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Getting Started
We’re here to help you get the most out of using Approvals in monday.com.
This guide will help you get started with the app but if you can’t find what you are looking for or require technical support, reach out to our support team at any time 🙂
What is Approvals?
Approvals for monday.com integrates a simple yet powerful review and approval process directly into your monday.com boards. For many teams and businesses, the approval process is often an essential part of project and document management and is required before work can be finalised.
With Approvals, you can streamline project management and give your teams access to an efficient review and approval tool within monday.com.
Customization 🛠
With Approvals, you can customize your review and approval processes to be aligned with your existing policies and procedures. The integration comes with a variety of columns to choose from. For example, the “Approvals needed” column to set the amount of approvals needed for acceptance.
Notifications ✉
No more back and forth on email! With Approvals, the parties involved in the review and approval process will be notified of all the changes via email and notifications from within monday.com itself.
Automation 🤖
You can pair the automation feature of monday.com with Approvals. By using one of the ready-made automation recipes or by customizing your own, you can eliminate time consuming manual actions such as dragging items from one group to another.
Use cases - Approvals for monday.com
Approvals helps you with different types of review and approval processes.
Simple Content Approval
You can setup a single-cycle approval process with a limited number of approvers.
Multi-stage Content Approval
You can also setup multi-stage approval processes. This could be useful if, for example, you need sign off from your line manager before sending documents to a different department for their approval.
Features
Adding Approvals
Adding Reviewers/Approvers
Adding Comments
Customizing the name of the Approval
Adding Multiple Reviewers
Installing Approvals for monday.com
There are two ways to install the App to your monday.com board:
Option 1:
Click +Add to Board in the top right corner of your monday.com board.
In the search bar, type “Approvals”
Click on Add Widget
This will add Approvals for monday.com to your board.
Option 2:
Open an item on your monday.com board
Click on Add View
In the search bar, type “Approvals”
Click on Add Widget
This will add the Approvals for monday.com app to your items and board.
Setting up Approvals (after installation)
Before submitting your first approval you will need to setup the columns you would like the App to use in your monday.com board. The columns are a great way to view the progress of an approval and see the review team that have been assigned to an item. It’s important to note, you cannot change the approvers/reviews within the Board view. To do this you will need to click into the item and access the Approvals view.
To setup your columns, you need to:
Open an item on your monday.com board
Click on Approvals
Click on Settings
Choose the columns you need
Getting started with your first approval
Step 1: Add Approvals
Open an item on your monday.com board
Click on Add Approval
Step 2: Customize the name of the Approval
Open an item on your monday.com board
Click on Add Approval
Click on New Approval
Click on ✏ icon
Name your Approval
Step 3: Add Approvers
Open an item on your monday.com board
Click on Add Approval
Click on New Approval
Click on Add Approver
Choose the Approvers you want to include (you can choose more than one, if needed 😉 )
Step 4: Add Comments
Open an item on your monday.com board
Click on Add Approval
Click on New Approval
Click on Add Approver
Approvers will be able to type in their comments when reviewing
Need more information?
Our documentation contains extensive information about the Approvals for monday.com app.
If you can’t find what you are looking for or require technical support, reach out to our support team at any time 🙂