Who can approve
Each task can name who does the work and who signs it off, whatever their workspace role.
Tasks and approvals
Tasks and approvals: the Action Center for your team and your partners
Tasks raised by flows, threads, records and portals, with assignees, approvers, priority and due dates; approve item by item; corrections written back; reminders; and task events that start the next flow.
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Aarushiya Healthtech is a fictional company used for illustration.
- 5statuses
- 4priorities
- Item by itemapprovals
- 24 hoursdue-soon notice, then an overdue reminder
- 4task events start flows: created, status change, completed, overdue
Create tasks
Tasks from flows, threads, records and portals
A flow creates a task with assignees, an approver, priority (Low, Medium, High, Critical) and a due date in hours, days or weeks, with the record's chosen fields attached; people raise tasks from a thread or a record; partners see their tasks in the portal. Create one from the drawer on whatever you are looking at: a response, a thread, a record. Tasks also live in employee portals, and threads can include participants and panelists.
- Create a task with assignees, an approver, a priority and a due date, with the record's answers attached.
- Create a task from any thread message, with an assignee, priority and due date.
- From the activity drawer, raise a task linked to the survey, response, campaign or other record you are viewing.
- A tasks block shows open and done tasks with due dates, priority and items waiting for review.
AarushiyaEach returned AH-W3 unit becomes a task for the Pune service centre with serial, photos and the buyer's answers.
Needs a paid plan: Professional · EnterpriseSee plans
Everything in Create tasks4
- Create tasks from flowsProfessional · EnterpriseCreate a task with assignees, an approver, a priority and a due date, with the record's answers attached.
- Turn a message into a taskProfessional · EnterpriseCreate a task from any thread message, with an assignee, priority and due date.
- Create a task on any recordProfessional · EnterpriseFrom the activity drawer, raise a task linked to the survey, response, campaign or other record you are viewing.
- My tasks in the portalA tasks block shows open and done tasks with due dates, priority and items waiting for review.
Aarushiya Healthtech is a fictional company used for illustration.
Approvals
Approve item by item, send back exceptions
A request with several items becomes one task with an item each; approve or reject per item or all at once; corrections are written back to the record; steps after the task wait for completion and, for approvals, for every item approved; a rejection keeps the request open; comments on the task.
- Approve grouped items in one step or send back exceptions, with inline corrections and comments written back.
- A request with several items becomes one task with an item each, approved or rejected one by one.
Needs a paid plan: Professional · EnterpriseSee plans
Everything in Approvals4
- Approve item by itemProfessional · EnterpriseA request with several items becomes one task with an item each, approved or rejected one by one.
- Continue after approvalProfessional · EnterpriseSteps after a task run once every item is approved, so confirmations and bookings wait for a decision.
- One-step task reviewApprove grouped items in one step or send back exceptions, with inline corrections and comments written back.
- Comment on tasksAssignees and approvers discuss the work in comments on the task itself.
Aarushiya Healthtech is a fictional company used for illustration.
Statuses and reminders
Statuses, reminders and what happens next
Pending, In progress, Completed, On hold, Cancelled; due-soon notices within 24 hours and overdue notices after the due date, once each; and a flow can start when a task is created, changes status, is completed or goes overdue, with the task's fields and the record's answers available.
- Start a flow when a task is created, changes status or is completed.
AarushiyaA task marked Completed starts the flow that tells the buyer the repair is done and asks for a CSAT score.
Needs a paid plan: Professional · EnterpriseSee plans
Everything in Statuses and reminders2
- Task event triggerProfessional · EnterpriseStart a flow when a task is created, changes status or is completed.
- Due-soon and overdue remindersProfessional · EnterpriseAssignees are notified when a task is due within a day, and again once it is overdue.
Aarushiya Healthtech is a fictional company used for illustration.
Action Center
Work the queue
Assigned to me, open and closed views, search, filters by status and assignee, overdue sweeps, the task's thread with assignees and approvers already in it.
- Your team works assigned tasks, comments and approvals in the Action Center.
Needs a paid plan: Professional · EnterpriseSee plans
Everything in Action Center1
- Action Center task inboxProfessional · EnterpriseYour team works assigned tasks, comments and approvals in the Action Center.
Security you can see in the product
Record versions after corrections
Answer corrections are written to the response only after every item is approved, and the task lists the fields written.
Start from a flow template
Create Task from Survey
Use this template →Multi-Level Approval Workflow
Use this template →Escalation & Priority Routing
Use this template →Questions buyers ask
Who can be an approver?
Assignees and an approver from your team. Portal reviewers decide items in one step.
Can a task have several items?
A request with several items, such as devices in a return or lines in an order, becomes one task with one item each. Each item is approved or rejected on its own, or all at once.
What happens on rejection?
Steps placed after a task wait for it. They run once the task is complete, and for an approval only once every item is approved. A rejection keeps the request open for changes.
Do partners see tasks?
Partners see their tasks in the portal. A Tasks block shows the person's open and done tasks with due dates, priority and the number of items still to review. A reviewer opens a task grouped by section, approves each group in one switch or sends back exceptions, corrects values inline and comments.
Can a task start a flow?
Start a flow when a task is created, changes status or is completed. Use it to notify a requester, update a record or open the next task.
Tasks and approvals
Your team works assigned tasks, comments and approvals in the Action Center.
Free plan. No credit card required.