Direct Answer: How to Configure an Approval Task Workflow Action for Plan Automations in OnePlan
To configure an Approval Task Workflow action for Plan Automations in OnePlan, open the Plan Automations editor, select Add Automation Action, choose Approval Task Workflow, configure approvers, approval method, notification content, and the actions to run on approval and rejection, then select Update to save.
What This Article Covers: Approval Task Workflow Action
This article explains how to configure the Approval Task Workflow action for Plan Automations in OnePlan. Use this action to initiate an approval workflow when a plan meets the trigger conditions defined in your automation.
What you will accomplish
By the end of this article, you will be able to add and configure an Approval Task Workflow action for a plan automation, including approvers, approval behavior, and follow-up actions on approval and rejection.
Before You Begin: Approval Task Workflow Action
Before you begin, make sure you have:
- A OnePlan account with Licensed permissions
- Contributor or Owner access to the plan
- A Plan Automation trigger already configured
See trigger articles: How to Configure a When a Date Passes Trigger for Plan Automations in OnePlan, How to Configure a When a Field Changes Trigger for Plan Automations in OnePlan, How to Configure a When a Process Step Changes Trigger for Plan Automations in OnePlan, How to Configure a When an Item Is Created Trigger for Plan Automations in OnePlan.
Important: You cannot chain together multiple Approval Task Workflow actions in a single automation.
Why This Matters: Approval Task Workflow Action
The Approval Task Workflow action in OnePlan creates approval tasks and notifies the selected approvers to review and approve or reject the plan. Approval workflows are commonly used to enforce governance at key plan milestones, require approval before a plan advances to a new process step, and standardize review processes across plans.
Step-by-Step: Configuring an Approval Task Workflow Action in OnePlan
Task: Add the Approval Task Workflow Action
- In the Plan Automations editor, select Add Automation Action.
- Choose Approval Task Workflow from the list.
The configuration panel opens on the right side of the screen.
Task: Configure the Approval Task Workflow
Complete the fields in the configuration panel.
Assigned To — Select how approvers are determined:
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Plan Field — Select a plan-level user field. Users assigned to that field receive the approval task.
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Shared-With Level — Select one or more Shared With permission levels. All users with the selected level(s) receive the approval task.
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Specific User — Select one or more individual users.
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Specific Team — Select one or more resource teams.
Note: If a team is selected, each team member receives their own approval task and notification.
Approval Method — Choose how the approval is completed:
- First User — The plan is approved as soon as the first approver approves.
- All Users — All approvers must approve before the plan is approved.
Days Until Approval Is Due — Enter the number of days expected for approval completion.
Note: This value is informational only and does not enforce a deadline.
Notification Subject — Enter the subject line for the approval notification sent to approvers.
Fields Sent — Select up to 10 plan-level fields to include in the approval request to provide additional context.
Message Body — Enter the message included in the approval request.
Task: Configure Approval Actions
Configure the actions that run after the plan is approved. Available actions include Send Notification, Update Plan, Change Process Step, Reorganize Plan, and Stop (ends the automation).
You can add multiple actions to occur on approval.
Task: Configure Rejection Actions
Configure the actions that run if the plan is rejected. Available actions include Send Notification, Update Plan, Change Process Step, Reorganize Plan, and Stop (ends the automation).
You can add multiple actions to occur on rejection.
Task: Save the Action
- Review the approval and rejection action configuration.
- Select Update to save the Approval Task Workflow action.
- When finished configuring the automation, select Save.
Frequently Asked Questions: Approval Task Workflow Action
Q: Can I have multiple Approval Task Workflow actions in one Plan Automation in OnePlan?
A: No. In OnePlan, you cannot chain multiple Approval Task Workflow actions within a single automation. If you need sequential approvals, consider using separate automations.
Q: What happens to plan team membership when an approval task is assigned in OnePlan?
A: When an automation assigns an approval task to a resource in OnePlan, that resource is automatically added to the plan's team and resource plan as a reader — unless they already have a higher permission level. See How to Assign Resources to Automation Approval Tasks in OnePlan for details.
Q: Does the Days Until Approval Is Due field enforce a deadline in OnePlan?
A: No. In OnePlan, the Days Until Approval Is Due field is informational only. It is displayed in the approval notification to set expectations but does not enforce a hard deadline or escalation.
What to Do Next: Approval Task Workflow Action
Add more actions to your automation:
Review the full configuration process:
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