Task Approvals

When resources send tasks for your approvals, you can Approve or Reject the task from this page. As well as you can Re-Open the approved tasks if needed.

You can access this page by clicking on the “Task Approvals” icon from the left side navigation bar.

Dashboard – Task Approvals

See the Tasks waiting for Approvals

You have to select a Client and a Project of the task you want to approve or reject, and which is waiting for your approval.

WizzTime – Task Approvals Page

Click on the “Client” drop-down and select a client.

Task Approvals- Select Client

You will see the project list of a specific client, select a “Project” from the drop-down.

Task Approvals – Select Project

Once you select a Project you will get all the Tasks waiting for your approval.

Task Approvals – Requested Tasks

Approve, Reject or Re-Open the Tasks under a specific Project

You can “Approve” or “Reject” a Task requested by the resource.

Task Approvals – Approve or Reject

Approve a Single Task

If you want to approve a single task, check the checkbox of a specific task and click on the “Approve” button at the top right corner.

You will see the “Task Approval” popup where you can write the notes if any and click on the “OK” button.

Task Approvals – Approve Task

Once you click on the “OK” button, you will see the success message and the task status will change from “Requested” to “Approved”.

Task Approvals – Task Approved

Approve Multiple Tasks

If you want to approve multiple tasks, check the required checkboxes and click on the “Approve” button at the top right corner. WizzTime will ask you the confirmation.

Task Approvals – Multiple Task Approval

Once you confirm the action, you will get a success message and all selected tasks will get approved.

Task Approvals – Multiple Tasks are Approved

Reject a single Task

If you want to reject a single task, check the checkbox of a specific task and click on the “Reject” button at the top right corner.

You will see the “Task Reject” popup. If you want, you can write the notes on why you are rejecting the task and click on the “OK” button.

Task Approvals – Reject a Task

Once you click on the “OK” button, you will see the success message and the task status will change from “Requested” to “Rejected”.

Task Approvals – Task Rejected

Reject Multiple Tasks

If you want to reject multiple tasks, check the required checkboxes and click on the “Reject” button at the top right corner. WizzTime will ask you the confirmation.

Task Approvals – Multiple Tasks To Reject

Once you confirm the action, you will get a success message and all selected tasks will get rejected.

Task Approvals – Multiple Tasks are Rejected

You can not Reject an approved Task.

Task Approvals – Can Not Reject Approved Task

Re-Open a single Task

You can re-open only Approved Tasks.

If you want to re-open a single task, check the checkbox of a specific task and click on the “Re-Open” button at the top right corner. You will see the “Task Re-Open” popup where you can write the notes if any and click on the “OK” button.

Task Approvals – Re-Open a Task

Once you click on the “OK” button, you will see the success message and the task status will change from “Approved” to “Re-Opened”.

Task Approvals – Task Re-Opened

Re-Open Multiple Tasks

If you want to re-open multiple tasks, check the required checkboxes and click on the “Re-Open” button at the top right corner. You will see the “Task Re-Open” popup where you can write the notes if any and click on the “OK” button.

Task Approvals – Multiple Tasks to Re-Open

Once you confirm the action, you will see the “Task Re-Open” popup where you can write the notes if any and click on the “OK” button.

Task Approvals – Multiple Tasks Re-Open

All Tasks status will change from “Approved” to “Re-Opened”.

Task Approvals – Multiple Tasks Re-Opened

You can not Re-Open a Task which is Submitted for approval.

Task Approvals – Requested Task can not be Re-Opened

Task History

You can see the history of all the actions performed on the specific task using this feature.

Click on the “History” icon as shown below and you can see the details of the task history like what action performed by which manager and on which date.

Task Approvals – Task History

You can “Edit” the last action Notes if you are currently managing that project.

To edit, click on the “Edit” icon as shown below.

Task Approvals – How to Edit Task History

Once you click on the “Edit” icon, you will get the “Edit Task History” popup, where you can put your notes for the Task and click on the “Update” button.

Task Approvals – Task History – Edit Task History Popup

You can see last Notes of a Task by hovering on the “Notes” icon.

Task Approvals – Latest Task Notes

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