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How to Approve Workflow Action Items

**Note, this lesson has been created for our Dubsado Setup Clients, but can still apply to you if you have DIYed your Dubsado Platform.

Depending on the Automated Workflow we set up for you, you may or may not have "To-Do" Reminder Emails for you.

These emails are triggered within your Automated Workflow and send a reminder directly to you / your team members Email Inbox with a description of the task that needs to be acted on.

Once you have completed the "To-Do" action, you may need to navigate to your Client's Project and mark the "To-Do" as complete in order for your Workflow to continue to trigger without interruptions.

Here's how you can Mark a To-Do Item as Complete:

Step 1: Navigate to the "Projects" tab on your left side menu + Select the client in question

Step 2: Select the "Workflows" tab within their project & scroll until you can see the "To-Do" action.

Step 3: Just below your "To-Do" item, you'll see a small check box. Click the check box to indicate that the action item has been completed.


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