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Multi-step approval round

Many companies use approval processes to ensure that their teams follow a specific workflow when completing tasks. This process may require multiple approvals involving different approvers. It is equally important for teams to follow a similar process when using online tools. With, teams can create a multi-step approval round for any item, enabling them to comply with existing processes.

In this guide, we will walk through adding a three-stage approval process for an item within

Adding approval phases

When you are ready to add a three-phase approval round to an item, start by navigating to approvals within the byline of the item display window. Now your first approval round is added, you can go ahead and add two more approval rounds (A).

You will notice how the approval round is automatically named ‘approval round 1' (B). This is to save you time if you don’t want to customize the approval title.

Customizing the approval title

After adding the remaining two approval rounds, the rounds will automatically be named based on the order of approval. However, if you are sending your item for review to multiple reviewers, it would be helpful to rename the approval titles to guide the reviewers to their approval rounds.

To rename the approval round titles click on the pen icon to start customising the approval title. Once done, click the tick icon (C) to save the title change.

Adding reviewers

To add your reviewers, simply click on + add approver, where a list of approvers will appear. To narrow your search, filter your reviewer's name within the filters section (D).

Once you have selected your reviewer, you will see their name appear in the approver section (E) under the approval.

The approval will automatically be active as soon as the reviewer is added to the approval. The reviewer will be notified of the approval by email and within the app.

Monitor approval progress

You can monitor the approval progress on any item by the approval status, and the approver columns (F) placed on your main board.

Deleting an approval round

If you have completed an approval round from the three phases or you have added a round by mistake, you can delete the approval by navigating to the bin icon (G)

This will then show a pop-up that will confirm if you want to delete the approval. Select ‘delete’ (H), and the approval will no longer show within the item.

Need support? We’re here to help 🧡

If you have any questions or would like to speak with us about Approvals for, please contact our Customer Support team.

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