Is there a way to add an approval process for certain tasks in Task Template?
For e.g.
Solved! Go to Solution.
Topics help categorize Community content and increase your ability to discover relevant content.
Views
Replies
Total Likes
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.
Views
Replies
Total Likes
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.
Views
Replies
Total Likes
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?
Views
Replies
Total Likes
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.
Makes sense. Thanks again, Sven!
Views
Replies
Total Likes
Views
Likes
Replies
Views
Likes
Replies