Create and manage approval processes
The video explains how to create and manage approval processes for projects, tasks, or issues, distinguishing between global and single-use approval processes.
The video demonstrates creating approval processes, setting approvers, configuring statuses, and using stages for multi-level approvals.
It highlights the flexibility of both global and single-use processes for managing task approvals effectively.
要点
- 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
您可以将项目或任务的一次性审批流程添加到项目模板中。
NOTE
您可以按照视频中对任务所述的相同方式，对项目和问题设置一次性审批。
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