Push TermSheet Tasks through an approval workflow to document critical path items that require an additional level of signoff.
Add Approvers to any Task List and send tasks that require approvals via email to the appropriate party.
💡Things to Consider
Consider adding Task Approvers at the Task Template level if the same individuals are approving the same tasks every time.
Approvers must be added as users in the TermSheet workspace, (not just contacts). It is possible to add the approver as a user to the workspace with no permissions granted. In this case, the user would not be able to see anything within TermSheet but would be able to respond to tasks approvals sent to them via email.
⚙️Steps
- Add a task to a task list. (See Add Tasks)
- Scroll down to the Approvers section in the Task details
- Select add, then select any user from the dropdown.
