Project Workflows – Assigning Sign Off Templates

Owned by amani imtiyas

Last updated: Jan 30, 2024

8 min read

This article contains:

1 1. Sign Off Templates
2 2. Business Rules of Sign Off Object
3 3. Drag and Drop Sign Offs
4 4. Sign Off Process Details
5 5. Re-Open Sign Off
6 6. Signed Off Time
7 7. Configuring the Sign Off process for Document Approvals

1. Sign Off Templates

Within this section, the ‘Sign Off' objects are created and applied to workflows. It enables any project to use the ‘Sign Off' object to freeze the remaining activities (phases and objects) until the sign off section is completed.

STEP 1: Click on the new icon from the 'Sign-Off Templates' section.

Figure 1.1

STEP 2: Enter the following requisite data.