Getting Started

Welcome to Approvals for monday.com 👋

Whether this is your first time using Approvals or you want a quick refresher, this guide will cover everything you need to know.

Please follow the step-by-step guide below or jump to the most relevant sections.

Introduction to Approvals for monday.com

Approvals is one of the most popular apps for monday.com and helps thousands of organizations transform their review and approval process without having to leave monday.com It gives you all the power needed to create custom approval workflows and get tasks, projects, and other work items signed off by the right people.

With Approvals for monday.com, you can choose between single-step or multi-stage approval processes for the task at hand and easily customize your approval statuses so the app works the way your organization needs and you are not forced to use a one-size fits all approach.

In this guide, we’ll cover everything you need to know to get started with Approvals for monday.com. Let’s dive right in!

Installing Approvals

Before submitting an item for approval using Approvals for monday.com, you need to ensure the app is installed first.

Follow this quick installation guide to get up and running in a flash.

Explore the key features of Approvals

Approvals for monday.com is the all-in-one review and approval tool designed to help you and your team work more efficiently all in one place. As a result, approvals is packed with powerful features that you can explore with our useful features guide.

• Create a single or multiple approval rounds.

• Approval statuses onboard view.

• Automated emails & notifications.

• Customise and create approval templates

• Choose the right approval teams

• Structure your review workflow with a sequential approval process

• Integration with automation templates

Set up the board columns for Approvals

Before you can request an approval of an item using the Approvals for monday.com app, you will need to set up the board columns that the app will use.

We would recommend you use the following columns;

• Approval Status

• Approvers

For the Approval Status column, we would also recommend you create 4 statuses;

• NOT STARTED

• PENDING REVIEW

• IN REVIEW

• APPROVED

• REJECTED

Request a review and approval on an item

Once your columns are setup, you can now request approval of an item in monday.com.

Follow this guide to set your first approval round. You will have the option to customize the approval round and select the approvers that you need for the task at hand.

Additional approval configuration options

You can also configure the approval settings in Approvals for monday.com and determine the minimum number of approvals or rejections required before an item can be marked as Approved or Rejected. This is particularly useful if your organization has specific policies or procedures relating to the number of people who need to approve an item of work.

Want to find out more?

Find out how Approvals can be used in a variety of different scenarios with our Use Cases. Alternatively, look through our User Guides, which will cover all of the features in the Approvals app.

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 contact our Customer Support team.