How to add approval to your template

How to add approval

Natalia avatar
Written by Natalia
Updated over a week ago

Steps to add approval to your template:

  1. Go to template edit page

  2. On tab with tasks, use button "+ Approval

*** Please note: you need to use "one by one" task execution to add approvals

3. Enter details for approval: title, description, due date, assignment candidates. If you need to change existing task to approval, just set task type as "Approval". 

4. If your template has data form, please configure visibility settings in the approval.
5. When your template is ready, remember to save changes

When you start process from this template, approver will see it in the following way:

If user rejects approval, she needs to provide the reason for rejection in the pop-up window:

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