Approval Workflows

Articles

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Create Automated Approval Workflows

OverviewYou can create Automations to manage Approvals for your task and maintain a smooth workflow. You can specify individual users as Approvers or automatically select Approvers from a column. Approvers receive platform and email notifications and can approve or reject Tasks from the notification

Knowledge Base Article

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Task Sheet Advanced Use Cases

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Approval Column

OverviewYou can create an Approval column in the Task Sheet to track approval responses and view how many approvals are completed and pending. You can also send automated or manual reminders to your Approvers to keep content publishing on track. Approvers receive platform and email notifications and

PM_TASK_SHEET_VIEW

Knowledge Base Article

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Columns in Tasks

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Approve or Reject Tasks in Project Management

OverviewWhen a Task is submitted for Approval, Approvers automatically receive both platform and email notifications. Users can also send automated or manual reminders to Approvers to ensure timely review. Approvers can approve or reject Tasks from the Inbox notification itself. They can also do so

PM_PROJECT_AUTOMATIONS_2

Knowledge Base Article

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Approval Workflows

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