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.
TIP
You can add a single use approval process for a project or task to a project template.
NOTE
You can set up a single use approval on projects and issues in the same way as described for tasks in the video.
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