Guides

Approvals in Tasks

Not everything should be automatic. A People Task pauses the flow and waits for a person to decide.

Add an approval to a flow

1. On the canvas, add the Tasks step and choose People Task.
2. Fill in the title, a description of what the approver needs to see, who requests and who approves, and a decision date.
3. Connect each outcome to what happens next. The step has separate outputs for approved and rejected, so the flow takes a different path for each.

What the approver does

The task sends them an email, so they don’t have to watch the screen. The title and the description are in it. They open Tasks, read the request, and approve or reject. The flow continues on its own from there.

The Tasks screen

Two filters split the list: Approver is what is waiting on you, and Requester is what you asked others to approve. The columns show the status, the task, the approver, the requester, when it was created, its decision date, and when it was decided.

Next

For bigger files and for data a flow needs to remember, see Files and Stores.