When the Workflow tab is in spreadsheet or timeline view mode, you
can supply the approvers and target due date for an approval task and start the approval
process.
About this task
For more information about the approval process, see Approvals.
Note: When the approval process is in progress for an approval task, the approval task is locked.
Project managers cannot change information for the task with spreadsheet edit mode.
Procedure
-
Navigate to the Workflow tab of the project that contains the approval
task.
- In spreadsheet or timeline view mode, click
the name of an approval task.
The
Start Approval dialog opens. In this dialog, you can do any of
the following actions:
- Add or remove owners.
- Add or remove approvers.
- Specify a target due date.
- Select the reapproval rule.
- Attach items to approve.
- Complete the details for the approval process.
-
Do any of the following actions to complete the process:
- To save the approval process with the status of In Progress, click Send
Approval. The approval task also displays as In Progress.
- To save the approval process with the status of Not Started, click Save for
Later. The approval task also displays as Not Started. To start the approval process,
you must edit the approval not the workflow task.
- To discard your changes, click Cancel. No approval process is
created.
