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How Task Approvals Work

Learn how the approval workflow works, including how to request approval, review tasks, and understand automatic status changes.

When a task has an approver assigned, the status changes automatically as the task moves through the approval process:

  1. Assignee requests approval

    • The assignee clicks Request Approval.

    • The task status automatically changes to Approval Pending.

    • The approver receives a notification that the task is ready for review.

  2. Approver reviews the task

    • The approver opens the notification to review the task.

    • Review time is tracked separately from the assignee’s time.

  3. Approver makes a decision

    • If the approver clicks Approve, the task is automatically marked Complete.

    • If the approver clicks Revise, the task status automatically changes back to In Progress, allowing the assignee to make the requested changes.

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