How to Create an Approval Task for ALL Assets

What is and How to Create a General Project Task with option to Require Asset Upload

General Tasks

Steps on how to convert a standard task to an approval task

How to Convert an Existing Standard Task to an Approval Task in your Project

What are task statuses, colors and how to search for tasks

Task Statuses

User Eligibility to Complete General & Approval Tasks

How to Create an Approval Task for SPECIFIC Assets

How do I Complete my General Tasks?

What is an approval task & how do I approve / request changes an asset within a project

How do I Complete an Approval Task

How to Lock & Approve/Request Changes on a Project File

Task Comments

Task Checklists for PMs, Workspace Owners & Account Owners

Task Checklists for Task Performers

Laurel Capezzuto

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All About Tasks!

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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