Overview
Reviewing critical work before finalizing the delivery of a task ensures quality. Task Sign-Offs help put checks and balances in place. Sign-offs are email notifications sent to a recipient requesting their approval on an action item i.e. approving the completion of a task, confirming that the assets meet the customer's expectations, etc.
User Access
Admins and Managers can require sign-off at the project and template levels.
Guides and Task Owners can require sign-off on tasks only in the projects they are added to.
How to Toggle on Sign-Off
Open a task's details
Scroll to the bottom of the task details drawer
Toggle On/Off "Require Sign Off" as in the picture above
Input the name and email of the signer and click 'save'.
Best Practices
As the assigned project manager, make sure you capture the signers name and email and enter it in at the task level for each task requiring sign off.
FAQs
Can a contributor require sign-off on a task?
Can a contributor require sign-off on a task?
No, Contributors are unable to edit the details of a task.