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Using Automations with Approvals

Automations are one of the most powerful features in and can bring real benefits to you and your team. Instead of wasting time on tasks that can be automated, can do the work for you giving you time back that can be spent more productively.

Using these built-in automations with Approvals can really help you take project management to the next level. There are plenty of automation options to choose from but we will focus on the most important ones below.

If your team is spending a lot of time customizing or changing actions manually in, you can use their automation feature where you can automate certain actions on your board. This will transform your project management and team collaboration to the next level. However, with so many automation options to choose from, it can be overwhelming to select the right automation that is right for your team.

With approvals, we have simplified this process for you and your team, as you can easily add one of our automation templates.

In this guide, we will walk you through how to add and use automation that will move items to another board once an item is approved.

Adding automation template

To add the approval automation, navigate to integrations that you can find on your board. Once the display window has opened, scroll to featured apps where you find approval automations (A) under the app options.

This will open to display the five approval automation templates. Select the ‘when the status changes to something move item to group’ automation and select add to board (B).

This will open the automation where you can select the status and the board to move approved or rejected items. Once configured, select add to board (C) .

The automation will now be displayed under the board integrations (D). This will show all the active automation on your board, which you can disable or delete the automation.

Once the automation is active, any item that has been approved the item will move to the completed intivaties group (E) within the board.

Need support? We’re here to help 🧡

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


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