Tasks & Approvals

Workflows


Send and track tasks and get notified when tasks are assigned and completed. Use tasks to get approvals on documents and collaborate with other users. Automate common approval processes to route documents or discounting opportunities for managerial approval.

Key Capabilities:

  • Tasks assigned at a template level
  • Required with due dates
  • Messaging to users for collaboration
  • Control publishing or sharing
  • Notifications when tasks are complete

Creating a Task


Creating a Task

Receiving a Task


Receiving a Task

Completing a Task


Completing a Task

Click the image for a larger view