PROJECT: Task Proofing & Approval
What is Task Approval?
How do I setup Task Approval?
What does the Client See?
When you create and assign the Approval Task to the Client, they will receive an email notification, and also see the Task in their list of Tasks both in the Project, and in their MyTasks tab. The Task will have an extra designation of Approval Pending.
How does the Client approve or reject?
When the Task details are opened, the Client is able to view all the details of the Task as well as download/review any Files that are attached to the Task.
The Client is then offered the choices of APPROVE or REJECT & GIVE FEEDBACK
What happens when the Client makes a choice?
If the Client chooses APPROVE, the task is marked as Approved, and an email is sent to the Client's Coordinator & the Task Assigner.
If the Client chooses REJECT & GIVE FEEDBACK, the Client is prompted to provide Feedback, and after that step is complete, the Task is marked as Pending Approval, and an email is sent to the Client's Coordinator & the Task Assigner.