Workflows Approvals

I understand your dissatisfaction with the current behavior in Workflow, @ch1259. Let me share information on how it works in the program.

QuickBooks creates a task if a workflow notifies one of your team members to review or approve work. All assignments appear in the Task menu so team members can manage everything in one place. Thus, your users can access them.

To prevent users from approving tasks that aren’t assigned to them, you can create a custom task to control your workflow process. Here's how you do it:

1. Go to the Tasks menu.
2. Select Add task.
3. Enter a title and set the due date.
4. In the Assign to dropdown, select the task owner. The user needs to have admin access.
5. Enter a description in the Notes field. These are the instructions for the task.
6. Press Save after. QuickBooks emails a notification to the task owner.

Here are some suggestions to make sure your workflows are running the way you want them to:

• Use workflows in QuickBooks Online Advanced to send reminders
• Add and review tasks for your team in QuickBooks Online Advanced

If you have other concerns about QuickBooks permission or additional questions about workflows, please know I’m just right in the corner to help you. Just add them to your reply below.