To start an approval process from view mode

You can supply the approvers and target due date for an approval task, and start the approval process, when the Workflow tab is in spreadsheet view mode or timeline view mode.

Navigate to the Workflow tab of the project that contains the approval task.

In spreadsheet or timeline view mode, click the name of an approval task.

The Start Approval dialog opens, and you can:

Add or remove owners.

Add or remove approvers.

Specify a target due date.

Select the re-approval rule.

Attach items to approve.

Complete the details for the approval process.

Click one of the following to complete the process.

Send Approval: saves the approval process with In Progress status. The approval task also displays as In Progress.

Save for Later: saves the approval process with Not Started status. The approval task also displays as Not Started. To start the approval process, you must edit the approval itself, not the workflow task.

Cancel: discards your changes and does not create an approval process.

For more information about the approval process, see Approvals.

When the approval process is in progress for an approval task, the approval task is locked: project managers cannot change information for the task with spreadsheet edit mode.