Add an Approver to a Task Briefing

Use the Tasks submodule to add approvers to task briefings.

To use the Tasks submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To add an approver to a task briefing:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job associated with the task briefing for which you want to add an approver.
  3. On the side toolbar of the Jobs screen, click Tasks.
  4. On the Tasks screen, click the Tasks tab.
  5. In the grid, highlight the task whose briefing you want to add an approver and click Task Settings on the tab toolbar.
  6. On the Task card, click the Briefing side toolbar and click the Briefing Approvers tab.
  7. On the tab toolbar, click Add Approver .
  8. In the Add Approver dialog box, specify the required information and click OK.