1. Initiating the Approval Process:

To begin the approval process, click the "Request Validation" button on the task's form view.

2. Reviewer Information:

At the bottom of the form view, the "Reviews" table will display all relevant information about the assigned reviewers. This allows you to track who is responsible for approving the task.

3. Notifying the Reviewer

The responsible reviewer will receive a notification prompting them to review the task. They can access the task by clicking the notification icon in the systray and selecting the relevant task item. The system will then navigate to the kanban view, where the reviewer can see all tasks pending their approval.

Reviewer also will receive an email asking for their approval.

Rejecting the Task :

If the reviewer clicks the "Reject" button, the approval process for that stage will end, and the task will be marked as rejected. At this point, the user should click "Restart Validation" to erase the current approval results, make any necessary edits to the task, and restart the approval process.

Approving the Task :

Approving the Task: If the reviewer clicks the "Validate" button, the approval process will continue. The task will only move forward once all reviewers have validated it. If any reviewer rejects the task, the process will end as rejected.

5. Providing Feedback:

In the case the stage approval setting have the comment box checked then the user will have the Comment popup After clicking "Validate" or "Reject" to provide additional information or explaining their decision.

These comments will be recorded and displayed in the "Reviews" table, offering transparency and a clear record of the decision-making process.

6. Completion of Approval:

Once all reviewers have approved the task at the current stage, the system will display a "Validated" notification. Only after receiving this notification can the task proceed to the next stage.

7. Advancing the task

To move the task to the next stage, click the "Move to Next Stage" button. This action will transition the task forward in the workflow, reflecting the successful completion of the approval process.

1. Accessing Project Task Settings

Navigate to the Project kanban view and select the desired project card.

The system will redirect you to the Project Task kanban view. Click the gear icon at the stage and select "Edit" to modify the Task Stage settings

2. Defining Approval Rules

A pop-up window will appear. In the "Stage Approval" table, click "Add a line" to insert approval rules.

3. Filling in Approval Rule Details

• Description: Provide a description for the approval rule.
• Validated by: Choose from the following options:
• • Specific User: Check this box and specify the user in the "Reviewer" field.
  • Any User in a Specific Group: Check this box and specify the group of users in the "Reviewer Group" field.
  • Field in Related Record: Check this box and specify the user field on the task in the "Reviewer Field."
• Reviewer: Enter the user responsible for approval if "Specific User" is selected.
• Reviewer Group: Enter the group of users responsible for approval if "Any User in a Specific Group" is selected.
• Reviewer Field: Enter the user field on the task if "Field in Related Record" is selected.
• Approver by Sequence: If checked, reviewers must approve in the specified sequence, from top to bottom of the list.
• Notify Reviewers on Creation: If checked, all potential reviewers will be notified by email when the approval rule is triggered.
• Comment: If checked, reviewers can add comments after clicking "Validate" or "Reject."