Require Approval, Sign off on tasks, eSignatures

Use Case

If you have a workflow that requires approval from either the customer and/or account owner andor project manager, etc to sign off before proceeding, use the Require Approval feature

Examples 

• You want your customer to sign off on proofs
• You need a project manager to sign off that the customer has sent their payment before kicking off the project
• You need a documented paper trail to make sure everyone approves next steps in the project for accountability

Example dynamic workflow using 'swim lanes'

You can use this workflow to set up a final task in each group that requires a signature from either the customer or the manager before proceeding to the next group in the plan

Setting up eSignatures

1. Navigate to any Project
2. Create a task or click on any existing task that you would like someone to sign off

3. Under Call to action for the assignee, select Require Approval
    

   

4. Make sure that the Assigned To section is assigned to the person that needs to approve/eSign the task

5. The assignee will have that task appear in their My Tasks tab
    

   

6. They will need to click on the Approve button and type their name in the input field and hit the approve button
    

   

7. Once the assignee approves the task, the task becomes locked
    

   

   1. this is done to ensure that the signature is valid and no other changes can occur after someone has signed off
8. if changes need to be made, you will need to unlock the task. If you do this, the eSignature will disappear and it will need to be re-assigned and signed off again

Video