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Manage and approve tasks effectively on TaskPilot to ensure they meet criteria, maintaining quality and accuracy.
Log in to your TaskPilot account and go to the Dashboard section. In the sidebar menu on the left, select Planner. For a comprehensive understanding of the Dashboard Planner layout, check out our introduction guide which covers all the essential features and views to help you navigate the planner effectively.
Within the Planner page, find the column labeled Pending to approve in Today`s view. This column contains all the tasks that are waiting for your review and approval. Browse through the tasks in the Pending to approve column and click on the task you want to approve. A detailed summary of the task will appear. Carefully review this summary and make any necessary adjustments to the task details. Once you are satisfied with the information, click the Approve button to approve the task.
By following these steps, you can effectively manage and approve tasks, ensuring they meet the necessary criteria before moving forward. This process helps maintain the quality and accuracy of task management on TaskPilot.
