Expand my Community achievements bar.

Join us LIVE in San Francisco on November 14th for Experience Makers The Skill Exchange. Don't miss out on this free learning event!
SOLVED

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

Avatar

Level 4

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)
Topics

Topics help categorize Community content and increase your ability to discover relevant content.

1 Accepted Solution

Avatar

Correct answer by
Level 5

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. 

View solution in original post

4 Replies

Avatar

Correct answer by
Level 5

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. 

Avatar

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?

Avatar

Level 5

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.