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Submit a task for approval and check its status

Learn how to submit a task for approval, choose the approver and follow the approval status.

Written by Yuliya Chakhovich

Steps

  1. When a task needs approval, the button at the bottom of Task details reads Submit for approval instead of Complete task. Complete every required field first.

  2. Select Submit for approval.

  3. Choose the approver and the date the approval is due. You can add a comment for the approver.

  4. Select Submit. The activity shows that you sent the task for approval, and the approver is shown under Approvers.

Follow the status

  • In Tasks, your task is labeled Waiting for approval.

  • Use Add filter, then Status, to list your tasks by status: To do, Waiting for approval, Completed or Reopened.

  • If the approver approves, the task is completed. If changes are needed, it comes back to you with their comment.

Changed your mind?

Select Cancel approval request. The request is withdrawn, and the task is yours again to change and submit later.

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