Tasks: Status and Approvals

Manage tasks with approvals

When to Use Approvals:

By default, tasks are created as no approval required. Set required approvals on tasks that will need another person to sign-off on their completion. Any person on the project team can be set as an approver.

Read more about How to Add Users to a Project.

Status Types:

  • To Do
  • Doing
  • Done
  • Pending

Approvals:

  • No Approval Required
  • Approval Required
  • Pending
  • Approved

1. Set the task to require an approval

  • Click the hand to toggle the approval setting

Default: No Approval Required

Approval Required

  • Approval modal will open to add new approver. Multiple approvers can be set.

Add Approver(s)

2. When task is complete, mark the status at “Pending”

  • The approver will be notified to review the task

3. The approver can either approve or deny task completion

  • If approved, the task status changes from “Pending” –> “Done”
  • If denied, the task status changes from “Pending” –> “Doing” and the process is repeated.

Task Done, Task Approved!