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Require approval on tasks

Add an approval step to a task when a manager or client needs to confirm the work before it counts as done. Available on Suite. Both project tasks and standalone tasks on your calendar can require approval.

Add an approval to a task

  1. Save the task first. Requires Approval By appears only on a saved task.
  2. Open the task's details. For a project task, hover over the task and click the arrow to open its Advanced Options.
Project task with the arrow next to it that opens the task's advanced options.
  1. Find Requires Approval By, under the assignee.
  2. Click Select Approver and choose who must approve the task.
Requires Approval By field in a task's advanced options with an approver selected.

When the assignee finishes the task, the approver is notified that it's waiting for approval.

Notification telling the approver that a finished task is waiting for approval.

Approve or deny a task

Tasks waiting for your approval appear under Pending Approval on your Home page.

  1. Open your Home page and find the task under Pending Approval.
  2. To approve the task, click the approve icon.
Approve icon on a task waiting in the Pending Approval list.
  1. To deny the task, click the deny icon.
Deny icon on a task waiting in the Pending Approval list.
  1. Click the task to open its project.
  2. Leave a comment in the task or the project to explain why you approved or denied it.
Pending Approval list showing a task that has been approved or denied.

Task rules can act on approvals, for example assigning the next task once this one is approved. See Automate tasks with task rules.

Learn more