Objectives:
Steps:
Task approval allows you to add approvers and set up an approval center for tasks, similar to contract approvals, ensuring structured and accountable workflows.
Enable Task Approval Center:
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First, you need to enable the Task Approval Center in your system settings. Here’s how:
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Once you’ve enabled task approvals, head over to the Task Settings. You’ll now see the Approval Center option available there.
Creating a New Approval Center:
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Open the Approval Center page and click on Add to start creating your custom approval process.
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