Tasks and approvals

Create tasks, work on them and send them for approval.

• How do I create a task from a template?Click New Task, pick a template, choose the client and click Create Task. The template’s checklist is copied into the task.
• How do I work on a task?Open the task, set its status, tick off the checklist, upload files and add comments. You change the status yourself as the work moves ahead.
• How do I send a task for approval?Open the task, pick an approver in the Approval box and click Send for Approval. The approver gets a notification.
• How do I approve or reject a task?Open Approvals to see the tasks waiting for you. Open a task, then click Approve or Reject and write a short comment.
• How do I create an assignment template?Open Master Data & Templates, click New Template and fill in the cards: identity, due-date rule, checklist and fees. Then save it as Active so people can use it.
• How do I create a task without a template?Click New Task, choose the Blank task tab, pick the client, name the task and set the due date. Add checklist items and fees if you need them.