Approving Tasks can often lead to lots of emails, phone calls, paperwork and messy spreadsheets to keep track.
With Leebot; Agree, disagree, debate, discuss, approve – in minutes not weeks.
Help the right people to do the right things, at the right time and track activity as it happens (Oh, and you can stop chasing Kevin, too).
On the right-hand side of any Tasks or SubTask click 'Assign to' (located in the Workflow tab) and choose a user from the list.
Once you Assign a Task / SubTask to a user they'll receive a Notification to let them know they've been Assigned. They'll also see it in their Planner.
On the right-hand side of any Tasks or SubTask click 'Requires approval by' (located in the Workflow tab) and choose a user from the list.
If you're the Approver of a Task, you'll get a Notification when the user has marked it for Approval.
Open the Task and click the green tick to Approve OR the red X to Disapprove.
The Task Assignee will receive a Notification when you Approve or Disapprove their Task.
When you Decline a Task the Assignee automatically receives a Notification and the Task's Stage is automatically moved back to 'In Pipeline' in the Assignee's Planner.
Only the Task Approver can remove themselves as the Approver of a Task. An Assignee cannot remove an Approver from a Task.
-Feature coming soon -
You can add someone as a Guest to a Task if you want them to be notified when:
Other neat features
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Guide to chat for organisations, teams or companies.