Approvals for monday.com comes packed with powerful features that will help you and your organization transform the review and approval process in monday.com
In this guide, you’ll learn about all the key features within the Approvals app, including;
With Approvals, you can easily set up a single-step or multi-step approval process to ensure the right people in your organization approve an item.
In the example below, you can see a single-step approval round has been added to this item, and there is one approver. Once your approvers have been added to an item, they will be notified via email and within the monday.com app that the item is awaiting their review.
The single-step approval process is likely to be the most common approval type you will use with Approvals for monday.com. However, if you require multiple steps of approval, please continue reading 😉
Multi-stage approval processes
There may be occasions where you need multiple rounds of review and approval on an item within monday.com. You may also have specific policies or procedures in place that require you to go through rounds of approvals with different team members or subject matter experiences in your organization.
Whatever the reason, Approvals for monday.com make this process super easy for you!
When setting up your approval process within an item, you can easily add extra rounds of approval (capped at 3) and add the approvers in a similar way as before. Once completed, your approval may look something like the image below.
Customizable board view for Approvals
If you have customized your approval columns, you can get an at-a-glance view of the approval statuses for every item in monday.com. This makes it much easier to track the progress of all your ongoing approvals and could save you a ton of time by not having to trawl through emails or instant messenger for updates.
Approval automation templates
You may already be aware of the powerful automation feature in monday.com and how it can save you a ton of time and boost productivity.
The great news is Approvals for monday.com also integrates with monday.com’s automation feature, and the app comes with a bunch of pre-configured automation templates.
To get started with these templates, be sure to check out our Automation Templates user guide. Just remember, these templates are just a starting point, and we’d always recommend you customize these to better meet your needs.
The future of Approavls for monday.com is bright
With the launch of Approvals for monday.com 2.0, the foundations are now in place for even more powerful features that are on our product roadmap. Over the coming months you can expect to see a range of new features being released that will take Approvals to the next level. Be sure to follow us on social media to stay up to date with all the latest news!
Have feedback or suggestions? Let us know! We’d love to hear your feedback and make sure we are building the all-in-one review and approval tool for monday.com that you and your team truly needs.
Need support? We’re here to help 🧡
If you have any questions or would like to speak with us about Approvals for monday.com, please get in touch with our Customer Support team.