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Approval Process

Looking to find information in the manual on how to create a task for approval.  Ideally, we'd like to set up a process where we send a whole project off for approval vs an individual task.

David Tyrell Answered

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David, 

This is definitely possible using Custom Actions and Workflow rules. The question is what exactly is the use case. What do you want to base your approvals/rejections on within Tasks?

For further clarification, we suggest you register for one of our Advanced Q&A webinars (see the link-> http://www.clarizen.com/resources/online-demo.html#second ).These are great resources for free consulting with our Customer Success Managers and visual answers to your questions.

 

Sincerely, 

Boris

Boris Krutiy 0 votes
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