Single stage approval process

It is very common for all companies in various industries to use some form of a single-stage approval process, whether this is conducted via email, Teams, or Slack. This process involves sending a task for review and approval without requiring multiple levels of approval.

For instance, If you are working on content publishing tasks, such as a blog article, it may require a clear and simple review process. Although you may think that this type of approval process does not require an online tool, it can become overwhelming over time if reviewers are sent multiple tasks to review. This can lead to miscommunication and cause delays in providing feedback or publishing the content.

With Approvals for monday.com, you can send tasks for a single stage approval process that will streamline your review process in one place where you can collect approval feedback and push tasks forward.

In this guide, we will walk through adding a single-stage approval process to any task item placed on your Monday board.

Adding an approval

Once Approval is installed, you can start to use it straight away with no complicated process.

To start the review process, access Approvals for monday.com within any item on your monday board. Then, add your approval by selecting the approval round (A) field.

Customizing the approval

You will notice that the approval round has been added to the main Approvals for monday.com display window; this is visible in the screenshot below.

Now, you can proceed to rename the Approval title (B) 'Approval round 1' to be specific that reference your review process, like 'marketing team review.' You can accomplish this by simply typing your desired changes within the approval round title. Once completed, your text modification will be automatically saved

Add your reviewers

Next, include your reviewers in the approval process by clicking on the add approver section (C). This will display a list of individuals from your monday.com board. You can either select an approver from the drop-down list or narrow down the search by typing the reviewer's name.

Once you have chosen your approver, their name will be displayed in the main approval section, as illustrated in the screenshot.

Important: If you are using the free version of Approvals, you are limited to three reviewers within the approval round.

To start the approval process, select the start button. The approval will now be active, and the status will change to pending review (D). Simultaneously, the reviewer will receive a notification of their approval request through an in-app and email notification.

Deleting an approval round

You can remove an approval round by clicking the edit button located under the approvers, you can see this displayed in the illustration (D) above. This action will open the approval round for configuration. Then, go to the three-dotted menu and select the delete round (E) option.

Important: For audit purposes, there will not be an option to delete an approval round once it’s been approved.

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.