Workflow Approvals And Tasks
Workflow approvals help teams route work to the right person at the right time. A workflow may create a task, send a notification, request approval, escalate an overdue item, or mark an exception for review.
- Approver: Reviews and approves or rejects a request, transaction, adjustment, or exception.
- Task assignee: Completes a required follow-up such as attaching a document, checking stock, calling a vendor, or correcting a record.
- Watcher: Receives visibility without necessarily taking action.
- Escalation contact: Steps in when a task or approval exceeds the expected response time.
Support escalation
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