Approve a Task Briefing

Use the Tasks submodule to approve task briefings.

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

To approve 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 whose briefing you want to approve.
  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 approve and click Task Settings on the tab toolbar.
  6. On the Task card, click the Briefing side toolbar and click the Briefing tab.
  7. On the tab toolbar, click Approve Briefing .