Task approval allows you to add approvers and set up an approval center for tasks, similar to contract approvals, ensuring structured and accountable workflows.
First, you need to enable the Task Approval Center in your system settings. Here’s how:
Once you’ve enabled task approvals, head over to the Task Settings. You’ll now see the Approval Center option available there.
Open the Approval Center page and click on Add to start creating your custom approval process.
Here you can also manage any existing approval centers, edit, delete or clone. |
Give your approval center a name (something descriptive).
Now, let’s define the conditions for approval:
Specify the approver’s name and provide a label
And if needed, add an approver order. Sometimes approvals need to happen in a specific sequence (e.g., Team Lead first, then Manager).
Once you’ve set up your approval center, it becomes your approval matrix.
Any task created under the specified criteria—whether manually or through automation—will follow this matrix. The system will automatically route tasks to the right approvers based on your defined rules.
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