This new feature is a major upgrade to our Contract Approval workflow. Approval workflow now uses Tasks, which makes it easy to manage approvals within your team.
What problem does it solve?
There are two main benefits of this update:
Approval tasks are easily seen on the dashboard.
Approval tasks can be claimed or reassigned, meaning that it is easier to see who is responsible for it.
How do I use this feature?
You can enable this feature by checking the Manage Approval Flow as a Task option in the Maintain Approval Rules screen.
Any approval workflows started after this point will use Task Management. You may also create a new task type to support customized email notifications for the approval workflow.
What does it look like?
Watch the video to see this feature in action.
Want to learn more?
For a complete guide on Contract Approvals from the perspective of the approver, check out our article here.
For information on how to set up an approval workflow, see our article on How to define Approval Rules.
Learn how to set up an approval process where files provided from Document Request Tasks can be reviewed and approved. The steps in this article cover how to do this.