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:
-
On the main toolbar, click
Jobs
.
- 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.
- In the left pane of the Jobs page, click Tasks.
- On the Tasks page, click the Tasks tab.
-
In the grid, highlight the task whose briefing you want to add an approver and click
Task Settings
on the tab toolbar.
- On the Task card, click the Briefing side toolbar and click the Briefing Approvers tab.
-
On the tab toolbar, click
Add Approver
.
- In the Add Approver dialog box, specify the required information and click OK.
Parent Topic: Tasks Tab