Name of Feature/Request: More comprehensive and user-friendly task approval controls
What financial, time savings, or quality of life improvements will occur with this: Allow task approval to be enabled and configured at the Task Type level rather than only at the Customer level. Approval is a required step for every task in our workflow, but our approvers change from year to year. Managing approval settings customer-by-customer means constantly updating each customer record to keep approvers current — configuring it at the Task Type level would let us set approval rules once and apply them consistently, eliminating repetitive per-customer maintenance and reducing the risk of tasks routing to the wrong (or an outdated) approver. Additionally, a task’s approval status currently isn’t displayed or searchable from anywhere in the system, making it difficult to see at a glance which tasks have been approved and which are still pending. Surfacing approval status as a visible, filterable field would give us much-needed visibility into where each task stands
Attempted solutions so far: Custom fields, checkboxes, and e-signature (similar issues with E-Signature).
Digging deep - Any additional Why behind this request / How was this accomplished before Striven: Getting each task approved is vital to our operation, and our approvers rotate year to year. Because approval can currently only be set at the customer level, keeping it accurate requires going into each customer individually and updating it — an unnecessary and error-prone burden when the approval requirement is really tied to the type of work, not the customer. Compounding this, approval status isn’t shown or searchable anywhere, so there’s no straightforward way to track or report on which tasks have cleared approval.
Also just want to note that in the customer portal, you can filter tasks down to whether it was approved, but I cannot get that functionality anywhere else.
– lhalbach