Planning a task with approval
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Prerequisites
- Type previously configured with approval.
- Access to the Management > Task planning (TC008) menu.
Introduction
Nonproject tasks are more straightforward tasks focused on solving simple problems. For having smaller structures compared to project tasks, they are more versatile and adapted to minor needs.
This flow plans a task for implementing a new safety procedure developed by a quality team. Before the task is executed, management must approve its planning. After execution, the task will also go through an approval step before closure.
See below how to plan nonproject tasks with approval:
Planning tasks with approval
Watch the video below to learn how to plan nonproject tasks:
To learn how to configure and create resources, access the How resources work article.
To learn how to configure an approval route, access the Configuring the responsibility route article.
Conclusion
Thus, the tasks with approval have been planned. As of now, they can be approved before execution.