Depending on the estimated cost of the work task, it may require approval. See here, for the financial delegations. This guidance will show you how to send a work task for approval.
- Navigate to Work Tasks under Properties.
- Filter to show All Work Tasks
- Use the search function to find the work task you are currently working on and double click to open.
- On the very top toolbar, click Send for Approval. (Note: If you have the delegation to approve this work task, you will see the 'Approve' button, rather than the 'Send for Approval'.)
- A pop-up will appear as per the screenshot below, select OK.
Note: You can see this email being sent from the activity’s timeline on the GENERAL tab within the work task.
Comments
Please sign in to leave a comment.