Create a global and a single-use approval process
In this step, you will learn how to create and manage approval processes for projects, tasks, or issues. You will explore the differences between global and single-use approval processes and understand how to set approvers, configure statuses, and use stages for multi-level approvals. This step will help you effectively manage task approvals by leveraging the flexibility of both global and single-use processes.
Key takeaways
- Types of Approval Processes: There are two types—global approval processes (shared across tasks, projects, or issues) and single-use approval processes (specific to a single task, project, or issue).
- Global Approval Processes: These are created in the Setup > Processes > Approvals section and can be triggered by specific statuses. They can involve multiple approvers or staged approvals.
- Single-Use Approval Process: These are object-specific and cannot be shared. They can be created from scratch or by editing a global approval process and converting it.
- Multi-Level Approvals: Approval processes can include multiple approvers either simultaneously or in stages, ensuring sequential approvals before notifying the next approver.
- Reusability: Single-use approval processes can be copied with tasks, projects, or issues or included in project templates, allowing for easy replication across projects.
Next, you will learn how to review and approve digital work using the 'Awaiting my approval' widget in the Home area.