Add an Approver to a Task Briefing

Use the Tasks submodule to add approvers to task briefings.

To use Tasks, you must have access to Jobs as defined in User Access Rights under Settings.

To add an approver to a task briefing:

  1. On the main toolbar, click Jobs .
  2. In the left pane of the Jobs page, click Jobs List and highlight the job associated with the task briefing for which you want to add an approver.
  3. In the left pane of the Jobs page, click Tasks.
  4. On the Tasks page, click the Tasks tab.
  5. In the grid, highlight the task whose briefing you want to add an approver and click Task Settings on the tab toolbar.
  6. On the Task card, click the Briefing side toolbar and click the Briefing Approvers tab.
  7. On the tab toolbar, click Add Approver .
  8. In the Add Approver dialog box, specify the required information and click OK.