Approve Tasks Workspace
Use this workspace to approve changes to tasks, if your Maconomy settings require approval when someone creates or edits a task.
You can define whether tasks need to be approved or not, and whether approval is needed for activities of the type Amount, Time, or both types. You set this up in the Task Approval field in the System Information workspace in the Set-Up module. Users cannot make entries on tasks that are not approved.
In the Approve Tasks tab in this workspace, you can define selection criteria to select a certain group of tasks, for example, all tasks from a certain range of task lists or jobs. In the Tasks sub-tab, you can perform operations on individual tasks, for instance approve them. The sub-tab is identical to the sub-tab in the Task Lists workspace; the Task List field is the only additional field in this workspace. However, you cannot add or delete tasks in this workspace.
Using the Approve All Possible action, you can approve all tasks to which you have access in one operation. To approve tasks in this workspace you must be given this permission in the Actions workspace in the Set-Up module.
- Related Topics:
- Approve Tasks Tab
This section includes the fields and descriptions for the Approve Tasks tab. - Tasks Sub-Tab
This section includes the fields and descriptions for the Tasks sub-tab. - Actions
This section shows the Actions available in the Approve Tasks workspace.