Task Approvals & Multi-Stage Verification
The Task Approval System in our app allows for flexible, stage-wise verification of tasks before they are marked as fully complete. This feature helps teams enforce quality control, review workflows, or enforce compliance.
What is Task Approval?
Task Approval is a customizable verification process that allows teams to define who needs to approve a task and what happens after approval or rejection, all before the task is officially marked as complete.
Single-stage
Default approval workflow
Multi-stage
For advanced workflows
Template-based
Repeatable processes
Setting Up Approvals Using Templates
.webp)
Approval Stages
Add one or more stages of approval with customizable settings for each stage.
- Select who is allowed to approve (users or roles)
- Define approval action (move to next stage or mark as Done)
- Define rejection action (move to custom status)
Configuration Options
Approval Move to next stage or mark as complete
Rejection Move to To-Do, Failed, or custom section
Branching Stages
Upon Approval
- Move to the next stage in sequence
- Enter a custom section linked from current stage
- Mark task as complete if final stage
- Trigger automated actions or notifications
Upon Rejection
- Revert to an earlier stage for correction
- Enter specific fallback status (e.g., To-Do, Failed)
- Flag for additional review or clarification
- Notify original assignee with feedback
How Verification Works in Practice
For Assignees
Once the assignee completes the task, if verification is required:
The task moves to the "To Verify" section automatically
For Approvers
Anyone with approval access for the current stage will see the task in their Verification section.
- Start/Stop timer for verification time tracking
- Approve task to move to next stage
- Reject task with configured fallback action
Flow Example
Task is completed by assignee
→ moves to To Verify section
Stage 1 approver reviews
→ Approves the task
Task moves to Stage 2
→ or connected section
Final approval
→ Task moves to Done
If any stage is Rejected
→ Task returned to fallback status
Functional Flow for Approving Stages
List View Actions
- View list of stages for specific tasks
- See current approval status for each stage
- Approve or reject stages with appropriate roles
- Clear visual indicators for stage status
Approval Flow
- Approve: Move to next stage or complete task
- Reject: Return to previous stage or flag for review
- Clear action buttons (Approve, Reject)
- Toggle options for verification actions
Why Use This?
Quality Assurance
Ensures quality before closing a task with structured reviews
Accountability
Adds accountability via time-logged verification processes
Workflow Flexibility
Enables complex workflows without coding requirements
Structured Reviews
Great for teams requiring structured reviews (QA, content, client approval)