Is there a way to add an approval process for certain tasks in Task Template?For e.g.Design ad (Requires approval)Launch ad (Does NOT require approval)

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stan255

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How do you only add an approval process for certain tasks in Task Template?

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Is there a way to add an approval process for certain tasks in Task Template?

For e.g.

Design ad (Requires approval)
Launch ad (Does NOT require approval)

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Sven-iXAccepted solution

Community Advisor

Hi @stan255

yes, just like in a project, click the task, then in the left nav find Approvals.

Pick one form the list (set up under Processes in SetUp) or create a one-time flow for this template task.

Sven-iX

Accepted solution

Community Advisor

Hi @stan255

yes, just like in a project, click the task, then in the left nav find Approvals.

Pick one form the list (set up under Processes in SetUp) or create a one-time flow for this template task.

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stan255Author

Level 4

Thanks, @sven-ix. If I apply an approval process on a project level, will the approval then be applied to all tasks in that project?

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Sven-iX

Community Advisor

Hi @stan255

No: an approval process is specific to the object it's connected to: If you apply an approval to the project it has no impact on the tasks.
Makes sense because you typically don't want EVRY single task to get approved.

But since you can set these at the template, it's a one-time chore and then you're golden: Every project created from that template will have those approvals you defined.

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