Adding an approval to an existing task
Roles and permissions
The following users can add an approval to an existing task:
Anyone who is a manager on the task
If your organization wants to track approvals for proof attached to tasks, you can configure the task for one or more approvers at any time, either when you create the task or after it is created. Approvers must be users and able to log in to Hyperproof to complete their approvals. When approvals are created, Hyperproof sends a notification to each approver containing a link to their approval and the due date. Additional notifications are sent to approvers with outstanding approvals on the due date, and every 7 days after the approval is past due.
When you are including approvals and other automations in a task, keep in mind that interdependent fields display differently as you make choices in the configuration process.
From the left menu, select Work items.
Select the Tasks tab.
Open the task where you want to add an approval.
Click the arrow next to Automations if that section of the window is closed.
Click the Edit approvals button.
Make sure that Enable approvals is toggled on to require approval before linking the proof to the target.
In the Approval flow type section, select one of the following options:
Note
This option displays only when more than one approval step has been configured.
Sequential - Indicates that the approval steps occur one after another in order. If you have two steps, the approvals for Step 2 aren't created until the approvals for Step 1 are completed.
Parallel - All steps are reviewed at the same time. If you have two steps, the approvals for Step 1 and Step 2 are created at the same time. Having multiple steps allows you to have different completion rules for each step.
Click the +Step button to add a step to the approval process.
The Completion rule field defaults to Everyone must approve. You must select at least one approver before you can modify this field.
Everyone must approve - All assigned approvers must mark their approval as Approved to complete the step.
Minimum approvals required - A user-specified number of approvers must mark their approval as Approved to complete the step.
How many approvals are required? - Enter the number of approvals that must be marked Approved for the step to be completed. This field is required if you have selected Minimum approvals required as the completion rule for this step.
In the Approvers drop-down, select one or more approvers. Approvers must be Hyperproof users, not contacts. These users are not required to be members of the target object, such as the Control where you are creating the task. From this list, you can select the following:
Specific Hyperproof users by name
User fields from the task, such as Created by
Continue configuring additional approval steps as needed.
To automatically mark the task as Closed when all approvals are completed, toggle on the Auto-close task when approved option. If this option is toggled off, you must manually mark the task as Closed.
Once all edits are complete, close the task. Hyperproof automatically saves your changes.