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.
Who can do this: Admin, Partner, Company SecretaryLast checked: 19-10-2026
Send the task
- Open the task.
- In the Approval box, click Set next to — No Approver set —.
- Choose the person who will approve. Only people with the approver permission appear in this list.
- Click Send for Approval.
What you will seeThe box shows “sent to” and the approver’s name, with a Pending badge.
Good to know
- You choose the approver each time. DueFiler never picks one for you.
- Sending for approval does not change the task status. The two are separate.
- Sent it to the wrong person? Click the small X (Cancel approval request), then send again.
- The list is empty? Ask your Admin to give the approver permission to someone.
Cannot see this on your screen?
- Your role must be one of these: Admin, Partner, Company Secretary. If it is not, ask your Admin to check your access.
- If your firm’s trial has ended, DueFiler is read-only. You can see everything, but you cannot add or change anything.
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