Tasks - Approvers View Access
We have several tasks that have a preparer and an approver. Is there a way for approvers to see tasks in conjunction with the preparer? Or will they only be allowed to see the task once the preparer submits it for their approval? It would be beneficial for the approvers to see what tasks their team has in progress and what tasks will be coming their way for approval.
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Approvers can only see tasks in conjunction with preparers if they have specific permissions or roles. Here are the key points regarding visibility for Process Tasks:1. Visibility for Process Owners: Only "Process Owners" can see all tasks assigned within a process. If the approver is not a Process Owner, they will only see tasks assigned to them once the preparer submits them for approval.2. Task Panel and Roles: The Processes dashboard is visible to users based on their permissions. If the approver has roles like Workspace Owner or Task Manager, they might be able to see tasks assigned to others. Otherwise, they will only see tasks assigned to them.3. Real-Time Visibility: Workiva's Integrated Workflow Management provides dashboards for real-time oversight, allowing users with appropriate permissions to view task progress, due dates, and bottlenecks. This feature is useful for managing tasks proactively.It sounds like you're looking for like this request, "All tasks should be visible to anyone with “viewer” permission for the process. I can add you to the ticket!
In the meantime, if you want approvers to have visibility into tasks before they are submitted for approval, ensure they are assigned roles like Process Owner or Task Manager. Alternatively, you can explore using dashboards for broader visibility. Let me know if you need further clarification!0댓글을 남기려면 로그인하세요.
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