How do you only add an approval process for certain tasks in Task Template? | Community
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stan255
Level 4
October 15, 2024
Solved

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

  • October 15, 2024
  • 1 reply
  • 891 views

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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Best answer by Sven-iX

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. 

1 reply

Sven-iX
Community Advisor
Sven-iXCommunity AdvisorAccepted solution
Community Advisor
October 15, 2024

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. 

S
stan255Author
Level 4
October 15, 2024

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?

S
stan255Author
Level 4
October 15, 2024

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!

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