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Setup Approval Workflow for All Tasks

Need a client's confirmation on a task or want to keep track of your team better? Supercharge your team's workflow by adding approval workflow to all of your tasks. 

Note: Team Performance Report is only available in select plans.

To add Approval Workflow to any task, open the Advanced Options of your task.

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Scroll to the Requires Approval By field. Select who the task is assigned and who must approve the task.

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Once the task is finished by the assignee, the approver will be notified to approve the task.

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All tasks that need approval will show up in the Pending Approval part of the Dashboard. Click Dashboard_-_CoSchedule__.png to approve the task or Dashboard_-_CoSchedule__.png to deny.

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Once approved or denied, click the task to go to the content. You can then leave a comment inside of the content to give more information on why it was approved or denied.

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