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Quick Approve provides the ability for a user to see a simple view of a task in order to Approve or Reject it. A comment and/or signature can be added to the task without viewing the entire form. Quick View makes the process of task review/approval/rejection easy especially on mobile devices. When the sales person uses an iPad or Iphone to access their task list, they can perform a quick approval/reject without having to view the PO details by clicking the Quick Approval icon.

In this example, we will add Quick Approval to the Sales Review step. We will add a Sales Approval section to the PO, modify the Show/HIde sections rule to make this section visible on the Sales Review, Manager Approval and VP Approval steps then use the Setup Approval/Rejection wizard to configure Quick Approve on the Sales Review step.