About this task
You can supply the approvers and target
due date for an approval task, and start the approval process, when
the Workflow tab is in spreadsheet view mode or timeline view 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, and you can:
- Add or remove owners.
- Add or remove approvers.
- Specify a target due date.
- Select the re-approval rule.
- Attach items to approve.
- Complete the details for the approval process.
- Click one of the following to complete the process.
- Send Approval: saves the approval process
with In Progress status. The approval task
also displays as In Progress.
- Save for Later: saves the approval process
with Not Started status. The approval task
also displays as Not Started. To start the
approval process, you must edit the approval itself, not the workflow
task.
- Cancel: discards your changes and does
not create an approval process.
Results
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.