. Expand the Marketing Section

4. 

   Click on Task Approval Settings

   

5. Task Approvers

   1. Select first-level approvers from the drop-down list.

      

   2. Task Approver #2 Required Toggle:

      

      1. “Yes” will require a second-level approver for Tasks.

         

      2. “No” will require Tasks to be approved by only one approver.

         

   3. Task Approver 2(s)

      1. Select second-level approvers from the drop-down list.

         

   4. Click Save to save your settings.