--- language: "en" --- # Captionizer for Confluence ## Captionizer for Confluence Getting Started Installing Captionizer Accessing Captionizer Using Captionizer Credit System FAQs Release Notes ### Documentation * #### [Getting Started](https://docs.appfox.io/confluence-captionizer/getting-started.md) Welcome to Captionizer for Confluence 👋 Whether this is your first time using Captionizer of you just want a quick refresher, this guide will tell you everyth... * #### [Using Captionizer](https://docs.appfox.io/confluence-captionizer/captionizer.md) Overview Images are a crucial part of Confluence documentation, but without proper captions, their meaning can be unclear. The Captionizer Agent automates the ... * #### [Credit System](https://docs.appfox.io/confluence-captionizer/credit-system.md) Overview Captionizer for Confluence is completely free! However, it does employ a credits system that limits each user to obtain 100 captions per month. This i... * #### [FAQs](https://docs.appfox.io/confluence-captionizer/faqs.md) Introduction Welcome to the FAQ section for Captionizer for Confluence. Here, you will find answers to common questions about how to take full advantage of our... * #### [Release Notes](https://docs.appfox.io/confluence-captionizer/release-notes.md) Find out more about the features and improvements that have been released for Captionizer for Confluence below. Need support? We're here to help 🧡 If you have... --- language: "en" --- # Accessing Captionizer You can access the agents of *Captionizer for Confluence* by clicking the ![logo rovo](https://docs.appfox.io/__attachments/a_b625c0da59f312fdb296ddba560a76b1360fb040768125cead5dd8f22f682aba/atlassian-logo_rovo?cb=3127271216a1abefac6ae8bc976593a5) **Chat** button in the top right of the Confluence navigation bar, as shown below. **Important:** You *must* be using a Confluence instance that has a Rovo license. Otherwise, you will be unable to use the agents available in *Captionizer for Confluence*. ![image-20250327-191738.png](https://docs.appfox.io/__attachments/a_536a7317baf3781fc8cc8226385fd6bb35373b5f1b7dbf0edecd012582bba3cf/image-20250327-191738.png?cb=24257e69c12278b62d4e94883a3dd0a6) ![image-20250327-191911.png](https://docs.appfox.io/__attachments/a_e2c2a73c0963d48607b65e4eca15261a1731c6d7e6ebc69403209e8dccc51e1b/image-20250327-191911.png?cb=29f1bd1a008e1ed3e3b881f8d806ddab) Once the Rovo Chat panel has opened, you will want to click the ![logo rovo](https://docs.appfox.io/__attachments/a_b625c0da59f312fdb296ddba560a76b1360fb040768125cead5dd8f22f682aba/atlassian-logo_rovo?cb=3127271216a1abefac6ae8bc976593a5) **Chat** *drop-down* button, and then click the **Browse agents** button in the drop down. ![image-20250327-192115.png](https://docs.appfox.io/__attachments/a_d2247f9bae9460bcb7c2befb61ef26cd8616a938e375a56580ebf7dc04e32972/image-20250327-192115.png?cb=431d81bbf751f8d32e0bfe1d01b55d27) You should now see a dialog which displays all of the agents that you have available to you. Search for the following agent: * Captionizer ![image-20250327-192308.png](https://docs.appfox.io/__attachments/a_127bec441f992bc7690adbba98a9f76129c5261a33883570381f1f5dba259ebe/image-20250327-192308.png?cb=e01aafbd7994b52730df208e407da8bf) You should now see a Rovo Chat panel with the selected agent on the right of your window. ![image-20250327-192447.png](https://docs.appfox.io/__attachments/a_04a4d51f9ecc494a0798e327626286b954f80232573aaec7fe1ec15e4f7cf2e0/image-20250327-192447.png?cb=100ed5fc24144f4a3fc8d85f93c3facb) *** ** * ** *** ## Need support? We're here to help 🧡 If you have any questions or would like to speak with us about *Captionizer* *for Confluence* , please [reach out to our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Using Captionizer ## Overview Images are a crucial part of Confluence documentation, but without proper captions, their meaning can be unclear. The **Captionizer Agent** automates the captioning process, helping users generate clear, contextual descriptions that improve comprehension and usability. By analyzing the content of an image and its surrounding text, Captionizer suggests relevant captions that enhance the reader's understanding while ensuring consistency across documents. ## Key Features **Important:** Captionizer will only be able to make updates to pages if you, as the user, have the correct permissions to make edits to the current page that you are on. * **Automated Caption Generation** -- Suggests contextual and descriptive captions based on image content. * **Customizable Captions** -- Users can refine or adjust captions before applying them. * **Seamless Integration** -- Works within Confluence to directly update image captions. * **Credit System** - Each user will gain 100 credits per month to caption images, which refresh monthly. See more information [here](https://docs.appfox.io/confluence-captionizer/credit-system.md). ## Start a Chat 1. Click **Chat** on the top right of the Confluence navigation bar, and the chat window will open. Then select the **Captionizer** agent. 2. Some prompts will be suggested for you to use to get started. 3. Enter your prompt and hit *Enter* , or click the *Submit* button in the text field that contains your prompt. ![image-20250402-154810.png](https://docs.appfox.io/__attachments/a_b1627f53742276ae97d1ba27e6d4782f12a09e43edb3ca7f2049b3a208af365b/image-20250402-154810.png?cb=547313987669abcbd594a907f5000162) ## Optimizing Captionizer Captionizer has a limit on how many images it can caption in one go. If you need to caption multiple images at once, we recommend you try captioning a maximum of 6 images. You can say to Captionizer: *"Caption the first, second, third, fourth, fifth and sixth image"* ## Example Prompts *"Caption the images on this page"* *"Caption the first image"* *"Caption the first and third image on this page"* *"How many credits do I have left?"* *** ** * ** *** ### Need support? We're here to help 🧡 If you have any questions or would like to speak with us about *Captionizer* *for Confluence* , please [reach out to our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Credit System ## Overview *Captionizer for Confluence*is completely free! However, it does employ a credits system that limits each user to obtain 100 captions per month. This is handled with credits. Each month, with regards to when *you* first used *Captionizer for Confluence*, your credits will refresh and you will get 100 credits again to use up for the next month. ## How Can I View my Credits Information? You can ask *Captionizer for Confluence* how many credits you have left remaining or how many credits you have used by asking it the following: *"How many credits do I have left?" -*It's as simple as that! ![image-20250403-144905.png](https://docs.appfox.io/__attachments/a_d52b5e7c69d10c0e95643d68713e41ae543c045d8c82df04dee913aec229c372/image-20250403-144905.png?cb=bb342ff19a0232246aa8c63bcf5e500e) You will also notice that every time you caption an image, or multiple images, *Captionizer for Confluence*will let you know how many credits you have remaining and when your credits will refresh. ![image-20250403-145108.png](https://docs.appfox.io/__attachments/a_0b9521e937e40511c493d4c1f77aa2e45358a871f9289e82d0944444a7c1143c/image-20250403-145108.png?cb=5c28641b97421f2ec03bbc15e3659c9f) *** ** * ** *** ### Need support? We're here to help 🧡 If you have any questions or would like to speak with us about *Captionizer* *for Confluence* , please [reach out to our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # FAQs ## Introduction Welcome to the FAQ section for *Captionizer for Confluence* . Here, you will find answers to common questions about how to take full advantage of our *Captionizer for Confluence* agents and, troubleshooting them within your Confluence workspace. If you don't find the answer you're looking for, feel free to reach out to our support team for further assistance. ## Frequently Answered Questions How do I install Captionizer? You can install Captionizer by following the instructions outlined in the [Installing Captionizer](https://docs.appfox.io/confluence-captionizer/installing-captionizer.md)section. Make sure you also have a license for Rovo! Why is Captionizer not finding any images on a page? Sometimes the agent needs the page to be refreshed, or you might need to open a new chat for Captionizer to see the new changes on a page. Why does Captionizer say there was an error when captioning my images? Captionizer has a limit on how many images it can caption in one go, make sure you are only trying to caption a maximum of 6 images at a time. This will provide optimum results and provide quicker responses. *** ** * ** *** ### Need support? We're here to help 🧡 If you have any questions or would like to speak with us about *Captionizer* *for Confluence* , please [reach out to our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Getting Started Welcome to *Captionizer for Confluence* 👋 Whether this is your first time using Captionizer of you just want a quick refresher, this guide will tell you everything you need to know. You can either follow the step-by-step guide, or jump to the sections that are most relevant to you. ## Introduction to Captionizer for Confluence Captionizer is an AI powered image analysis tool, built on top of Rovo. It uses the power of the latest large language models to understand the images on your Confluence page, and generate captions for them. Whether it is a photo, a diagram or an illustration, Captionizer will write the captions for you, automatically improving the accessibility and usefulness of your Confluence pages. Use Captionizer to make your diagrams and images more accessible to screen readers, or to break down complex architectural diagrams. Or, simply use it to have fun! ## Installing Captionizer The first step is to ensure *Captionizer for Confluence* is installed. We've created this [useful guide](https://docs.appfox.io/confluence-captionizer/installing-captionizer.md) that will walk you through the installation process from start to finish. Captionizer is a Rovo agent! You must have Rovo installed to access Captionizer. You can install the app without it, but you will not be able to generate captions. ## Interacting with our Agents Next, you will need to understand how to access our agents to be able use them to your advantage! 🦾 You can find out how this can be done by exploring the [Accessing Captionizer](https://docs.appfox.io/confluence-captionizer/accessing-captionizer.md) section of our documentation. ## Using Captionizer Once you have Captionizer of Confluence installed, you can easily use Rovo to interact with it on any Confuence page. 🤖 To find out out more about how to use the agent, read the [Using Captionizer](https://docs.appfox.io/confluence-captionizer/captionizer.md) section of our documentation ## Do You Have Any Questions? Do you have any burning questions and need some instant answers to them? Then check out our [Frequently asked Questions](https://docs.appfox.io/confluence-captionizer/faqs.md) and find the answers you're looking for! *** ** * ** *** ### Need support? We're here to help 🧡 If you have any questions or would like to speak with us about *Captionizer* *for Confluence* , please [reach out to our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Installing Captionizer You can install *Captionizer for Confluence* in two ways; through the **Atlassian Marketplace** *(option 1)* or within Confluence using the **Universal Plugin Manager** *(option 2).* **Important:** Both methods will require administrator permissions to install *Captionizer for Confluence*on your Confluence instance. ## Option 1 - Atlassian Marketplace Ensure that you are logged in to your Atlassian account, and then access the \ on the Atlassian Marketplace and click **Try it for free**. ![image-20250508-091623.png](https://docs.appfox.io/__attachments/a_6cdd22f6d7b75d7463d5e9c6958b6d0c0d427541861475c8a44b3dc42d75769a/image-20250508-091623.png?cb=345a6064bef84f9ae0c24bb2665f23fc) Next, select the Atlassian site that you would like to install the app into. Once you are happy, proceed with the installation. When it has completed, you will be able to access the *Captionizer for Confluence* agents by clicking the **Chat** button in the top right of the Confluence navigation bar. For more information, check out the [Accessing Captionizer](https://docs.appfox.io/confluence-captionizer/accessing-captionizer.md) section. ## Option 2 - Universal Plugin Manager Alternatively, you can use the Universal Plugin Manager (UPM) to install *Captionizer for Confluence*on your Confluence instance. Start by accessing the **Apps** drop-down menu in Confluence and select **Find more apps**. Search for "Captionizer for Confluence" and navigate to this product once it displays in the search result. ![image-20250508-091245.png](https://docs.appfox.io/__attachments/a_d9e5cb5b29344044104f3a2dcf19aa69a4143509b12dee5bca57b61950c84f59/image-20250508-091245.png?cb=54ce8d1921d6ef127a6aa113c57f9f95) Next, click **Try it for free** followed by **Start free trial** . Once installed, you will be able to access *Captionizer for Confluence* by clicking the **Chat** button in the top right of the Confluence navigation bar. For more information, check out the [Accessing Captionizer](https://docs.appfox.io/confluence-captionizer/accessing-captionizer.md) section. *** ** * ** *** ### Need support? We're here to help 🧡 If you have any questions or would like to speak with us about *Captionizer AI* *for Confluence* , please [reach out to our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Release Notes Find out more about the features and improvements that have been released for *Captionizer for Confluence* below. *** ** * ** *** ## Need support? We're here to help 🧡 If you have any questions or would like to speak with us about *Captionizer* *for Confluence* , please [reach out to our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Approvals for monday.com ## Approvals for monday.com Transform monday.com into the complete work management system with a fully integrated review and approval tool. [Get Started](https://docs.appfox.io/approvals-monday-com/getting-started.md) ### Documentation * #### [Getting Started](https://docs.appfox.io/approvals-monday-com/getting-started.md) New to Approvals for monday.com? Let's get you up and running in a few simple steps. * #### [Features](https://docs.appfox.io/approvals-monday-com/features.md) Find out more about the features Approvals for monday.com has to offer. * #### [Use Cases](https://docs.appfox.io/approvals-monday-com/use-cases.md) Learn more about the ways people are using Approvals for monday.com. * #### [User Guide](https://docs.appfox.io/approvals-monday-com/user-guide.md) Learn how to use all the features and capabilities in Approvals for monday.com. * #### [Release Notes](https://docs.appfox.io/approvals-monday-com/release-notes.md) Find out more about the features and improvements that have been released for Approvals for monday.com below. Approvals for monday.com - November 2024 Approval... * #### [News \& updates](https://docs.appfox.io/approvals-monday-com/news-updates.md) --- language: "en" --- # Request an approval on an item Teams often have a regular group of approvers for reviewing and approving items. But when there's a lot to approve, it can be overwhelming. Keeping the process simple is key to avoiding delays. With Approvals, everything is streamlined. Reviewers can approve items and give feedback all in one place. Adding Approvals for [monday.com](http://monday.com/) to your items is straightforward. Once the app is installed, simply access it by clicking on any item on your Monday board. In this guide, we'll demonstrate how to approve an item and how to provide feedback. **Select one of the topics below to learn more:** * [Single stage approval process](https://docs.appfox.io/approvals-monday-com/single-step-approval-round.md) * [Multi-step approval round](https://docs.appfox.io/approvals-monday-com/multi-step-approval-round.md) ## Approving an item If you have received a notification regarding approval, you can click on the item in the notification to be guided to the approval round. Alternatively, you can click on the item and navigate to **'Approvals',** where you will see the approval with your name under the**approver's section (A).** ![RA - A.png](https://docs.appfox.io/__attachments/a_9bdfb0f53f1a4a5856ed264b5ba762bb647aed2750d2b332622c793874817335/RA%20-%20A.png?cb=19d443a07bef7d4e82d5f870a1b4f673) Depending on your approval outcome, you can approve the item by clicking the tick or cross icon under the **status section (B)** ![RA - B.png](https://docs.appfox.io/__attachments/a_fa9f1399569b99c705c7514574aea196d4a8407cf6a27b4e7e2d2878c440c230/RA%20-%20B.png?cb=f1e3990ccc9ace8e3816daa8caf6fe65) You'll see the status is still shown as**pending review (C)** and the comment section has opened below. Before the status changes, add approval feedback in the comment section. Then, click **save (D)**to update the approval status to show as approved. ![RA - C.png](https://docs.appfox.io/__attachments/a_5dd63073b29ea9d93269c243fc33a025a1f7bb5c3a0b5bdf4c9906dfe373fcdd/RA%20-%20C.png?cb=620f57dbe29ec8dedbd8b01c28858cbd) *** ** * ** *** **Need support? We're here to help**🧡 If you have any questions or would like to speak with us about Approval for monday.com, please don't hesitate to [contact our Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Approval Teams Approval teams can be essential for any approval process, as they ensure that all the necessary stakeholders are gathered in one place for efficient review and approval. Approval processes in many companies often require collaboration across various departments. For instance, an events proposal might need a budget sign-off from the finance department before proceeding with planning. This might entail creating approval processes via email involving different individuals in that department. However, this approach can be time-consuming due to lengthy email chains and potential delays. With Approvals for [monday.com](http://monday.com/), you can seamlessly apply approval teams created within [monday.com](http://monday.com/) directly within the approval setup process. This guide will show you how to create teams in monday.com and apply them to our app. ## Creating approval team To create a team on Monday.com, navigate to your profile on your Monday board and, once opened, select the**team's option (A).** ![teams a .png](https://docs.appfox.io/__attachments/a_d09816a0d55658ecd4da8b6afe506ec315898e77dee7382a3fd0a9cf7022b551/teams%20a%20.png?cb=56ec6f81403804138bcff399135366fe) This will open, showing all the team members on your Monday board. To start the process, select the **new teams (B)** option on the left-hand side of the window display. ![teams B.png](https://docs.appfox.io/__attachments/a_f07a4489b7b7ccce198f54e827aa4912c5d5273fc3d8aeaf245f105d340ef033/teams%20B.png?cb=a7c7c06e2b51f468030f97adf7bad824) The window for configuration will open, and you can rename the title and add team members. Once you have created your team, click "Create" to save**(C).** ![teams c.png](https://docs.appfox.io/__attachments/a_b2dddc0e93792262b92629c437b68670ed1c53d8e18cfb111ab128b555008528/teams%20c.png?cb=bc20178d6b35d2c6a34f1d9865386865) Your new team will be added on the left-hand side of the team's window display **(D)**. ![teams d.png](https://docs.appfox.io/__attachments/a_0d37a35c5bb1cb534f1831ce2f71342f2e95b01732745d92512f2f1c1adc381e/teams%20d.png?cb=1feb9f1144997bfbd81f3793e6599111) ## Adding your team to a single approval round Once you have created your approval teams on [monday.com](http://monday.com/), you can add them to a single or multi-stage approval process within Approvals for [monday.com](http://monday.com/). We will add an approval team to a single-stage approval round for this guide. Start by guiding to the Approvals app in any item on your [monday.com](http://monday.com/) board**.** Once Approvals is opened, add your first approval round by selecting the **add new round (E)** option, as illustrated in the screenshot below. ![AT - E.png](https://docs.appfox.io/__attachments/a_ee273bab101368f0c66bb4d39e938b31bfbfcff2e06b1e356e427d40db9a1250/AT%20-%20E.png?cb=2652265c42fc1a157423e483d88d8557) You can customize the approval by renaming the approval title to be more specific to your review process. You can start adding your approvers and approval teams at this stage by navigating to the **add approver field (F)**. ![AT - F.png](https://docs.appfox.io/__attachments/a_ebf85da390f223fc41871fe561c8170eb00cf58b6524a0b998b542e3ec042a40/AT%20-%20F.png?cb=e12d6fe5119ea856b3c1cfad0a81d3a3) A drop-down list will appear, displaying all the members and teams on your Monday board. You can scroll to select your team from the list or filter the search by typing your team's name **(G)**. ![AT - G.png](https://docs.appfox.io/__attachments/a_3daf018a55b5b3484f6e985f85cf2b6a26c2acebf0d611de8f4a5d41f3a21f57/AT%20-%20G.png?cb=bc9175411312d29c14dcec57d62b5760) Once you have selected your team, it will show under the approval round **(H).** ![AT - H.png](https://docs.appfox.io/__attachments/a_2e3464e6484891bdfb1ffa3a694287c783da958b86fd2763ade91ac2a3afca1e/AT%20-%20H.png?cb=cac557030cf95c87eb0a0476af2b1769) Adding approval teams to your review process can streamline the approval setup process. This allows you to gather all the necessary individuals in one place to ensure that your item is being reviewed by all the stakeholders who need to be involved. *** ** * ** *** **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](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Apply Approval Templates Submitting an item for review and approval using Approvals for [monday.com](http://monday.com/) is simple and efficient. However, when multiple items require review, opening each item to configure the approval process can become time-consuming. You can now apply Approval Templates to multiple items at the click of a button, saving you a ton of time without needing to go into each item and set up the approvals individually. This guide will walk you through how to apply Approval Templates to multiple items. Before we apply approval templates to multiple items from your main board, this feature combines the use of our [approval templates feature](https://docs.appfox.io/approvals-monday-com/create-and-apply-pre-configured-approval-templates.md), where you can add your pre-configured approval templates to the process. To send multiple items for review from your main Monday board, navigate to the review items and select the **Square checkbox (A)** on the side of each item. The items selected popup bar will appear on the bottom of the screen, where you will find the **Apps option (B)** within the menu. ![A.B.png](https://docs.appfox.io/__attachments/a_77bb6746e82a82f08c9bf5a42a40bf885915b5a1c4a656c31da588a8ca41ddf0/A.B.png?cb=5457db77b7b8e64914068810ed4494cf) Once selected, a pop-up will appear where you can choose the**Apply Approval Templates feature (C).** ![C.png](https://docs.appfox.io/__attachments/a_456ce163772632db10d89e033600ebedcbce7d796a5fd135a6fb2774efe89bb3/C.png?cb=df8739bb706cc6be1a0520cd4bf45ce7) This will open all your available **Approval templates (D)**. Next, select the approval template you would like to use for the review item or search for your specific template within the search bar. ![D.png](https://docs.appfox.io/__attachments/a_7f0bc08dfd3f07431ba8c590d6ab3e3901f67bc93515f3ae6d847c8674bcc2ee/D.png?cb=d1aa70d93f02bcfb0cb390a64ee74fcb) ***Important:*** *if you have selected any items where an approval is already in progress, you will see an* ***Incompatible item (E)*** *warning message where the bulk add feature cannot be applied.* ![E.png](https://docs.appfox.io/__attachments/a_8372c718f2af4d40980b8309ebeb54b42f0c7808981abce6a034a4f47aa1c2bd/E.png?cb=fc2d1d0a08fca8c5489ae5a2a89f3b84) Next, select **Apply (F)** to start the approval process, and the display window will transition to a loading screen. ![F.png](https://docs.appfox.io/__attachments/a_102fbd8117a2e2ae3f4d24380c6c9cc04dc5caa8c7688f11ca41e63240f1f1a4/F.png?cb=84d163f1bcc34c943d40319c3076f5e8) Once the approval templates are added to your selected items, a **Checkmark will appear (G).** Additionally, the approval status of the item on your Monday board will automatically show as **Pending review (H).** ![G.H.png](https://docs.appfox.io/__attachments/a_d86452fd016a938c9a09173b10e225ab3d8596f92a68170d9cd10ef174096497/G.H.png?cb=62f3d326626e25f8a1fab598cd65ce90) ***Important:*** *Once you have selected the apply button to start the button, be sure not to click outside or close the bulk add approval display window until the checkmark has shown.* If you want to use add Approval Templates to multiple items but do not want to kick off the approval process when a template is added to an item, don't worry. You can do this by deselecting the **Start Approvals (I)**check box before selecting the approval templates to add to multiple items, as shown below. ![I.png](https://docs.appfox.io/__attachments/a_7bbe2cbbb0263812f9a7b01de2be5c9107f6cde5692c21b6332b8b3f59c81bfb/I.png?cb=aad8e8ff173d6dcdee7286a2e60aaee2) *** ** * ** *** **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](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Approvals for monday.com - February 2026 | **Release Date** | February-2026 | |--------------------|---------------| | **Type of Update** | new feature | We're delighted to announce the February 2026 update to Approvals for monday.com has just been released. ## Improvements 🛠️ * We have migrated our sentence builder integrations to Monday.com's new workflow blocks structure. Their functionality is unchanged by this enables the following blocks to be used in the new automation builder: * Apply an approval template * Start the approval process * The legacy versions of these integrations can still be used in the legacy automation builder and existing automations will continue to function unless and until Monday remove them. Monday have not currently announced if or when they will do this. **Updating to the latest version:** this update has been automatically applied to Approvals for monday.com, so no action is required from you. *** ** * ** *** ### Customer Support 🧡 * If you have any questions or need assistance with Approvals for monday.com, please [contact our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3) --- language: "en" --- # Approvals for monday.com - January 2026 | **Release Date** | January-2026 | |--------------------|--------------| | **Type of Update** | bug fixes | We're delighted to announce the January 2026 update to Approvals for monday.com has just been released. Please be aware that due to a change to how we process notifications, all users will need to authenticate the app upon first use following this release. The additional permissions are needed to use Monday APIs from our app back-end which is how we now send approval notifications. This will only be requested once per account. ## Bug fixes 🐛 * Fixed an issue where notifications would sometimes not be sent for approvals if a user leaves the page too quickly after triggering an approval round. **Updating to the latest version:** this update has been automatically applied to Approvals for monday.com, so no action is required from you. *** ** * ** *** ### Customer Support 🧡 * If you have any questions or need assistance with Approvals for monday.com, please [contact our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3) --- language: "en" --- # Approvals for monday.com - November 2024 | **Release Date** | 29-11-2024 | |--------------------|-----------------------| | **Type of Update** | new feature bug fixes | We're delighted to announce the November 2024 update to Approvals for monday.com has just been released. ## New features 💎 * Default approvals have landed! You can now set up custom automations within monday.com or use our pre-configured templates to fully customise your workflow. Approval processes can be automatically applied to certain items and started by pre-defined triggers. ### Improvements 🛠️ * The comment and decision history of an approval will now show the user responsible for triggering a re-request. Re-requests triggered prior to this update will not show the user responsible for the action. ### Bug fixes 🐛 * Fixed a bug where approvals would sometimes change position within the same round. * Fixed a bug where the multi-item select menu for bulk applying templates was being cut off by the window. **Updating to the latest version:** this update has been automatically applied to Approvals for monday.com, so no action is required from you. *** ** * ** *** ## Customer Support 🧡 * If you have any questions or need assistance with Approvals for monday.com, please [contact our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3) --- language: "en" --- # Approvals for monday.com - October 2024 | **Release Date** | 30-10-2024 | |--------------------|-----------------------| | **Type of Update** | new feature bug fixes | We're delighted to announce the October 2024 update to Approvals for monday.com has just been released. ## New features 💎 * You can now view the comment and decision history of an Approval by clicking the comment icon. * Completed approvals can now be re-requested, this allows you to close the loop once the provided feedback has been addressed. ### Improvements 🛠️ * We have redesigned round precedence from the ground up! The new interface more clearly highlights the round ordering and allows for rounds to be dragged and dropped into the desired sequence in edit mode. ### Bug fixes 🐛 * Fixed a bug where unavailable approvers could not be deleted from active rounds. **Updating to the latest version:** this update has been automatically applied to Approvals for monday.com, so no action is required from you. *** ** * ** *** ## Customer Support 🧡 * If you have any questions or need assistance with Approvals for monday.com, please [contact our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Approvals for monday.com: Update to usage model January 2025 We are introducing a significant update to our app, **Approvals for** [**monday.com**](http://monday.com/)**.** These changes are designed to simplify our usage structure and improve accessibility to the app's full suite of powerful features. The updated usage model will be in effect from **January 15, 2025**. NB:**This change will not affect existing users on the Pro plan,** who are currently paying for Approvals for monday.com, but will mean some changes for Free plan users and new users. **Overview of the changes** To enhance accessibility, unlock more functionality for all users and simplify our billing model, we're introducing the following updates: 1. **Approval-based** **usage:** Usage will now be based on how many approval processes you are permitted to apply per month, rather than the number of approvers. 2. **More functionality**: All features will become available across the free tier and all paid subscription tiers. This includes powerful features previously only available to paid users, such as Default Approvals for whenever a new item is added to your board. 3. **Streamlined subscription tiers:**We are simplifying our subscription structure by reducing the paid plans from seven to three, while retaining the free tier. This change aims to provide clearer and simpler usage options to our users. 4. **Updated billing:**The revised model reflects the transition to an approval-based structure that better aligns with the value delivered across all subscription tiers. **When does the change take effect?** The new usage model is in effect from the **15th of January 2025.**From this date forward, all previously paid-only features will become available to all users, and the revised structure will apply to all new and Free plan users: * **New users:**Users who upgrade to a paid subscription plan after the date of the change, will be billed according to the updated usage structure. * **Free plan users:** Users on the free plan will now have **full access to all approval features**. In the free tier, they will, by default, have access to a maximum allocation of three approval rounds to spend per month, which refreshes monthly. * **Existing subscription users:** The price of your plan will remain unchanged, and you will effectively transition into the new **Unlimited approval based tier** with all your current benefits intact. **Why are we making these changes?** We are committed to continuously improving Approvals for [monday.com](http://monday.com/), and over the past year, we've introduced [significant enhancements](https://www.appfox.io/blog/whats-new-approvals-for-monday-com-dec-24/) to simplify and optimize your approval process in [monday.com](http://monday.com/). To reflect these improvements, we're transitioning to an approval-based usage model, aligning the billing structure with usage. This shift simplifies the process while offering greater flexibility and value for all users. Key benefits include: * **Simplified and Transparent:** The transition to an approval based model reduces complexity, ensuring that all users, regardless of their tier, can access the full suite of features, including previously paid-only features. * **Increased Value:** By consolidating seven pricing tiers into three, we're providing a more efficient, cost effective experience, enhancing overall usability for all users. * **Ongoing Innovation:** As part of our commitment to continuous improvement, we've added new improved features to the app For a deeper dive into the latest improvements and how they'll benefit you, [click here to read more](https://www.appfox.io/blog/whats-new-approvals-for-monday-com-dec-24/)and explore the key benefits now available to **Approvals for monday.com** users, including: * The ability to set default approval workflows, applying approval templates whenever a new item is added to your board * The ability to send items for single or multi-stage review and approval * A redesigned user interface to streamline sequential approval processes * A one-click option to re-request approvals * Detailed approval history tracking * The ability to create and manage reusable approval templates * Bulk approval application for enhanced efficiency * Automatic application of approval templates to new items added to boards You can find confirmation of the pricing structure after the change below, per tier: ![pricing and plans .png](https://docs.appfox.io/__attachments/a_610886112fecfe699ca3289aaaf8c8682a511dc834c5ca67f48c8faebca08034/pricing%20and%20plans%20.png?cb=9b61c87e4d892c3760ee8675033145a4) **FAQs** To help you better understand the upcoming changes and how they may affect your subscription, we've outlined some key details below: 1. **What happens if I exceed the approval limit?**If you exceed the approval limit, it will reset monthly, or you can upgrade your subscription to access a higher approval limit. 2. **What** **happens** **to unused approvals within a given month?**Unused approvals will not carry over to the next month. Your approval limit will reset at the end of each month. 3. **Will I be notified once** **the approval limit** **has been reached?**Yes, you will not be able to create new approvals in the app, and you will be informed that the limit has been reached. 4. **How can I track the approval usage?** There is a new dashboard widget that will tell you how many approvals you have and how many have been used; this will be visible when creating a new approval process. 5. **Can I purchase additional approvals without upgrading my plan?**There is currently no option to purchase additional approvals with your plan. The approval limit will refresh at the end of the month, or you can upgrade your current subscription plan. **Next Steps** * **For Existing Pro Plan Users:** No immediate action is required unless you wish to cancel and start a new subscription. * **For Free Plan Users \& New Users:** To learn more about the updated usage model and new features, please visit [Approvals for monday.com on the marketplace](https://monday.com/marketplace/listing/10000005/approvals-for-mondaycom#pricing) Alternatively, you can always **contact our** [**support team**](https://appfox.atlassian.net/servicedesk/customer/portal/3)**, or email us at** [**support@appfox.io**](mailto:support@appfox.io) for assistance. We are excited to introduce these changes and remain committed to providing a powerful and efficient approval process to help streamline your workflows with **Approvals for monday.com**. We sincerely appreciate your continued support. **The Approvals Team** --- language: "en" --- # Budgetary and Invoicing Sign Offs To showcase the efficiency of Approvals for [monday.com](http://monday.com/) when managing your budgets in monday.com, we'll walk you through a fictional scenario featuring Eric, a Finance Manager in a B2B business. Eric is responsible for managing all invoice approvals that have been requested from various departments within the organization. Let's dive into Eric's workflow and explore how Approvals for monday.com streamlines his processes. ## Product features used: In this use case, we'll explore the following Approvals for monday.com features: * Adding a multi-stage approval process * Customize approval title * Approval teams * Sequential approval process * Approval automation template * Approval feedback * Re-request approval ## Use case Eric efficiently manages the approvals of invoices in monday.com. By consolidating essential information, he engages stakeholders effectively, reducing lengthy email threads and the potential for overlooked invoices. Eric will send all new invoice items that need approval through using Approvals for [monday.com](http://monday.com/) multi-stage approval process. To begin, he opens a new item on his [monday.com](http://monday.com/) board and navigates to the Approvals app to add his **approval rounds (A)**. ![BS -A.png](https://docs.appfox.io/__attachments/a_abe4ca275488d8c250278d34f645a8cf3fdaaccb859de53a98f31791680a9bc4/BS%20-A.png?cb=f56bb22eabc8e1582be78a3785fb1285) Eric now configuresthe approval rounds by renaming the **approval round title (B)**. This helps guide reviewers focus on their dedicated section for approvals and seamlessly integrates with their workflow. He optimizes the process by incorporating the existing **approval teams**, efficiently saving time by adding all necessary individuals within a single approval round. ![BS -B.png](https://docs.appfox.io/__attachments/a_9a80581699fddecd93890cb92c6fef30fba5190e0f29c6ba694731b294786121/BS%20-B.png?cb=f6ac65c5a5a874ddd01349fcf459c84b) Now that Eric has configured the approval rounds, the final step is to drag and drop them into the appropriate**sequence within the approval workflow (C).** By using the sequential approval process, this eliminates the need for any manual processes, as the approval process will progress through each round automatically once approved. ![BS -C.png](https://docs.appfox.io/__attachments/a_21192ed4dfdad2f4106dbdd33b39cbdb1cfe74382f6e994e5afdcf99810856d6/BS%20-C.png?cb=ff0a7c9238ea861ac0c7aa71acda605e) Eric has optimized his workflow by leveraging one of the **approval automation features (D)**. This automation guarantees that once the invoice request is approved, the item on his Monday board will seamlessly transition to a different section on his monday board. ![BS -D.png](https://docs.appfox.io/__attachments/a_6e62fa96d86a8c90ab96f13b25ca9f187ab0c1ccdd5797d72bfcac2bd3f223f1/BS%20-D.png?cb=c52cfb8f3af348e25e265b6f994220c0) Finally, Eric will initiate the approval process. The first initial approval round will be active, automatically notifying all reviewers in that particular round **(E)**. ![BS -E.png](https://docs.appfox.io/__attachments/a_596c4f5719ad428fd5420e547e2c5c9501abc189de24e83931f9e48140c9e79e/BS%20-E.png?cb=e8f49660dcf9ba8cf4a7b5e1153ca261) Eric has now been notified that his first approval round has been rejected. He guides to the approval item to overview the **approval feedback (F).** ![BS -F.png](https://docs.appfox.io/__attachments/a_85ad13ef7f32ebfc22600de75bac6e2617c6f4fd9cbb27283c28d59d5aef6b23/BS%20-F.png?cb=1a1f83fb57ae9708b12bd5e22423d114) After updating his item based on the approval feedback, Eric **re-requests the approval round (G)**. The approvers receive a notification to review the changes, ensuring a streamlined and collaborative approval process. ![BS -G.png](https://docs.appfox.io/__attachments/a_2b7265b1604ea3f1788587b5d17617e50ec0fed03538b601b278956b43cfae5d/BS%20-G.png?cb=a1e2d71b860037087b61279a8926af0c) *** ** * ** *** **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 [get in touch with our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Candidate Screening and Approval in Recruitment In this guide, we'll take you through a scenario featuring Noah, a member of the recruitment team, as he creates a job description for a new position in his company. Before the job description can be advertised, Noah must ensure it receives approval from the necessary departments. With Approvals for monday.com, Noah can seamlessly manage the entire process from draft to advertising without leaving the platform. In this use case, we'll show you how Noah uses Approvals for monday.com to guide the job description through a multi-stage approval process. ## Product features used: In this use case, we'll explore the following Approvals for monday.com features: * Applying an approval template * Adding a sequential approval process * Approval automation templates ## Use case Noah is responsible for ensuring that the job description receives approval before it's advertised on their company website. To achieve this, he must adhere to the existing approval process established by the recruitment team. To achieve this, he relies on an existing approval process established by the recruitment team. This process is facilitated through Approval for Monday.com's approval templates, which can be easily applied to any item within Monday.com. To start the approval process, Noah navigates to the **approval templates section (A).** ![CS-A.png](https://docs.appfox.io/__attachments/a_2ec2526f4478c946d1aab5e280da233380bc26b6d7cea85985cc84b4b08e448a/CS-A.png?cb=1aff188fd89d55060eff7be4381029b4) Once Noah finds the necessary approval template, it will be automatically applied to the item. He can then initiate the process after ensuring that everything is in order. ![CS-B.png](https://docs.appfox.io/__attachments/a_69c4ce41704d7af9e9ffa28569a758b519cffc5b5bf039ff5851230ae9e50c8d/CS-B.png?cb=be125dcf8221bf1a6ce1bf5a3c9822b1) Noah starts the approval process, and the **first approval round is activated (C)** . Reviewers are notified of the approval request automatically via the monday.com notification centerand by email. ![CS-C.png](https://docs.appfox.io/__attachments/a_88295315af4ff4dc5bd37bbce171777271a87102f61a826e582f346136d9dae5/CS-C.png?cb=0bb5c6ef6fd14defbbebe9329fed45ce) Now that the job description has been approved and signed off, the job advertisement is live on the company's website and social media platforms. Noah has improved his workflow by utilizing one of the **Approvals automation features (D)**. This automation smoothly moves candidate application forms to a designated section on the board, depending on the outcome of their approval. ![CS-D.png](https://docs.appfox.io/__attachments/a_151067e2930168604829fcbf5d5bdf0bc6d421b7c8a024ffa47139e4dca99184/CS-D.png?cb=7b77b33c1979f67ef94f8e57d112ff48) With his board well-organized, Noah can quickly send emails to applicants who have progressed to the respective sections, significantly improving the overall efficiency of the recruitment process **(E)**. ![CS-E.png](https://docs.appfox.io/__attachments/a_d22dedca8da9533004744d62982e48448ea40dd6094d9e45ee5289a87832f116/CS-E.png?cb=6252ab77c4630a9909b235e53cc913b8) *** ** * ** *** **Need support? We're here to help**🧡 If you have any questions or would like to speak with us about Approval formonday.com, please don't hesitate to [contact our Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Configuration Settings Approvals for monday.com contains a lot of powerful features and you can easily configure the app to suit your needs. In this section, we'll walk through the various configuration settings available in Approvals. ## Accessing the Configuration Settings To access the configuration settings, open any item on your [monday.com](http://monday.com/) board and click the **Approvals** tab. Once there, click settings in the top right corner within the Approvals window itself. This will open the configuration settings. ### Approval columns The first two options in the configuration settings relate to the **approval columns**that will be displayed on your monday board. These will help you view the approval progress of any item. ![approval columns .png](https://docs.appfox.io/__attachments/a_d6b80aedb117a7ca6ef2e451e27e8f015e289ae2de8b0b686ae4d0357d930dfa/approval%20columns%20.png?cb=03c559ca71c019ce8abae786a969c60b) For more information about setting up your approvals columns, check out this [useful guide](https://appfox.atlassian.net/wiki/spaces/FOX/pages/edit-v2/749797377) we have created. ### Minimum approvals and rejections required If you need a minimum number of people to approve or reject an item before it can be considered complete, you can easily set this up in Approvals for [monday.com](http://monday.com/). Use the **Minimum approvals required** or **Minimum rejections required** setting and select the desired number of approvers, as shown in the image below. For more information, check out this [useful guide](https://docs.appfox.io/approvals-monday-com/configure-and-manage-the-approvals-quorum-size.md). ![cs minimum ar.png](https://docs.appfox.io/__attachments/a_81095aa3b5c3b0349c41794fc368cdaf626a4bedc5d25929d390662e00b6b568/cs%20minimum%20ar.png?cb=835558c9e00a2264062825e9ba3be43e) ### Approval Comments You have the flexibility to control when approvers can leave feedback during the approval process. For example, you can require all approvers to leave a comment when making their approval decision by using the **'require comments'**setting. ![Configuration settings .png](https://docs.appfox.io/__attachments/a_d304b6a56d7e9df36000ecd266f6bfd14633416a191741c0db6844e27636d156/Configuration%20settings%20.png?cb=9cec140274f72a24b67c8260f01c5b49) *** ** * ** *** **Need support? We're here to help**🧡 If you have any questions or would like to speak with us about Approvals for monday.com, don't hesitate to [contact our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Configure the minimum required approvals or rejections Many teams have procedures for getting tasks approved. These procedures ensure that specific individuals are involved in the approval process. However, sometimes, using these procedures for smaller tasks can be time-consuming, as each individual must be gathered to provide approval feedback. To streamline the process, teams can use online tools to manage the quorum size of an approval. This can be achieved by setting the minimum approvals and rejections required for a task sent for review. For example, a proposal budget must be signed off before implementation. The proposal can be sent to all necessary people within the finance department for review while setting the minimum approval threshold. This helps to make the approval process more efficient and less time-consuming. With Approvals for monday.com, you can easily manage minimum approvals and rejections, keeping workflows efficient and all stakeholders involved. This guide will show you how to set and manage minimum approvals and rejections, ensuring a smoother approval workflow. ## Approvals quorum size To set the minimum number of approvals or rejections required for any item sent for approval on your Monday board, navigate to our app within an item and select the **settings icon (A).** ![seq a.png](https://docs.appfox.io/__attachments/a_e10b2fbbe215981f63dd459e97236394811cae94ae02977ed48a1dcf90330b55/seq%20a.png?cb=39f552dcd16ba7bd943238cb0e66da9b) A dropdown list will appear, highlighting two separate sections to set the **minimum number of approvals and rejections (B)** required for an approval round to be considered approved or rejected. ![seq b.png](https://docs.appfox.io/__attachments/a_c2de288e258a975ee638410e3d9ccaafcaf30c408ffcefb4bffe174ed788bf89/seq%20b.png?cb=27401c04673f6bb1f44f944d7f43f0a9) To change the required approvals or rejections, click on the number field **under each section (C)**. This will display a list of numbers from which you can select the approvals or rejections required for an item to be considered approved or rejected. ![seq c.png](https://docs.appfox.io/__attachments/a_dde34cc097d883bc5e8492e06ab9eda050b854fd336cace614d6c25ed6618951/seq%20c.png?cb=17de3d6eea9cd0fe1b2651c57bfba498) Once you have selected your number, it will appear in the settings, and you can change it anytime. In our screenshot example below, we have set the minimum approvals needed to two and rejections to one. ***Important:*** *The minimum approvals and rejections will apply globally* ![seq .png](https://docs.appfox.io/__attachments/a_1adc9777db2d8cd995d72d0a862818c9c7298d777aa23f1599b0b767b9f01282/seq%20.png?cb=e2e9048a7e59908e1830f4232db26b34) In the following sections, we overview how your approval will display when an item has two minimum approval sets and now minimum rejection sets. ### Minimum approvals required in action The screenshot below highlights what an approval will display when the minimum approvals have been set to two and one approver has approved the item. When you have set up your approval and started the process, the approval status will show as **'pending review' (D)**, as no approvers have decided. ![CA - D.png](https://docs.appfox.io/__attachments/a_7df993e300672a0df06eb5eaf1ac93c54b4aa9f6eb34f34c83cbe94ee781d06c/CA%20-%20D.png?cb=fc1486cf5e0954a4bf4a69d32a6372e2) Once one reviewer approves an item, the approval status shows as **'in review' (E)**. The approval will not show as approved until it has met the threshold of two. ![CA - E.png](https://docs.appfox.io/__attachments/a_2baa31963571ed9264999b5858c458ec8b47147739c592858189de1afeb61872/CA%20-%20E.png?cb=4feda0483d0c36abe93c9fb64eeff8ec) Alternatively, suppose you have selected the minimum approvals threshold to be one. In that case, the approval status will show as**approved (F)**, as only one reviewer is needed to approve the item before it is considered approved. ![CA - F.png](https://docs.appfox.io/__attachments/a_ee100c8e5fed15ebaa2c101f20177dc87cb9357e7254a2e751a9a98cbbce6db0/CA%20-%20F.png?cb=f4e9554c17d64e00e5dbed196194d822) ### Approval rejection in action The screenshots below highlight what an approval will display when an approval round has two approvers who have approved and one rejection. When you have set up your approval and started the process, the approval status will show as **'pending review' (G)**, as no approvers have approved the item. ![CA - G.png](https://docs.appfox.io/__attachments/a_f827586bb01c360781febdeea66e5e412c45329377bcba3d21135c4fda884439/CA%20-%20G.png?cb=76b739e26f4461e17542af98a5e68d3b) The approval round has received two approvals, but one approver has rejected it. As a result, the overall approval status is now marked as rejected **(H)**. By default, any rejection in an approval round will change the status to rejected. Additionally, if the approval process consists of multiple stages, the round will not advance to the next stage. ![CA - H.png](https://docs.appfox.io/__attachments/a_d0387a83f5ebe102b1958d56f06879528936f58dd0684dfa6af82646bbf041ed/CA%20-%20H.png?cb=41a2cc156c6a4ce6977a76c337a57495) The status of the approval indicates that action is required for any item sent for review in this scenario. As a result, the approval owner can**re-request approval** **(I)** from the approver who rejected the item. ![CA - I.png](https://docs.appfox.io/__attachments/a_c187f411720e7a0ae3012b43511f78c5c6ff692b76633aadba990379aa7cbdf2/CA%20-%20I.png?cb=89027a1302cfc38f9a74d9c3868e912f) The item approval will now show as **pending review (J)**, and the approver will receive an automated notification, both in-app and via email, regarding the re-request. ![CA - J.png](https://docs.appfox.io/__attachments/a_3e7576f4f7171998d984e5d935ee6517c6161422bbb780a69bdc86a9742d3fd4/CA%20-%20J.png?cb=b7c3f11f4dce900425d2ef4472f3f288) *** ** * ** *** **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](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Configuring Default Approvals Default Approvals are an essential feature in **Approvals for monday.com** that enable you to create seamless, consistent workflows for your team. With Default Approvals, you can set up a template approval process and apply it automatically to new items added to your board, ensuring that your approval workflows run smoothly without needing manual intervention. This guide will help you understand Default Approvals, show you how to configure them, and explore example use cases to get you started. *** ** * ** *** ## What Are Default Approvals? Default Approvals allow you to pre-define an approval process that is automatically applied when: * New items are added to a specific board. * Items are moved to particular groups within a board. This ensures that your organization maintains consistency across approval processes and reduces the need for repetitive manual setup. *** ** * ** *** ## Automations for Default Approvals Automations are key to enabling Default Approvals, but keep in mind: * **Automations are only available with Approvals Pro.** * With the Pro plan, you can set up an unlimited number of automations to suit your needs. * Automatic approvals cannot be applied to any items that have an existing Approval Process which has been started and received decisions from approvers. This is to ensure an auditable record of all approvals can be maintained. ### Available Automations Here are the custom automations we currently offer for Default Approvals: 1. **Apply an approval template to an item** Automatically attach a pre-configured approval template to items based on your setup. 2. **Start an approval process** Trigger the start of an approval process for items that meet specific criteria. ![:light_bulb_on:](https://docs.appfox.io/__attachments/a_f399f8d83aa116d3de2f0f995504cbfd63f2473e13fa6198943d9d1f038d66dd/atlassian-light_bulb_on?cb=485b9fcaee6e0d0eefa559cab514727e) *Have ideas for additional automations?* [Let us know](https://appfox.atlassian.net/servicedesk/customer/portal/3/group/5/create/35)! We're always open to feedback and new feature suggestions. *** ** * ** *** ## How to Configure Default Approvals Follow these steps to set up a Default Approval process: ### 1. Create an Approval Template Before you can configure Default Approvals, you'll need an approval template. Here's how: 1. Navigate to the **Approvals for** **monday.com** app within the **Item View**. 2. Select the **Manage Templates** button. 3. Click **Create Template** and customize your approval process. ![Artboard 1.png](https://docs.appfox.io/__attachments/a_2321eb9a16bfdee327e81ab48d0e804a05b31587dce62adfed1da0c07ffd86af/Artboard%201.png?cb=393b64a8bade031208bc0dbfe67af861) *** ** * ** *** ### 2. Set Up an Automation Once your template is ready, configure an automation to apply the template or start the process: 1. Open the board where you want to apply the Default Approval. 2. Go to the **Automations Center** and search for "Approvals". 3. Select the desired template automation, such as "When an item is created apply *the approval template*" 4. Customize the automation by selecting: * The template to apply. * (Optionally) The group you would like to set the default for, if you selected a template with a group filter. ![Artboard 1_1.png](https://docs.appfox.io/__attachments/a_cbb87ad09aa1636f76b6822b1eb86e410e0be17ec6f5a8d45478f5c060c9a834/Artboard%201_1.png?cb=11f0ca35bfdff317aefc8ed2cfdebd65) *** ** * ** *** ### 3. Test Your Workflow After setting up the automation: 1. Add or move an item to the specified group or board. 2. Verify that the Default Approval template is applied correctly. ![Artboard 1_2.png](https://docs.appfox.io/__attachments/a_3ad55831642d8112e8857606f28806adf735f5d9e9b190a9692912cc1e49f59d/Artboard%201_2.png?cb=bc726c470d3e186fd656e6208f931fef) *** ** * ** *** ## Example Use Cases ### Scenario 1: Automatic approvals for items moved to an "In review" group In a typical swim lane style board with groups such as "To do", "In progress", "In review", and "Done" you can set up a Default Approval for the "In review" group to automatically apply and start an approval process for all items in the project. ### Scenario 2: Department-Specific Approvals Use Default Approvals to assign tailored workflows to items moved to department-specific groups like "Marketing" or "Finance." ### Scenario 3: Column-based Approvals You can configure a workflow where items created in a board designed for budget approval can have different approval processes applied based on the amount of funding being requested. Items with a cost column value of under $100 may be subject to a streamlined process which can be signed off by a direct line manager, while greater amounts automatically involve the Accounts team for financial approval *** ** * ** *** ## Ready to Get Started? Default Approvals are a game-changer for streamlining your team's workflow. If you need help setting them up, check out our [full knowledge base](https://docs.appfox.io/approvals-monday-com/) or [contact our support team](https://appfox.atlassian.net/servicedesk/customer/portal/3) for assistance. Let us know how you're using Default Approvals to simplify your approval processes! 🚀 --- language: "en" --- # Create and apply pre-configured Approval templates In many companies, specific approval groups in different departments review and sign off tasks. When transitioning to online project management tools, replicating these existing approval groups is crucial to align with existing company processes. With Approval for monday.com, you can create and configure approval templates that streamline the review and approval process, ensuring consistency with existing workflows. In this guide, we will show you how to create and apply approval templates. ## Creating approval templates To start creating and customizing an approval template, navigate to Approvals and select the **document icon (A)** next under the adding a new round. ![AP a.png](https://docs.appfox.io/__attachments/a_465fbc7a4ef3b5172fc571b4510a45fd9eaf9a9708681e2c6f37724dcdb61870/AP%20a.png?cb=af58c3d604c6ebd5022828896f399058) The manage template display window will open, and you will be able to view any existing personal or account templates. Create a new template by selecting **Create Template (B)**. This will open the Approvals display window, where you can start adding your approval rounds and approvals and creating a sequential approval process. ![AP B.png](https://docs.appfox.io/__attachments/a_e11e712b047b864895f9af28d410dc60ddd2ba44885dd69aba6f1a20e39f6586/AP%20B.png?cb=54fd6ba0a4e6107bd4c1ad5fe8218c61) Start the configuration process by renaming the approval template title by clicking in the title field **'new template'** **(C)** .Once you have updated the title, click out of the field, and your changes will automatically be saved. ![AT - C.png](https://docs.appfox.io/__attachments/a_a264cb565925e27883ea72cd6d90ad66d6c0ee8cd725a9649c78b2213d3eb7a0/AT%20-%20C.png?cb=ed418726d8177877ce6a697ad7baf677) Now, you can start to add your approval rounds by selecting the **add new round (D)** field**.** ![AT - D.png](https://docs.appfox.io/__attachments/a_22ced38b22a22d0560b25ea2172a534e5355d2517fe96ab4abb44faa5d8b1712/AT%20-%20D.png?cb=d8948dfde34d74c21ef4432a07b566af) To configure the titles of approval rounds, click on the text within the approval round to edit it. This will allow you to assign specific review names, and the approval title will be updated automatically **(E)**. ![AT - E.png](https://docs.appfox.io/__attachments/a_36c2e487f7b16b87388a4d2d4b5dec17bb2bcf64d0c80d27102383b88ec349de/AT%20-%20E.png?cb=7604475fad5a606636353b938ec0dc9d) Once you have added and configured the approval rounds you need, you can start adding your reviewers or approval teams within the individual rounds. Simply open the approval round and either search for or select the individuals within the **add approver field (F).** ![AT - F.png](https://docs.appfox.io/__attachments/a_57021cc954617ad5c4286a869a80129b6875f40ea01fd361bc5e51ef36ef7f20/AT%20-%20F.png?cb=210e2bd5bd3a4b30bd69ecba2183426c) You can define the approval process by ordering your approval rounds to run sequentially. The sequential process is added automatically to each new approval round numbered by the left-hand side panel **(G)**. For instance, the screenshot below shows the approval rounds numbered from 1 to 3 to indicate their order of approval when active. ![AT - G.png](https://docs.appfox.io/__attachments/a_6f3aa236b8cd2e57e6627300ab6b85027b71f05443d7c3aa1157d7b0de409045/AT%20-%20G.png?cb=858e748644730de573f0ee64ffdca043) That's it! Once you have configured your approval template and are ready to proceed, **click save (H)**, and your approval template will be added to the manage templates display window. ![AT - H.png](https://docs.appfox.io/__attachments/a_04fd97fa1f9cce405a76fec5060ac54950e52a597a48a0117375873939469b48/AT%20-%20H.png?cb=dede0969a7cd415ee8c2a6309ffc31f5) ### Applying an approval template Adding a template to an item that needs to be sent for review takes no time and enhances your approval setup process. Begin by opening the item for review and navigating to **apply template (I**). The template pop-up will appear, listing all existing approval templates. You can search for your template either by typing its name or selecting it from the list. ![AP I.png](https://docs.appfox.io/__attachments/a_2d491bf142dfe7583ca56961bc83e86648ef41ef3530cc89eade429b5591bd92/AP%20I.png?cb=a820367337c25d900d68a52a72ab5c2e) ### **Configuring existing approval templates** If you need to customize or delete any existing approval templates by adding a new approval round or including more reviewers, simply navigate back to the**manage template** option within any item. Once the display window is open, navigate to the template for configuration and select the **pen icon (J)** located in the action section. This will open the template window allowing you to begin making your desired modifications. ![AP J.png](https://docs.appfox.io/__attachments/a_1835b076bd78d540fa841bf3a8f1b5e3c14a86327381864dfbb49be0589b8ccc/AP%20J.png?cb=ced98aae23b536d58e8b43756d6ca717) *** ** * ** *** **Need support? We're here to help**🧡 If you have any questions or would like to speak with us about Approval for monday.com, please don't hesitate to [contact our Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Features Approvals for monday.com comes packed with powerful features that enable an efficient and centralized review process for items, tasks, documents, and forms sent for approval, all in one place. This streamlined process enhances team collaboration and saves time, making it easier for teams to work together on tasks. We have compiled a comparison table below to help you choose your subscription plan and outline the key features available to help you select the one that best suits your needs. ![AFMC feature grid .png](https://docs.appfox.io/__attachments/a_1f3982a4ee1cc842a44a886e449f69c96594d729a7ee8705b04e9d76f5b191f1/AFMC%20feature%20grid%20.png?cb=2de4e4f826cbba0652e4d1995f3cd07b) In this guide, you'll learn all the core features within the Approvals app, including; ## Single-stage approvals With Approvals, you can easily set up a single-step or multi-step approval process to ensure the right people in your organization approve an item. In the example below, you can see a [single-step approval round](https://docs.appfox.io/approvals-monday-com/single-step-approval-round.md) has been added to this item, and there is one approver. Once your approvers have been added to an item, they will be notified via email and within the monday.com app that the item is awaiting their review. ![Features 1 .png](https://docs.appfox.io/__attachments/a_8e1a1c114f6f9f0676548f99b8dc04ddd6f48b91e3311c4f0ea4e44263ef2754/Features%201%20.png?cb=3cc385456ccd87e8e6fad673d1ae9ee5) The single-step approval process is likely to be the most common approval type you will use with Approvals for monday.com. However, if you require multiple steps of approval, please continue reading 😉 ## Multi-stage approval processes There may be occasions where you need multiple rounds of review and approval on an item within monday.com. You may also have specific policies or procedures in place that require you to go through rounds of approvals with different team members or subject matter experiences in your organization. Whatever the reason, Approvals for monday.com make this process super easy for you! When setting up your approval process within an item, you can easily add extra rounds of approval and add the approvers in a similar way as before. Once completed, your approval may look something like the image below. ![Features 2.png](https://docs.appfox.io/__attachments/a_660d57b8bc3e3d1a46d944cd5d3028ddbe54ae6cb511e7c272feaa91f5b83438/Features%202.png?cb=125dfaced491ba152f45e9322708cffd) ## Approval teams There may be situations where you require the same group of people to review items, and selecting them individually can be time-consuming when setting up a new approval round. Additionally, you might have established workflows where it is crucial for specific groups to review items before the final sign-off. With the integration of Monday's team's native feature, you can easily select the exact teams needed to review items using Approvals for modnay.com, which will enhance your approval setup. ![Features 3.png](https://docs.appfox.io/__attachments/a_21258bc3a5082da78592d0ebb1c97baffff1be7246693cf5ad62517d3a090ca0/Features%203.png?cb=d22483c451324d9ced0b16c2487e47ec) To get started with approval teams, be sure to check our [user guide](https://docs.appfox.io/approvals-monday-com/multi-step-approval-round.md) and start adding approval teams to your approval setup. ## Sequential multi-stage approval process Certain tasks may involve a multi-stage approval process that requires sending the task through a series of completion rounds before the final sign-off. With Approvals', you can send an item on your monday board through a structured workflow using our sequential process. ![Features 4.png](https://docs.appfox.io/__attachments/a_fb9fbbf6db50cdd50203659b557b9db10d1222a9b1bd607775c78448574d9393/Features%204.png?cb=3df54ea7bd3c092c2f15b900634d3d9d) To get started with our sequential approval process, be sure to check our [multi-step approval round user guide](https://docs.appfox.io/approvals-monday-com/multi-step-approval-round.md). ## Customizable board view for Approvals Approvals for monday.com display the current approval status with a bright, beautiful label within the individual items and your monday.com Board. ![afmc 3 .png](https://docs.appfox.io/__attachments/a_e34da494a7b4d443202c1c23d81f76de22a6a21b96b4d14661c651018dfcfc03/afmc%203%20.png?cb=644382ddf240d2bb2c58126e280170cb) If you have [customized your approval columns](https://docs.appfox.io/approvals-monday-com/viewing-and-managing-approval-progress.md), you can get an at-a-glance view of the approval statuses for every item in monday.com . This makes it much easier to track the progress of all your ongoing approvals and could save you a ton of time by not having to trawl through emails or instant messenger for updates. ## Approval templates In some organizations, it's common for teams to follow specific approval procedures involving certain individuals or teams for review and approval. However, manually setting up the approval process can become time-consuming, especially when creating separate approval rounds containing the same group of individuals. Save valuable time by using approval templates when sending items for review, and ensure consistency with existing workflows. ![approval templates .png](https://docs.appfox.io/__attachments/a_57eedcf473b14c48e88605ceb0ad4ed4c74a673d5195d44c7e43bf3e0139af21/approval%20templates%20.png?cb=431ee58a6e8160c2c1cb787a259c381d) Get started with approval templates and check out how to [create and apply pre-configured approval templates](https://docs.appfox.io/approvals-monday-com/create-and-apply-pre-configured-approval-templates.md). ## Default approvals Speed up the approval process directly from your monday.com board with Default Approvals. This feature automates your workflow by applying your configured approval template whenever a new item is added to your board or an item moves to a specific space. ![Artboard 1_1.png](https://docs.appfox.io/__attachments/a_087a2eeff58660ac57bf8ed7c215b756546869ca71b89b001e6574ff26f3f283/Artboard%201_1.png?cb=11f0ca35bfdff317aefc8ed2cfdebd65) Automate your approval process and save time by adding your configured approval templates that automatically add to new items on your board. Check out how to [configure default approvals.](https://docs.appfox.io/approvals-monday-com/configuring-default-approvals.md) ## Approval automation templates You may already be aware of the powerful automation feature in monday.com and how it can save you a ton of time and boost productivity. The great news is Approvals for monday.com also integrates with [monday.com](http://monday.com/)'s automation feature, and the app comes with a bunch of pre-configured automation templates. ![afmc 4 .png](https://docs.appfox.io/__attachments/a_92fafd8f2116ac3c811ce64876b7cdd3a8f98e1e685d3512fcf22abc1e5c09bd/afmc%204%20.png?cb=41df6d5da9668be6964c0022729d5b4a) To get started with these templates, be sure to check out our [Automation Templates user guide](https://docs.appfox.io/approvals-monday-com/using-monday-com-automations-with-approvals.md). Just remember, these templates are just a starting point, and we'd always recommend you customize these to better meet your needs. **Have feedback or suggestions?** [Let us know!](https://appfox.atlassian.net/servicedesk/customer/portal/3/group/5/create/35) We'd love to hear your feedback and make sure we are building the all-in-one review and approval tool for monday.com that you and your team truly needs. *** ** * ** *** **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](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Getting Started Welcome to Approvals for monday.com 👋 Whether this is your first time using [Approvals](https://www.appfox.io/products/approvals-monday-com/)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](http://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](https://docs.appfox.io/approvals-monday-com/installation.md) 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.](https://appfox.atlassian.net/wiki/spaces/FOX/pages/747962433/Features+draft) * Create a single or multiple approval rounds * Approval statuses onboard view * Automated emails \& notifications * A one-click option to re-request approvals * Detailed approval history tracking * Customise and create approval templates * Bulk approval application for enhanced efficiency * Automatic application of approval templates to new items added to boards * Choose the right approval teams * Structure your review workflow with a sequential approval process * The ability to set default approval workflows * 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](http://monday.com/) app, you will need to [set up the board columns](https://appfox.atlassian.net/wiki/spaces/FOX/pages/749797377/Manage+approval+progress+draft) 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](http://monday.com/). Follow [this guide](https://appfox.atlassian.net/wiki/spaces/FOX/pages/748879892/Create+a+single-step+approval+process.) 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](https://docs.appfox.io/approvals-monday-com/use-cases.md). Alternatively, look through our [User Guides](https://docs.appfox.io/approvals-monday-com/user-guide.md), 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](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Installation You will need to install Approvals for monday.com from the [App Marketplace](https://monday.com/marketplace). If you are not familiar with the Marketplace, this is a collection of hundreds of apps that add powerful functionality and features to monday.com. We'd recommend you check it out! ## monday.com**Apps Marketplace** Once you are within the [monday.com App Marketplace](https://monday.com/marketplace), search for '[Approvals](https://monday.com/marketplace/10000005)' and the app will appear where you can select the **Use App (A)** option shown below**.** **Top tip:** If you are an account admin, you can manage the installation of any third-party app within the [Administration](https://support.monday.com/hc/en-us/articles/115005321509-All-things-Admin#:~:text=a%20high%2Dlevel.-,Apps,from%20here%20if%20you%20wish.) section of monday.com under "**Apps**". ![installing.png](https://docs.appfox.io/__attachments/a_3e10fc28320a82383548e349d403d18a3e89fe31a130a6e71861c66bb7628067/installing.png?cb=0961de2595deb1b397aea6e1687a9b10) You will then be asked to select the monday.com Workspace(s) and Board(s) you would like this app to be installed on. Once you are happy with your choices, click **Add App (B),** and Approvals for [monday.com](http://monday.com/) will be installed. **Important:**Once the app is installed, you will not need to install it again if you wish to use it on a different Workspace or Board. ![install.png](https://docs.appfox.io/__attachments/a_d155f451be8b8633814e524a8a85dbfd36b416e34ba718b27d04e2f86e2a91f9/install.png?cb=c71d7056d060ddfa779d962980bdbb72) You will notice the **approval app settings (C)** display will appear after adding the app. This is here for you to configure the app and integrate approval columns to your main board. **Important:** you don't have to go through the app settings at this stage. Learn how to [configure the app settings](https://appfox.atlassian.net/wiki/spaces/FOX/pages/751370243/Approval+app+settings+draft) within the app. ![Artboard 1.png](https://docs.appfox.io/__attachments/a_1c1e84d0dcda76cb3c98fb48b9dfe72fd047826da5e01246266fa0ac3e38c8d9/Artboard%201.png?cb=f48bac5726c87279844740a5d45f499c) Once installed, you can access Approvals by clicking on any item and navigating to **'Approvals' (D)** within the byline of the display window. ![afmc d .png](https://docs.appfox.io/__attachments/a_d5c4f7d6d96c3a6b0895950e847584033002893eb06efb399772ad4a4ab3cfd1/afmc%20d%20.png?cb=15e0d6905efa895f67476b58580b6250) *** ** * ** *** **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](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Manage feedback upon approval or rejection With Approvals for [monday.com](http://monday.com/), you can easily send tasks, items or projects for approval and control at which point the approval team has to provide feedback. This guide will explain the different feedback options available when configuring your review and approval process on monday.com. ## Configure Approval Comments You can select when you want your team to leave approval feedback during the review and approval process. To do this, open any item on your Monday board and navigate to the **Approvals** tab. Next, navigate to the S**ettings (A)** optionas shown below. ![Subitem a.png](https://docs.appfox.io/__attachments/a_cab613c8f360a5c24b20f2f4d5cdddc06b5c81e4bf3252563a9cff39454a2859/Subitem%20a.png?cb=a7364c1f0fcbf74daaecd096607db261) The Approval settings will open, and you must scroll down to the **Require comments (B)** option. ![Subitem b.png](https://docs.appfox.io/__attachments/a_db5bfa8194b6087552d013e3c93930c03a140c4613132f40b101a76cb45d694a/Subitem%20b.png?cb=8a712cad26aef164d3978c731cd6f53d) There are three options you can select within the required comments field **(C)**, including: 1. **Never -**Approvers don't have the option to leave approval feedback 2. **On rejection -**Approvers can only leave approval feedback when they have rejected an item 3. **Always -**Approvers can leave approval feedback when they have approved or rejected an item ![Subitem c.png](https://docs.appfox.io/__attachments/a_8b5d3a2c96a51ffab6c99e3ee2747f5b3861a0f166d2fe0bddae0aaddfd10f72/Subitem%20c.png?cb=9f4031423c78959cc105ca17e16137c9) Once you have selected the desired configuration, this change will then be applied to all of your approvals in monday.com. ## Providing Approval Feedback If you've been asked to approve an item in [monday.com](http://monday.com/) and wish to provide approval feedback, ensure that you make your approval decision before proceeding with leaving feedback. If your approval process requires you to leave approval feedback upon approval or rejection, first select your **approval decision (D).** ![MF - D.png](https://docs.appfox.io/__attachments/a_62e1480481dce01a1eb86559b7a437db74136841cca5f46594a21922fda1e16b/MF%20-%20D.png?cb=c5e38f161fad0eb9ae95f34cfda0d588) Once you have made your approval decision, the comments section will automatically drop down as shown below **(E)**. ![MF - E.png](https://docs.appfox.io/__attachments/a_ee0988049e0288d18346ac91604a09434b4ae7eb94e62f8bcc9ba4e0f51dca91/MF%20-%20E.png?cb=18235a23792df7dcb2d80c148207e850) You can leave any approval feedback in the comment section. Once done, click the **save (F)**button to update your approval decision status and save your feedback. ![MF - F.png](https://docs.appfox.io/__attachments/a_46e8c3670edc7f2bde43a8b740da4c8048782ff4c38ede6a3ed68ba7fff76329/MF%20-%20F.png?cb=574be1808b75c112561f46ee76fd20c3) If you want to edit your approval feedback, you can go back to the approval round and click on the **comment icon (G)** next to your approval decision. ![MF - G.png](https://docs.appfox.io/__attachments/a_6590cc96d869b0379f2df0f08c4bb2ccfd2745c45e28948e1f5df7f83dd5be78/MF%20-%20G.png?cb=28a34887490b44214adb08ce69288238) *** ** * ** *** **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](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Project Status Tracking Across Distributed Teams To illustrate the efficiency of Approvals for monday.com, let's delve into a scenario where Ava, a fictional team member in a marketing agency/at a marketing agency. Ava is tasked with creating a dedicated monday.com board to monitor a new project. Ava must track and monitor various different tasks within her Monday board while adhering to her agency's review procedures. This can be challenging, especially as Ava is also managing a small team involved in the project. In this guide, we'll highlight the features Ava utilizes from Approvals for monday.com to help streamline her project process. ## Product features covered: In this use case, we'll explore the following Approvals for monday.com features: * Customizable approval statuses * Creating approval teams * Creating approval templates ## Use case To help track her project, Ava installs Approvals for Monday.com, where she can integrate the approval status and approvers columns within her main Monday board. To start the process, Ava navigates to the Approvals for [monday.com](http://monday.com/) settings within an item on her board. She then creates a new column for the**approval status and approver column (A)**. ![afmc avia 1.png](https://docs.appfox.io/__attachments/a_a0cfc8a93de74be1886293c0fdb614a47c60b578bb644271812192d2f31aea61/afmc%20avia%201.png?cb=aa05656c59485cd878e19547ac6bc61b) new screenshot needed The two columns will automatically be added to her board, where she can now customize the **column titles and status labels (B)**to align with the app's approvals workflow. **Important:** Please be aware that if you manually update the approval columns, this will not update the status within the approvals app within any item. ![PS B .png](https://docs.appfox.io/__attachments/a_a0660aff518a387638c0944f34c7c0036cbef427b84006fb5ec0d904f9eb76b6/PS%20B%20.png?cb=b59c34348cde6b10089bc7167dd20487) Ava enhances her team's efficiency by utilizing [monday.com](http://monday.com/)'s approval teams feature, allowing them to easily select the relevant **approval teams (C)**for review with Approvals for monday.com. This streamlines the approval process and ensures that designated approvers are involved in each review. ![PS- C .png](https://docs.appfox.io/__attachments/a_1f52b188c3f30ab4b11ca7085ef63616c589c26cb4dec5e281b3d9257877e7c6/PS-%20C%20.png?cb=d560b5715614a9612b39cdfd5909e480) Finally, Ava notices that her team may frequently use the same approval process involving the same group of individuals. To simplify this, she creates **approval templates (D)**that can easily be applied to any new item sent for review. ![PS D.png](https://docs.appfox.io/__attachments/a_2e873a71652ed1a548d811a86690b248d6f4f074a780aeb6f09a8d2d021a1c31/PS%20D.png?cb=1f0a73e4d524bd5cf672377effc00fe3) By creating approval templates, Ava streamlines the team's review and approval process, reducing the time spent on creating approvals. This frees up time for them to focus on other tasks that they might never get around to. *** ** * ** *** **Need support? We're here to help**🧡 If you have any questions or would like to speak with us about Approval for monday.com, please don't hesitate to [contact our Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Multi-stage Content Approval To illustrate the power of Approvals within monday.com, let's explore a fictional scenario featuring Elizabeth, a coordinator in a large events team. Elizabeth is currently crafting a proposal for an upcoming event hosted by her company, Trez Inc. To ensure the proposal's approval, she needs to implement a multi-stage process involving various teams and stages before proceeding with event planning. In the past, Elizabeth relied on email to gather approvals from all the essential individuals, leading to time-consuming processes and lengthy email chains. Approvals for monday.com, she can streamline this process by utilizing a multi-stage approval workflow. Now, Elizabeth consolidates all necessary individuals in one place, facilitating feedback gathering and securing sign-off for the initial event proposal. ## Product features used: In this use case, we'll explore the following Approvals formonday.com features: * Adding a multi-stage process * Configuring the approval rounds * Sequential approval process * Applying approval teams * Approval template ## Use case To ensure that her proposal receives the proper sign-off, Elizabeth must follow her company's existing workflows, which include sending the proposal through a multi-stage approval process. This process consists of four stages and involves three different departments. As her company primarily uses monday.com for project management, Elizabeth will be using Approvals for monday.com multi-stage process. To start the review process, Elizabeth opens Approvals' within the proposal item on her Monday board, where she will add her**approval rounds (A)** ![MA- a.png](https://docs.appfox.io/__attachments/a_19b614676ccf5395779b6172e315f91299b92609e9d8bcab8ef77bf1d92b6e2c/MA-%20a.png?cb=b14e479d79e7258e89fcec82ed96f13c) After completing her rounds, Elizabeth proceeds to**configure the** **approval phases (B)**. She does this by renaming each phase and adding the necessary individuals to each specific round. To save time adding each individual needed within one department, she leverages the process by adding the pre-existing**approval teams (B)** from her company's monday board. ![MA- b.png](https://docs.appfox.io/__attachments/a_701f74c39e4d7765baaee13924b4099a146753b8ce65edc4d5aae816c2d38158/MA-%20b.png?cb=6146fe9526b91ccb039b0f85c0ec6079) Now that Elizabeth has successfully added and configured her approval rounds, the final step is to drag and drop them into the appropriate **sequence within the approval workflow (C)**. With this in place, the proposal will progress automatically through a series of approval steps, eliminating the need for Elizabeth to advance the process at each stage manually. This ensures a seamless and efficient approval workflow without requiring her direct intervention. ![MA- c.png](https://docs.appfox.io/__attachments/a_ca8c159496fdc93e812987729bb34c96ae0fa43fedc2667c05404db38f3962f4/MA-%20c.png?cb=de4363f04e622479135d3403e8009286) Elizabeth starts the approval process, where the **first approval round will be in progress (E)** and the individuals within that round will automatically be notified of the approval request by in-app notification and by email. ![MA- d.png](https://docs.appfox.io/__attachments/a_33a6b37eef8edb2ec353daada5936af15ab7b2204e98aef07e1c0fb1bc9f9fb5/MA-%20d.png?cb=6c87afbf454737ea2bf70dd87c2cce75) Elizabeth has two more events coming up that will follow the same process of sending proposals to the same group of people involved in her multi-stage process. To simplify future proposals, she'll create an **approval template (F)**specifically designed for her proposal sign-off process. This way, she can effortlessly manage approvals for upcoming events without any hassle. ![MA- e.png](https://docs.appfox.io/__attachments/a_57e38353c66b22fd59c979e05ba14f6056f3059897bbd218ca4b4d2263787b09/MA-%20e.png?cb=28eb78a5c16bd8581f6a527d61bd0d53) *** ** * ** *** **Need support? We're here to help**🧡 If you have any questions or would like to speak with us about Approval for monday.com, please don't hesitate to [contact our Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Multi-step approval round It's very common for companies to rely on a multi-stage approval process to ensure a thorough review and approval process. A multi-stage approval will typically involve multiple rounds of approval that require approval from different groups of individuals. For instance, a marketing agency managing an advertising campaign may adopt a multi-stage approval process. With numerous moving parts within a campaign, integrating existing review workflows becomes crucial to keep tasks moving forward efficiently. While online project management tools can streamline the process, lacking a robust approval process can lead to time-consuming tasks, such as manual review requests via email. With Approvals for [monday.com](http://monday.com/), you can create and customize multi-stage approval processes tailored to your needs. This empowers you to be certain that tasks sent for review in [monday.com](http://monday.com/) are approved by the right group of individuals. In this guide, we will walk through adding a three-stage approval process to any task item placed on your Monday board. ## Adding approval rounds To start the review process, access Approvals for [monday.com](http://monday.com/) within any item on your monday board. Then, add your approval by selecting the **approval round (A)** field. This will automatically place the first approval round with the first **sequential approval process (B)**located on the left-hand side. ![MS-A.B.png](https://docs.appfox.io/__attachments/a_a9ca67b81c6468123a7c756a6628b0dc372c23cd6a4513103e9fd7c23576c732/MS-A.B.png?cb=97085ed22584f8e5a507e7c12e4ca736) Alternatively, you can add a new approval round and sequential process by hovering over the last circle in the left-hand panel of the sequential process, where a plus button will appear **(C)**. Once clicked, a new approval round and sequential process will be added below. ![MS - C.png](https://docs.appfox.io/__attachments/a_6af2432c346795f64f2ee8ab900aa658afc400c78f031192a452b716709dcd38/MS%20-%20C.png?cb=f4b0e57efd48aafbc00f686f09d37bd6) ### Customizing the approval title You will now see the approval rounds will be added to the main Approvals for [monday.com](http://monday.com/) display window, you can see this in the screenshot below. Now you can start to rename the **Approval title (D)** text 'Approval round 1' to be more specific to your review process, such as 'marketing team review.' To do this simply start typing your text changes by clicking within the approval round title. Once done, your text change will automatically be saved. ![MS - D.png](https://docs.appfox.io/__attachments/a_a6d1e8cdd5bc842b60d364be2cfcb759132fd5c168d1f2f2880e6ed983d51cf0/MS%20-%20D.png?cb=1901a1a47e9e816502dd9a1acccb60fd) ### Adding reviewers To add your reviewers, simply click on **+ add approver,** where a list of approvers will appear.Tonarrow your search, filter your reviewer's name within the **filters section.** Once you have selected your reviewer, their name will appear in the **approver section (E)** under the approval round. ![MS - E.png](https://docs.appfox.io/__attachments/a_642e199a303b1882ed3905847c4aee39b7e136dfe44ba91011d53ca795b3250a/MS%20-%20E.png?cb=2b783fea3ae57cd3bfef7a53ba3d7d96) ### Adding approval teams Alternatively, you have the option to include existing approval teams from [monday.com](http://monday.com/) in the approver's drop list. This streamlined approach will help you save time by adding the appropriate group of people for task reviews, instead of individually selecting each reviewer. Similar to adding individual reviewers, add approval teams by selecting them within the **add approver section.** Once selected, the approval team will display under your **approval round (F)** ![MS - F.png](https://docs.appfox.io/__attachments/a_84c271c4694b29ca76f287a91eb66051411fd4f23058a40dc97b25c6129a7b1d/MS%20-%20F.png?cb=40b0ac981fc78d52c0ac040a86488c91) ### **Sequential approval process** Once your rounds have been configured, you can reviewthat they are arranged correctly by viewing the sequential process numbered on the left-hand side panel. This indicates the order of the approval workflow. If you need to move specific rounds to a new approval sequence, you can do this by clicking on the dotted menu next to the approval title, where you can drag and drop the approval round within the correct approval sequence **(G).** It's important to note that if you have two or more approval rounds within one sequential process, they will simultaneously be sent for approval. ![MS - G.png](https://docs.appfox.io/__attachments/a_5aff13c9d1cdbe77c9307e53689ff45f5e635c0aab2ec3e7dd9cf26773b33c8b/MS%20-%20G.png?cb=2ea27dd834576a513371a5da3b526563) Alternatively, if you need an additional approval round within one of the approval sequences, hover over the sequential number on the left, and a**plus button** will appear**(H)**. Once clicked, the new approval round will be added to the approval sequence. ![MS - H.png](https://docs.appfox.io/__attachments/a_6466f85d3d877204efe26d86d3c66b5bdcb01b986e16cc645a59aef29f2bed86/MS%20-%20H.png?cb=7887e7a8e5b1ee0b52ae509652dca5f1) Once configured, select the **start button (I)** to start the approval process. ![MS - I.png](https://docs.appfox.io/__attachments/a_00ca52997bca3b3d05ba42e3f27d8408f98927d68a37a63263ad708956619b88/MS%20-%20I.png?cb=a593944247fe7e583af3befbbad50a97) The first approval round will begin, and the reviewers will automatically be notified of their approval request. The sequential approval process eliminates the need for you to manually start the approval rounds to the next stage, streamlining the approval journey. ![MS .png](https://docs.appfox.io/__attachments/a_835e1f90f962e3248b3dd4751774368673faf599ee50adcf3c757f49e513b6a2/MS%20.png?cb=a77ff91dea73b8390116ce0c8158ee0a) ### Monitoring approval progress You can monitor any items sent for approval on your Monday board with our visual, color-coded **approval status column and approvers column (J)**. ![MS - J.png](https://docs.appfox.io/__attachments/a_4acb187fa9b19dfb97b6fbd9db94f025f8d58b2c837eec3f21c9e3f786bfaeee/MS%20-%20J.png?cb=a294b5a941527fc4e523d444d6dfacbe) ### Deleting an approval round If you want to delete an approval round, click the edit button placed at the bottom of the approver. Then, navigate to the three-dotted menu, and once selected, the **delete round (K)**option will appear. **Important:** For audit purposes, there will not be an option to delete an approval round once it's been approved. ![MS - K.png](https://docs.appfox.io/__attachments/a_8620c95dedfa4de4b3b488fe6fe757ae6d574947eec1440ae0e3a681613a6273/MS%20-%20K.png?cb=fd5975910ac0c757dd1df497842dddd2) *** ** * ** *** **Need support? We're here to help**🧡 If you have any questions or would like to speak with us about Approvals for [monday.com](http://monday.com/), please [contact our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # News & updates --- language: "en" --- # Re-request an approval on a item Re-requesting approval after rejection is crucial to closing the approval process loop and can be helpful in many scenarios. For example, imagine you're working on a brief for a new app feature that has been rejected during the approval process. In this scenario, you would need to address the feedback, make the necessary changes to the brief, and then resubmit it for approval before proceeding with any implementation. By re-requesting the approval, you can speed up the overall process, making it easier to move your project forward quickly. Alternatively, you might want to be considered for attending an upcoming event where your initial request for approval has been declined. In this case, the re-request feature allows you to review any concerns, revise your submission, and quickly resubmit your request for reconsideration. Submitting an item for review and approval using Approvals for monday.com is simple and efficient, and you can now re-request approvals. The re-request feature enables you to restart the overall approval process on an approval round or re-request approval from a single approver. ## **Re-request an approval round** To request approval again for a specific approval round, navigate to the **edit button (A)** under the approval round. ![RE - A.png](https://docs.appfox.io/__attachments/a_89148125b95a495a54adcf9df5208006598684a7007af5def2a7ea037d332866/RE%20-%20A.png?cb=c8fff047eb049e6ab86d2e68f3046a43) Then, navigate to the **three-dotted menu** and select the**re-request round (B)**option within the drop-list. ![RE - B.png](https://docs.appfox.io/__attachments/a_3dd4e474fbd11f5e49ba2f457033c3db36fb4d87af971ae79810b79f823e4f5d/RE%20-%20B.png?cb=debc6146156f1a318367e55bba093161) Now the approval will be re-requested and the round will automatically change to **pending review (C)** and the overall approval status will change to 'in review'.Simultaneously, all the reviewers will receive an in-app and email notification of their approval request. **Important:** If reviewers did not provide an approval decision for the original approval request, they will not receive a re-request approval notification when submitted. ![RE - C.png](https://docs.appfox.io/__attachments/a_bb2a529221c25e8a57d4555bb705d988f7735622c1880b5e6f0a13b28cf48832/RE%20-%20C.png?cb=089a2257d02951fe8a00d792a430d1f2) ### Re-request approval from a single reviewer You can request approval once more from a single reviewer involved in the first approval round by hovering over the reviewer's approval decision to reveal the **re-request icon (D)**. ![RE - D.png](https://docs.appfox.io/__attachments/a_4b6e788f622383b0fbde5f9f5074ad1424c26c7eecf96d283393d878cef7a088/RE%20-%20D.png?cb=1e45c5d235338ae6cf8a79a2ad8c0314) Select the re-request icon, and the reviewer will automatically receive the approval request, along with an email and**in-app notification (E)**. If you request approval again from a single approver in a round with multiple approvers, the other approvers will not receive a notification about the re-request. ![RE - E.png](https://docs.appfox.io/__attachments/a_ca8edc11e9d1139f7623fb72790ca7c974ebd63d4675a1e3d764423b5ee6458c/RE%20-%20E.png?cb=b69ae9c36cfbd31f73ed847ca438a9a1) *** ** * ** *** **Need support? We're here to help**🧡 If you have any questions or would like to speak with us about Approval for monday.com, please don't hesitate to [contact our Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Release Notes Find out more about the features and improvements that have been released for Approvals for monday.com below. * [Approvals for monday.com - November 2024](https://docs.appfox.io/approvals-monday-com/approvals-for-monday-com-november-2024.md) * [Approvals for monday.com - October 2024](https://docs.appfox.io/approvals-monday-com/approvals-for-monday-com-october-2024.md) * [Approvals for monday.com - January 2026](https://docs.appfox.io/approvals-monday-com/approvals-for-monday-com-january-2026.md) * [Approvals for monday.com - February 2026](https://docs.appfox.io/approvals-monday-com/approvals-for-monday-com-february-2026.md) --- language: "en" --- # Send subitems for review and approval [Monday.com](http://monday.com/) is a great platform for managing various types of projects. However, as the number of project tasks grows, the main working space tends to get cluttered and disorganised due to the increasing number of items added to your Monday board. With subitems, you can efficiently manage tasks associated with a main item, reducing the need to clutter your board with additional items. For instance, suppose you're using your Monday board to manage all marketing initiatives for your team. It's important to keep the board organized and clear, so everyone can easily track the progress of each task. Some tasks may have sub-tasks, such as revamping a company website, which might include separate tasks like initial research, designing illustrations or writing text. As this task is relatively larger, it's crucial to use sub-items to organize the tasks included in the website revamp process. This way, your board stays organized, and each task is grouped together, minimizing the time spent searching for task progress updates. In this guide, we will show you how to send subitems for review and approval using Approvals for [monday.com](http://monda.com/). ## **Adding Approvals to a subitem** Open any subitem on your Monday board and navigate to the item view center by clicking the**'+' button (A)** at the top right corner of the subitem display window. ![Subitem a .png](https://docs.appfox.io/__attachments/a_e02def7cc272a07c9e16399a9548ea7c0e2e94c4eefc704bf9d2dfaaff1c754d/Subitem%20a%20.png?cb=614c22682e096ae5eeec3c8c1d64000b) Once opened, click within the **installed apps (B)** menu on the left side. Once opened, Approvals will display along with other apps installed on your board. ![Subitem b.png](https://docs.appfox.io/__attachments/a_27e9d672a76d587eb0ae3301aa17e3406f639666ff604e651df5b5209bfbf569/Subitem%20b.png?cb=1120750b710ac51667bccb97860699fd) Select **'add to item',** and Approvals will be added to your subitem **(C)**. Once you have added Approvals to your subitem, you will not need to repeat this process for existing or new subitems on your Monday board. ![Subitem c.png](https://docs.appfox.io/__attachments/a_914018b017371f33613003218710ca49c78607263e5134d5ff977ef14166de8d/Subitem%20%20c.png?cb=cc2b34b78f870049835605848224be81) ### **Approval status columns set up** Before you send any subitems for review and approval, we recommend setting up our Approval status columns. This will help streamline your approval process to monitor any subitems sent for approval. To add approval columns, navigate to the approval **settings (D)**within any subitem. ![Subitem d.png](https://docs.appfox.io/__attachments/a_78b20db96252ba2ce77559d65d0a17b43e9046595b6d9719e611c9ea01819da8/Subitem%20d.png?cb=2de962a8454a304eafcfcd80e6f43ef9) The approval settings will open. We recommend you create new columns for the**approval status and the approver's column (E)** within the settings list. ![Subitem e.png](https://docs.appfox.io/__attachments/a_d40b0f4adc7eafba8b133aa22fe9ae420b7aed0700738a1a52c96158bfb834f9/Subitem%20e.png?cb=9323012ec0ddba7fad7711fde3259dc8) Once you have selected **'create new column'** , the approval status and approver columns will be added to your main monday.com board **(F)**. ![Subitem f.png](https://docs.appfox.io/__attachments/a_0aeb4ac96c2a1b4bc6a2a2679c7ed83cd1db3d796c3a9e3b944ce5558cfb0b07/Subitem%20f.png?cb=83bc742de71a0e35634f7bfd6f65e87e) Once the approval columns have been added, you can rename their titles. Start by clicking on the column title and renaming the text to**'approval status' and 'approvers' (G).** ![Subitem g.png](https://docs.appfox.io/__attachments/a_cd27a79f6eae2f9899520a8981015df28052a9b276f85d7ae9b733350b14039d/Subitem%20g.png?cb=7ce8b11d1d98c1ef6a107f2666adecf8) Now that you have renamed the column titles, the next step is to customize the status labels, which will align with the Approvals workflow. Start by clicking on any grey statuses in the approval status column. This will open the list of the default labels. To rename the labels, click on the **pen icon (H)**. ![Subitem h.png](https://docs.appfox.io/__attachments/a_ec8cf40dd672ec1f6cd77f22b4a893553c3502f36f644b507bb4337e37e18d17/Subitem%20h.png?cb=d6c5473c5d4f6151db5c0aacfc5ea3c9) The display window will open, where you can rename the status label text. We recommend renaming the labels to the following; * Not started * Pending Review * In Review * Rejected * Approved Once you've done this, click **apply (I)**to update the status labels. ![Subitem i.png](https://docs.appfox.io/__attachments/a_9f557bb0bfa226d9f9ec9308aa7bbae74d1ab47c3597fee148f6c0f9b2ac4f59/Subitem%20i.png?cb=feedaa8ca4db81cc088aed6864a723b2) Once you've set up and added the status columns, there's no need to go through this process again for any new subitems. The approval status and approver columns will automatically apply to the new subitems. ### **Request an approval on a subitem** To start the review process, access Approvals for [monday.com](http://monday.com/) within any subitem on your monday board. Then, add your approval by selecting the **approval round (J)**field. ![SR - J.png](https://docs.appfox.io/__attachments/a_213a871739dd2c9c7e9eeac4a3429a9505ec81be679e3a3a8e8b2546237d7fd8/SR%20-%20J.png?cb=486264149d8a2d71aacf172c1d4021d3) Once the approval round is added, you can **rename the approval title (K)** to be more specific to your review by clicking the approval round text. Once configured, your changes will automatically be saved. ![SR - K.png](https://docs.appfox.io/__attachments/a_d7c071168f2e7c13ddd85982094b6b104d54de93b7742feb7774a83039b3c497/SR%20-%20K.png?cb=4b56f9bee22f5f5e4e359dd54baa51dd) Next, you can add your approvers or approval teams by using the **'+add approver' (L)**field. A drop-down box will display where you can select or search for your approvers or teams'. ![SR - L.png](https://docs.appfox.io/__attachments/a_9ee277d1e813c7fb677c08dc4f525e56af50ad37fbf6c4b20421e0ae6b39d320/SR%20-%20L.png?cb=0cf6f8d64ffc7f15686e4073acc91e25) After selecting your approvers, they will be included in the approval round. Once you have set up your approval process, click the**start button**to activate it. The approval will then automatically begin, and the status will be displayed as "pending review." ![SR - M.png](https://docs.appfox.io/__attachments/a_04588c590aff1f10d41c32a7f87622cd4bb4e6f01fbe8ffad571e1f8d68aeec0/SR%20-%20M.png?cb=f131e057a3ea9c688b9bd3b3c4b66132) *** ** * ** *** **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](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Managing Content Approvals To demonstrate the power of Approvals for [monday.com](http://monday.com/), we're going to introduce a fictional scenario that introduces our marketing assistant, Olivia, who is working in a small team. One of her main responsibilities is to write and publish a number of blogs on the company website every month. To manage the entire content writing and publication process, Olivia uses [monday.com](http://monday.com/) alongside her team. With [Approvals for monday.com](https://monday.com/marketplace/10000005), Olivia can manage the entire process from draft to publishing without leaving [monday.com](http://monday.com/). In this use case, you'll see how Approvals make Olivia's daily tasks more efficient and hassle-free. ## Product features used: In this use case, we'll explore the following Approvals for monday.com features: * Adding an approval round * Customize approval title * Automatic notifications * Approval feedback ## Use case Olivia aims to publish five articles a month on her company's website. To help monitor her progress, she uses monday.com as her main workspace. To streamline the process of sending articles for review and receiving feedback, She uses [Approvals for monday.com](https://monday.com/marketplace/10000005) as her main approval tool, which eliminates the need to use additional communication channels Olivia has submitted three blog articles for review and is sending another one for review using the Approvals for [monday.com](http://monday.com/) single approval round. To start the review process, Olivia opens Approvals' within an item on her Monday board, where she will add an**approval round (A)** ![MCA - A.png](https://docs.appfox.io/__attachments/a_daac3bd9ee8c3efdb709aad27c219cea0209f517c7efc39282da840d57a3e1c0/MCA%20-%20A.png?cb=acb7a975d0fe4f1dfa1d3fff1fd04d29) After adding the approval round, Olivia **configures the approval (B)** to rename the round title and adds her manager. ![MCA - B.png](https://docs.appfox.io/__attachments/a_6e955cbfbdf156ee8026e00781a37b7fa824517b5604f37f34c9b76acd74da3c/MCA%20-%20B.png?cb=fd3dea869fefe17f0c95da8bb4e57fbc) When Olivia starts the approval process, her line manager is automatically notified through the monday.com**in-app notification (C)** center and by email. This streamlined workflow eliminates the need for Olivia to use external communication channels to inform her manager that the article review is ready for approval. ![MCA - C.png](https://docs.appfox.io/__attachments/a_1396377cdd0210df33ebd2f73b637821dd51d1029965da2d6acc95c49ff9b55f/MCA%20-%20C.png?cb=279e326642723182452fb72f1719f58b) After reviewing Olivia's approval item, her manager rejected the article's approval and left approval feedback in the **comment section (D)** within the approval round. With all the feedback in one place, Olivia can easily gather the information and make the necessary changes to the article without having to chase down the feedback. ![MCA - D.png](https://docs.appfox.io/__attachments/a_51a5b4c15df763d3196003e97aa84063ef79730f472e087fbd588db397b942c0/MCA%20-%20D.png?cb=e2f1803f0b6f56f17dae954f7b0feaed) In a short period of time, Olivia was able to quickly set up a new approval and view approval feedback to make changes to one of her blog article's. By Olivia and her manager integrating Approvals for monday.com within their board, they were able to be efficient in completing tasks within a certain time frame. *** ** * ** *** **Need support? We're here to help**🧡 If you have any questions or would like to speak with us about Approval for monday.com, please don't hesitate to [contact our Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # 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 * Customizing the approval round * Adding your reviewers * Deleting an reviewer ## 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](http://monday.com/) within any item on your monday board. Then, add your approval by selecting the **approval round (A)**field. ![SS - A.png](https://docs.appfox.io/__attachments/a_46d329ff999c54e1e7fee76366f1076bb2a6dea6d0a54bf38cb85dce871df69e/SS%20-%20A.png?cb=91fec827894231c7163e1bb1d5d97cae) ### Customizing the approval round You will notice that the approval round has been added to the main Approvals for [monday.com](http://monday.com/) display window; this is visible in the screenshot below. Now, you can easily rename the **Approval title (B)** from 'Approval round 1' to something more specific that reflects your review process, such as 'Marketing Team Review.' To do this, type your desired changes within the approval round title. Once you finish, your text modifications will be automatically saved. ![SS - C.png](https://docs.appfox.io/__attachments/a_8d1454598d8b61169d0015496dce30447e772eece1b685edf15e69d005ed282b/SS%20-%20C.png?cb=1bb7eba75f07eb2fecf7443c54fe6bf9) ### Adding your reviewers Next, click on the**add approver section (C)** to add your reviewers to the approval round**.**A drop-down menu displays a list of individuals from your monday.com board. Select your reviewer, and the individual will appear in the approval round. ![SS - B .png](https://docs.appfox.io/__attachments/a_2810fc42da65d17aad0a83b5c3dcdbe7f1d62925835b601c5eb8583f34bf8f8e/SS%20-%20B%20.png?cb=aa6b8c5f45a58eee9ae19bf2854f054d) Now that you have added your reviewers, it's time to start the approval by selecting the **start button** . The approval will now be active, and the status will change to **pending review (D)**. Simultaneously, the reviewer will receive an in-app and email notification of their approval request. ![SS - D.png](https://docs.appfox.io/__attachments/a_8bbf12d17cf40fdbd2eec588b20cc30273b66c192d8d76be105e8ee19f3ecf60/SS%20-%20D.png?cb=1a8c008d77a08f333d6ac93e34dcc02e) ### Deleting a reviewer You can delete a reviewer from the approval round if their approval is still pending. To do this, click the **edit button (E)**to configure. ![SS - E.png](https://docs.appfox.io/__attachments/a_1d36036c26746cef4480b1bee05129f2babd76ffcd4ffb17dc5745af3911eb35/SS%20-%20E.png?cb=37789e9e45a5b06a94655b9f492b6cda) While hovering over the approver's name, right-click your mouse, and the **delete approver option (F)** will appear, allowing you to proceed with the removal. **Important:** For audit purposes, there will not be an option to delete an approval round once it's been approved. ![SS - F.png](https://docs.appfox.io/__attachments/a_ad42b61b09faeca5f50dc48cddd3e0bb9d16ff651376d5b3433d0fbcfda2773e/SS%20-%20F.png?cb=1352ff6d419a01254c193f1cfec2fee2) *** ** * ** *** **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](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Choosing between sequential or parallel approvals In many organisations, approval workflows are created to ensure tasks progress through structured steps, guaranteeing thorough review before the final approval. Imagine a scenario within a marketing team launching a new campaign. Here, various tasks need approval from different departments before starting the launch plan. This approval process is crucial, requiring collaboration among teams like marketing, design, or finance, following structured steps to gather feedback and approval. Sometimes, the method may even require simultaneous input and approval. However, managing these processes with online tools can be challenging, especially when aligning with existing approval workflows. That's where Approvals for monday.com come in. You and your team can send any item to your Monday board through parallel or sequential approval processes. This promotes streamlined collaboration, reduces bottlenecks, and ensures timely stakeholder feedback. In this guide, we'll walk you through how to send items on your Monday board through a parallel and sequential approval process. ## Pararell approval process Let's explore an example of sending an item through two approval rounds to initiate a parallel approval process. During the process, the approvers or teams will receive the approval request simultaneously, ensuring efficient and time-consuming approval. To start, navigate to Approvals within any item on your Monday board and add your first approval round by selecting the**add new round (A)** field. ![CSP - A .png](https://docs.appfox.io/__attachments/a_9219c43337f893c31610ca171ad9242d6972d445d0986f4f321c7bc6219e0101/CSP%20-%20A%20.png?cb=357ec18119d88affdec61b1fb07a2806) You can start renaming the approval round title to be more specific to your review and add your reviewers by searching for individuals or approval teams in the **add approver (B)** section. ![CSP - B.png](https://docs.appfox.io/__attachments/a_f2f8f1bdc99f10de6c4be9847a506d7122d9b183ccccaeb4ea769497721a7a0e/CSP%20-%20B.png?cb=47d0db1af7b7ccc1075c3a9b669aa922) Once you have chosen your reviewers for the initial approval round, the same setup process will be utilized for the **second approval round.** By default, your approval rounds will be incorporated into a new **approval sequence** , displayed as a numbered menu on the left-hand side **(C).** ![CSP - C.png](https://docs.appfox.io/__attachments/a_fd3f5409c0d0c00541dc64fb6b338299f21e2d41b6d9fa0c4bd78823859a0862/CSP%20-%20C.png?cb=6b017a839d8087cae65a359aa60674c4) To run both approval rounds simultaneously, simply click on the second approval round and position it within the first approval sequence **(D).** ![CSP - D.png](https://docs.appfox.io/__attachments/a_347eab34898a4713aea9081223585eba84758f0901ac1f4d7d94ae5311a6fc15/CSP%20-%20D.png?cb=aca04a6ab15fa883942a2184452d5f46) Now that both approval rounds are in place, select **start (E).** The approval rounds will be active, and the reviewers in both rounds will be notified of the approval request immediately. ![CSP - new E.png](https://docs.appfox.io/__attachments/a_c2f7b1d1c8571f1e87e3fbad76434a693c3d9dbfb064332c2260ab5533299d8e/CSP%20-%20new%20E.png?cb=9479475d33044fdc45a896d92b21f6f1) ### Sequential approval process Next, let's set up a sequential approval process, meaning each round of approval happens in a structured order. In this example, we will send an item through four approval rounds, with each round starting only after the previous round has been actioned. This saves you from manually starting each approval round and frees up more time for you and your team to focus on other tasks. Begin by clicking the 'Add New Round' button to add your approval. This action will immediately create your first approval round, along with a sequential process displayed as a numbered panel on the left side of the approval round**(F).** ![CSP - F.png](https://docs.appfox.io/__attachments/a_48f7bf7ed7b0923f1583fdace6b4b1cf8feaab6304a452cd5d71f1f91a39328a/CSP%20-%20F.png?cb=33eaabc22516c8341e1773a66049c0d7) Next, configure your approval round by renaming the approval round title to be more specific to your review. Then, select your approvers or approval teams from the **add approver section (G).** ![CSP - G.png](https://docs.appfox.io/__attachments/a_51e3d936703c75387be9389517c118df183877067b772c90eecfe71cf5033ee7/CSP%20-%20G.png?cb=2a30eacb22da5846b879590b37a70c17) Once the approval has been configured, it can begin by selecting the start button**.** This will start the first approval round, and the approval status will now show as**pending review (H)**. The reviewers will be now be notified. ![CSP - H.png](https://docs.appfox.io/__attachments/a_374e3461c6d31dedd33701047f3bc7b42f6903662ac97ceacec1e75e94ac2d08/CSP%20-%20H.png?cb=ce4aee22444c115b2698cf08ba3ca55f) *** ** * ** *** **Need support?** **We're 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](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Subscription & Billing In this section, you will learn more about the subscription and billing process for [Approvals for monday.com](https://auth.monday.com/marketplace/listing/10000005/approvals). These guides will walk you through the following: * Monthly vs annual billing cycles * Pricing plans for Approvals * How to start your free trial of Approvals for monday.com ## Monthly vs annual billing cycles There are two billing cycles available for apps in the monday.com marketplace; monthly and annual. You can choose either of these for the [Approvals for monday.com](https://auth.monday.com/marketplace/listing/10000005/approvals) app. ### Monthly billing cycle You will be charged on a monthly basis and this will be a recurring fee whilst the subscription remains active. The amount you pay each month will depend on your team size in monday.com as detailed in the **Pricing plans: Approvals for monday.com** section below. If choosing a monthly plan, please note that you cannot choose the date you are charged for the subscription. If your monthly subscription billing fails to renew after a couple of attempts, you will automatically be enrolled back in the free version of Approvals. ### Annual billing cycle The annual billing cycle allows you to pay for a full year of [Approvals for monday.com](https://auth.monday.com/marketplace/listing/10000005/approvals) in one upfront payment. This option also provides you with a slight discount on the overall cost of the Approvals app over one year. ## Pricing plans: Approvals for monday.com [Approvals for monday.com](https://auth.monday.com/marketplace/listing/10000005/approvals) uses an approval-based pricing model. This means our pricing tiers will have a limit of approvals that you can create but still have full access to the suite of approval features across all the tiers. Before choosing your Approvals subscription plan, be sure to check out all the [features and functionality](https://docs.appfox.io/approvals-monday-com/features.md) so you can make a better informed decision. ### Price plans There are four subscriptions available for [Approvals for monday.com](https://appfox.monday.com/marketplace/v2/app/listing/10000005/content?placement=redirect_public_marketplace). These plans are structured based on the number of approvals allowed within each tier, so it is important to consider this when selecting a plan. Please note that if you purchase a plan other than the unlimited option and reach your approval limit, the approvals will reset on a monthly basis. ![pricing and plans .png](https://docs.appfox.io/__attachments/a_4a8ffa64b63f862c1a2b090a8eba67eb4cbaee3e8f4f57aacb2cff3f30e88b5f/pricing%20and%20plans%20.png?cb=9b61c87e4d892c3760ee8675033145a4) All of the subscriptions are in $USD and you will be charged in the same currency. ## How to start your free trial of Approvals for monday.com If you are installing [Approvals for monday.com](https://appfox.monday.com/marketplace/v2/app/listing/10000005/content?placement=redirect_public_marketplace) for the first time, you will receive a 14-day free trial. This trial grants you access to the Unlimited Approvals pricing tier, allowing you to create multiple approvals and access all available features. You can see how long you have left in your trial by accessing any item in monday.com, clicking the **Approvals**tab, and here you will see a banner displaying the number of days remaining (see example below). ![Artboard 1.png](https://docs.appfox.io/__attachments/a_0f2ad4c29a918eda6ffe333d1b86dd18462f00762545dceceb53799503bfe9bb/Artboard%201.png?cb=c4b51dcc2b95f8b3e8f3eb72a06bfa95) For new and existing customers you can upgrade your subscription by following the steps below: 1. Guide to your installed apps on the monday.com marketplace and guide to Approvals and select **'View app'** 2. Once opened, select **'See plans**' to view our pricing and plans options 3. Select a plan for you then select **'Continue to checkout'** to complete your purchase ![Heading (2).png](https://docs.appfox.io/__attachments/a_e629fb10f6023286d5810f8590ec6d63c10d28894a1e517f1e26a1cc4e2d1b5f/Heading%20(2).png?cb=dbb1cc4421114a82eb2819d8bce93456) *** ** * ** *** **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](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Use Cases Approvals for monday.com has been built to transform the review and approval process for **everyone**in monday.com. It has not been designed to cater for specific teams or departments, and therefore caters to a broad range of use cases and needs. In this guide, we'll cover some of Approvals for monday.com's core use cases: * [Managing Content Approvals](https://docs.appfox.io/approvals-monday-com/simple-content-approval.md) * [Multi-stage Content Approval](https://docs.appfox.io/approvals-monday-com/multi-stage-content-approval.md) * [Candidate Screening and Approval in Recruitment](https://docs.appfox.io/approvals-monday-com/candidate-screening-and-approval-in-recruitment.md) * [Budgetary and Invoicing Sign Offs](https://docs.appfox.io/approvals-monday-com/budgetary-and-invoicing-sign-offs.md) * [Project Status Tracking Across Distributed Teams](https://docs.appfox.io/approvals-monday-com/managing-approvals-across-a-team.md) *** ** * ** *** **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 [get in touch with our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # User Guide In this section, you'll learn more about the key features in Approvals for monday.com and how to setup the app in the right way. Please select from one of the options below to get started: * [Request an approval on an item](https://docs.appfox.io/approvals-monday-com/add-approvals-to-items.md) * [Create and apply pre-configured Approval templates](https://docs.appfox.io/approvals-monday-com/create-and-apply-pre-configured-approval-templates.md) * [Re-request an approval on a item](https://docs.appfox.io/approvals-monday-com/re-request-an-approval-on-an-item.md) * [Send subitems for review and approval](https://docs.appfox.io/approvals-monday-com/send-subitems-for-review-and-approval.md) * [Choosing between sequential or parallel approvals](https://docs.appfox.io/approvals-monday-com/structure-your-approval-process-sequential-or-para.md) * [Approval Teams](https://docs.appfox.io/approvals-monday-com/adding-approval-teams-to-a-single-stage-approval-r.md) * [Tracking approval progress on your monday.com board](https://docs.appfox.io/approvals-monday-com/viewing-and-managing-approval-progress.md) * [Viewing Approval History](https://docs.appfox.io/approvals-monday-com/viewing-approval-history.md) * [Manage feedback upon approval or rejection](https://docs.appfox.io/approvals-monday-com/manage-feedback-upon-approval-or-rejection.md) * [Apply Approval Templates](https://docs.appfox.io/approvals-monday-com/apply-approval-templates.md) * [Configuring Default Approvals](https://docs.appfox.io/approvals-monday-com/configuring-default-approvals.md) * [Using monday.com automations with Approvals](https://docs.appfox.io/approvals-monday-com/using-monday-com-automations-with-approvals.md) * [Configuration Settings](https://docs.appfox.io/approvals-monday-com/configuration-settings.md) *** ** * ** *** **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 [get in touch with our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Using monday.com automations with Approvals Automations in monday.com save teams valuable time by automating repetitive tasks, allowing for more productive work. When combined with Approvals, project management is elevated. If your team spends too much time manually customizing actions in monday.com, automation is the solution. By automating specific actions on your board, project management and team collaboration are streamlined. With so many automations availble, selecting the right one for your team can be overwhelming. To simplify this process, Approvals for [monday.com](http://monday.com/) offers ready-to-use automation templates. In this guide, we'll demonstrate how to implement automation to move items to another board once they're approved. ## Adding automation template To add the approval automation, navigate to **integrations** that you can find on your monday.com board. Once the display window has opened, scroll to featured apps where you find**approval automations (A)**under the app options. ![at a .png](https://docs.appfox.io/__attachments/a_3166f0668a583f37c8e564af2e4f90280e295bc63ab2d6e5109f9ce019b4d411/at%20a%20.png?cb=304a33c602877b4352f77e4af6abab17) 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)**. ![at b .png](https://docs.appfox.io/__attachments/a_0db5e86725fe5d665e8f6917de79ef95adf34e43028f95658bd0bbc9dcda1e6d/at%20b%20.png?cb=a633ff235bc15fe39ce414d3e0a09b9b) 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).** ![at c .png](https://docs.appfox.io/__attachments/a_c874826f7e0fcdb80eed3fc773d8dc8f11510e068b2c7d48c7420390fe319dd4/at%20c%20.png?cb=db7b1ef6b69ce0d4a5a26ab42a2c25e8) 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. ![at d .png](https://docs.appfox.io/__attachments/a_93c68510c9bc0d8133888dbc3c4a6cef73fcb8648080846d8d9014f9ab6df866/at%20d%20.png?cb=33fef50f9503af38b52804be007fa601) Once the automation is active, any item that has been approved will move to the completed activities**group (E)** within the board. ![at e .png](https://docs.appfox.io/__attachments/a_9ab4d66fd7a517cf6d5f537620021fb0c2dd118fc8c1b39b2ed6749471482dac/at%20e%20.png?cb=a81589c76489e3c967f3b039fc7d9232) *** ** * ** *** **Need support? We're here to help**🧡 If you have any questions or would like to speak with us about Approval for monday.com, please don't hesitate to [contact our Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Tracking approval progress on your monday.com board Managing multiple approvals on a daily basis can be a daunting task for teams, especially monitoring the status through different communication tools. While it is manageable when approving a single round of approval, it can become overwhelming when dealing with a multi-stage approval process. For instance, imagine you are a member of a design team that is tasked with revamping a website for a client. As part of this job, there are various tasks that need to be completed and reviewed by team members. It would be helpful to have a centralized location where you can easily monitor the progress of each task. This would save you time that would otherwise be spent chasing team members for updates through lengthy email chains. With Approval for monday.com, you can easily monitor all the items that have been sent for review directly from your monday.com board. In this guide, we will show you how to add approvals status and approvers columns to your main monday.com board. ## Adding approval columns To add approval columns, navigate to the approval **settings (A)**within any item. ![approval c a .png](https://docs.appfox.io/__attachments/a_58e9d1ab69dfbc3f94be2353ca961bf6dd8a51db1bb9c36cd36a0b118137f2c8/approval%20c%20a%20.png?cb=c4dd95323f267086da55bf467309ab25) The approval settings will open, we recommend you create new columns for the**approval status and the approvers column (B)** within the settings list. ![mac b.png](https://docs.appfox.io/__attachments/a_8062e3bd6800892a13474772a1e14ea5b8046bbc2177cd5df2205b85eb9ea6cc/mac%20%20b.png?cb=3be0dfa7e2b14d79b018d32d536f77a7) Once you have selected 'create new column' the approval status and approver columns will be added to your main monday.com board **(C)**. ![ma c .png](https://docs.appfox.io/__attachments/a_71963eb72153d736e76253f9231d6ef06ace19f9b8e19bec719eb67b5131470c/ma%20c%20.png?cb=2abf89cc95b9c03cba1f58a48e16bc60) ### Customize the approval columns #### Rename the column title Once the approval columns have been added, you can go ahead and rename the title of the columns. Start by clicking on the column title and rename the text to**'approval status' and 'approvers' (D).** ![ma d .png](https://docs.appfox.io/__attachments/a_b2ad4c5758d7261b9835836972226a8b3576b368719a25c527c89fc3b94c28a6/ma%20d%20.png?cb=f413ebd43e6bf235341e227752a50147) #### **Rename the status labels** Now that you have renamed the column titles, the next step is to customize the status labels as this will align with the approvals workflow. The first step will be to click on any one of the **grey statuses** on the approval status column. This will open the list of the default labels. Guide to the **pen icon (E)**, to rename the labels. ![ma e .png](https://docs.appfox.io/__attachments/a_52e7d4291854795f540d6b2f1a853bf651b7cf0c7a9657ee2623549923667a74/ma%20e%20.png?cb=13c3af9c4245196268ee46ee2a7a8b8d) The display window will open, where you can start to rename the**status label text** . We recommend renaming the labels to 'in review', 'pending review', 'approved',and 'rejected.' Once done, click **apply (F)**to update the labels. ![ma f .png](https://docs.appfox.io/__attachments/a_7b703de32504d444724dfc4a0eb53d7147ef240f11694d2fabaf61a84e358e41/ma%20f%20.png?cb=e6e4d47f8bb63ab75cb3f14e4eaf6267) ### Monitor approval progress Now that your **approval columns (G)** have been added and the status labels have been renamed. You can now easily monitor all approvals that have been added to any item straight from your main board. ![ma g .png](https://docs.appfox.io/__attachments/a_c361449d8facb42f50ad5f286c8620fb8c109881904753ad1b3fb74d49ffe2c2/ma%20g%20.png?cb=47df70e6ca51eab4abffebe45b68dab2) *** ** * ** *** **Need support? We're here to help**🧡 If you have any questions or would like to speak with us about Approval for monday.com, please don't hesitate to [contact our Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Viewing Approval History The ability to view the history of an approval workflow is essential, as it allows teams to seamlessly track progress, understand project developments, maintain a clear audit trail, and ensure accountability for more efficient decision-making. Imagine a scenario where an employee requests a promotion that requires approval from their supervisor, department head, and HR director. The HR manager drafts the proposal and sends it to the relevant stakeholders. If a delay occurs, the HR manager can quickly view the approval history to identify the hold-up and review feedback. The HR manager can then make necessary changes and re-submit the proposal, allowing stakeholders to view the approval history. The feature ensures transparency and a smoother decision-making process. Submitting an item for review and approval using [Approvals for monday.com](https://monday.com/marketplace/listing/10000005/approvals-for-mondaycom)is simple and efficient. During its lifecycle, approval decisions can be changed or requested, and our**approval history feature** helps view the history of an approval workflow. In this guide, we will demonstrate how to view an item's approval history from both a reviewer and non-reviewer perspective. ## Viewing approval history as a non-reviewer If you were not involved in an item's approval, you can still view the approval history of any approvers by clicking the**history** **button (A)** on the approval row. The **history button** will only appear if the approval has a history with comments and approval decisions. ![VA - A.png](https://docs.appfox.io/__attachments/a_82a925ea078dceca94258b5494fdd17d8742882b4022258efc987f505ad16786/VA%20-%20A.png?cb=09bada5a3c9e053b86154f73e1791d3e) A drop-down menu will appear, listing the approval decisions and comments on the approval **(B)**. ![VA - B.png](https://docs.appfox.io/__attachments/a_c7f2566b229de575e8aa51892d1b1d9fce3dfdf7594a148b96037e91504f3118/VA%20-%20B.png?cb=d42a2630c11d57d9afdd808f342217a7) ### Viewing approval history as a reviewer To review the approval history of an approval you were involved in, click the **comment button (C)** next to the approval decision. ![VA - C.png](https://docs.appfox.io/__attachments/a_ab79efe9271fa8da94fd81c329c4338ec3d536c684b7cc978efb8767fb0829d9/VA%20-%20C.png?cb=f7255ef8ef42fefaece500ee95854485) Within the drop menu, click the '**See history' button (D)** in the bottom left of the comment box. The **history button** will only appear if the approval has a history with comments and approval decisions. ![VA - D.png](https://docs.appfox.io/__attachments/a_f3575908720aa93c6293cc0ae09145d13cd5182af5704af82bc02756ead45f8e/VA%20-%20D.png?cb=82e3bdf1efb7c6487bc96ce09990533f) The **approval history (E)** will be displayed below the comment section, presenting the prior approval decisions and comments. ![VA - E.png](https://docs.appfox.io/__attachments/a_1fe1ce6bce51a6f79d5c8d34a11efac13b0e8f92e884ffef77cff79696e3dd70/VA%20-%20E.png?cb=4ae8e3b78e2fb44cbb0a577d75e6a1c4) *** ** * ** *** **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 don't hesitate to [contact our Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Workflows for Miro ## Workflows for Miro Getting Started Installation Subscription \& Billing Features User Guide Applying a workflow to a board Attaching a workflow to a frame Configuring an approval U... ### Documentation * #### [Getting Started](https://docs.appfox.io/workflows-for-miro/getting-started.md) Welcome to Workflows for Miro 👋 Whether this is your first time using Workflows or you want a quick refresher, this guide will cover everything you need to kn... * #### [Features](https://docs.appfox.io/workflows-for-miro/features.md) The foundation of Workflows for Miro is the ability to apply workflows to a board. This lets you track the progress of boards and facilitate approvals of them.... * #### [User Guide](https://docs.appfox.io/workflows-for-miro/user-guide.md) In this section, you'll learn more about the key features in Workflows for Miro and how to use them. Please select from one of the sections below to get starte... * #### [Release Notes](https://docs.appfox.io/workflows-for-miro/release-notes.md) Find out more about the features and improvements that have been released for Workflows for Miro below. Workflows for Miro - February 2025 --- language: "en" --- # Applying a workflow to a board The functionality of Workflows for Miro revolves around having workflows on boards. But first you need to apply one to your board! To do this you can follow these simple steps: 1. Open Miro and navigate to the board you wish to apply a workflow to. 2. Using the toolbar on the left, open the Workflows for Miro app. This requires you to have the [app installed](https://docs.appfox.io/workflows-for-miro/installation.md) in the relevant team. 3. Click the 'Add Workflow' button to begin the process. ![Screenshot 2025-02-26 at 12.44.39.png](https://docs.appfox.io/__attachments/a_e86f59fe1c543629c9f409b751c7bc64557a8db9097010e8057d90be5b6bb76f/Screenshot%202025-02-26%20at%2012.44.39.png?cb=3e38105c24ab9bde69b02668d9baef6c) 4. If you don't have enough credits on your plan, contact your administrator or see how subscriptions work [here](https://docs.appfox.io/workflows-for-miro/subscription-billing.md). 5. Otherwise you will see a list of workflows to choose from as shown below. ![Screenshot 2025-02-26 at 12.46.24.png](https://docs.appfox.io/__attachments/a_51ec0c67d7eb4340cc77a6e21147c174a71593e99b42f7fc24f298526f76bbef/Screenshot%202025-02-26%20at%2012.46.24.png?cb=22894646d51714b399c21f501ee9c8df) 6. Select a workflow from the list, choose whether to add the workflow to the whole board or a specific frame, and then click 'Next'. You can view the workflow steps by selecting a workflow and clicking 'View'. 7. This will open a modal allowing you to configure the workflow and confirm to apply it. You will always be asked to choose which board roles can transition the workflow. For approval workflows, this is where you will [configure the approvals](https://docs.appfox.io/workflows-for-miro/configuring-an-approval.md). ![Screenshot 2025-02-26 at 12.47.42.png](https://docs.appfox.io/__attachments/a_051af8f9f1f2cda6fdf88ba4affaff04550ce1bfa4989ed6c47bbf0896fcf95c/Screenshot%202025-02-26%20at%2012.47.42.png?cb=ee02aa0d1d5f26ebc5dec157bf146714) 8. Confirming at this point will consume one credit (unless you are on the unlimited plan) and apply the workflow to the board. 9. Done, the workflow is applied! ![Screenshot 2025-02-26 at 12.49.11.png](https://docs.appfox.io/__attachments/a_3e294177d844dabefc2f4508a63c94b5e8866362b6076feb21263fa3c530a49d/Screenshot%202025-02-26%20at%2012.49.11.png?cb=caf1dd9667de59bf79e9016b84d7d178) *** ** * ** *** **Need support? We're here to help**🧡 If you have any questions or would like to speak with us about Workflows for Miro, please [contact our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Attaching a workflow to a frame Within Miro, frames are a way to group and present content on your boards. This includes the ability to title frames, thus giving a name to a group of content. To learn more about frames see the Miro documentation [here](https://help.miro.com/hc/en-us/articles/360018261813-Frames). With Workflows for Miro, frames are now also a way to apply a workflow to specific content on your board. 1. Open Miro and navigate to the board you wish to apply a workflow to. 2. If you don't already have a frame, use the Miro toolbar to add one and place the desired content within it. Optionally add a title to the frame which will be used to help identify the content and workflow. ![Screenshot 2025-02-26 at 17.48.58.png](https://docs.appfox.io/__attachments/a_af908c42dcf41120eb1b19af1bfb6f8f26b9ffc50ffa31da0fbc4c99bcb403ab/Screenshot%202025-02-26%20at%2017.48.58.png?cb=5fd910f663eebaf864b831c8fe864369) ![Screenshot 2025-02-26 at 17.50.24.png](https://docs.appfox.io/__attachments/a_ca98e554bc7a6e6ce65576f9cb7eb5de4a74a662831a4daf283d121a217a13fb/Screenshot%202025-02-26%20at%2017.50.24.png?cb=99e873ae723608c4b573d2f4c1775a03) 3. Using the toolbar on the left, open the Workflows for Miro app. This requires you to have the [app installed](https://docs.appfox.io/workflows-for-miro/installation.md) in the relevant team. 4. Click the 'Add Workflow' button to begin the process. ![Screenshot 2025-02-26 at 12.44.39.png](https://docs.appfox.io/__attachments/a_66262f063b9981b71574c3cca63f8d07a0faad4309d4b6d4a27b108d36d711a9/Screenshot%202025-02-26%20at%2012.44.39.png?cb=3e38105c24ab9bde69b02668d9baef6c) 5. If you don't have enough credits on your plan, contact your administrator or see how subscriptions work [here](https://docs.appfox.io/workflows-for-miro/subscription-billing.md). 6. Otherwise you will see a list of workflows to choose from. 7. Select a workflow from the list. 8. Select the frame on the board or use the dropdown list to choose it by its title then click next. ![Screenshot 2025-02-26 at 18.03.47.png](https://docs.appfox.io/__attachments/a_b69973d88ba1439ea67ef80e4dc59b1d56b71288fb4a21aca95003a6b819f48f/Screenshot%202025-02-26%20at%2018.03.47.png?cb=8f9dce5a8e3eb578a00a1d6cb34fa986) 9. This will open a modal allowing you to configure the workflow and confirm to apply it. You will always be asked to choose which board roles can transition the workflow. For approval workflows, this is where you will [configure the approvals](https://docs.appfox.io/workflows-for-miro/configuring-an-approval.md). ![Screenshot 2025-02-26 at 18.04.21.png](https://docs.appfox.io/__attachments/a_c7ccb33403261ac29d9fef785b3de5819b8ca7ace2ed0f1cfcfbeff1563feac1/Screenshot%202025-02-26%20at%2018.04.21.png?cb=8672e96c9e088d0db58845c9613462c1) 10. Confirming at this point will consume one credit (unless you are on the unlimited plan) and apply the workflow to the board. 11. Done, the workflow is applied! Unless you unchecked the option, an app card will also be added to your board. It is suggested to place this near the relevant frame. ![Screenshot 2025-02-26 at 18.05.28.png](/__attachments/a_c54686e02d0797f0aee12e2773f81284e84a2795a6988171ccd20cd900a4ee65/Screenshot%202025-02-26%20at%2018.05.28.png?cb=5a507d30f637ee5ea252f4c3c7cd516a) *** ** * ** *** **Need support? We're here to help**🧡 If you have any questions or would like to speak with us about Workflows for Miro, please [contact our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Configuring an approval Approval workflows let you request and track approvals on a Miro board. You can learn about applying workflows [here](https://docs.appfox.io/workflows-for-miro/applying-a-workflow-to-a-board.md). When you choose to apply an approval workflow you will be able to configure the approval stage(s) in the confirmation modal. For each approval stage you have two items to configure: * **The list of approvers** - These users will be notified via email when the workflow enters this step. At that point, when they view the workflow, they will have the option to approve or reject it and include a comment. Learn more about [how approvals work](https://docs.appfox.io/workflows-for-miro/using-an-approval.md). * **Amount of approvals required** - Either 'All' or a specific number. When an approval stage receives this number of approvals the workflow will transition to the next step. If the approval stage receives rejections such that it could no longer reach the desired amount of approvals the workflow will transition to a previous status denoted by the red line. If 'All' is selected, any rejections will reject the stage. If some desired users are missing from the list of options to be approvers, ensure the board is [directly shared with them](https://help.miro.com/hc/en-us/articles/360017730813-Sharing-boards-and-inviting-collaborators). While sharing the board with a group allows members of that group to use the app, they can only be an approver if they have explicit access to the board. ![Screenshot 2024-12-20 at 14.22.12.png](https://docs.appfox.io/__attachments/a_e14e4edd3a424c79b7798d89e350c3fe1867724e2584c71d02109d7a9a5b3c42/Screenshot%202024-12-20%20at%2014.22.12.png?cb=903abe690b96056c81c1fbdf37041996) Note that you cannot currently change the approval configuration once a workflow is applied. To do so you must remove the workflow and apply a new one. *** ** * ** *** **Need support? We're here to help**🧡 If you have any questions or would like to speak with us about Workflows for Miro, please [contact our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Features The foundation of Workflows for Miro is the ability to apply workflows to a board. This lets you track the progress of boards and facilitate approvals of them. You can also apply workflows to frames within a board, tracking the progress and approvals of sections of the board. ![Screenshot 2025-02-25 at 17.28.47.png](https://docs.appfox.io/__attachments/a_37ddbc25aeb8a1ecffe6e8a0c9d663d2531a32464f2dcbfeef150c1265283238/Screenshot%202025-02-25%20at%2017.28.47.png?cb=5f35d0be83cd003e2a59a2f23ecf9d27) ## Simple Workflow The 'Simple Workflow' allows you to track the status of a board. It includes the 'To Do', 'In Progress', and 'Done' statuses, allowing transitioning of the workflow in that order. ## Approvals The 'Simple Approval Workflow' lets you track progress of a board as well as accepting approvals on it. It includes the 'To Do', 'In Progress', 'In Review', and 'Done' statuses, allowing transitions in that order. The In Review status acts as an approval stage. You can configure the approval when adding the workflow to a board. This is when you choose who can approve the workflow and setting the number of approvals which are required to progress. While in the In Review status, when the required amount of approvals have been made, the workflow will proceed to Done concluding the workflow. If the stage receives too many rejections so that the required amount of approvals can no longer be met, then the workflow will be rejected, sending it back to In Progress. From there it can be sent for review again to seek new approvals after you've made any changes to the board. ## Two-stage approval The 'Two Stage Approval Workflow' lets you get two separate approvals for a board. It gives you the 'To Do', 'In Progress', 'First Review', 'Second Review', and 'Done' statuses, transitioning in that order. These approval stages behave the same as the Simple Approval Workflow, with both of them returning the workflow to In Progress upon rejection. Each of the two stages can be configured separately upon adding the workflow. This lets you have a different list of approvers and even a different number of required approvals for each step. ## Workflow History Workflows keeps a history of workflows applied to a board and events that happened within them. This is accessible via the 'History' button within the app. From here you can see the transitions that have occurred and details about them. It distinguishes between approvals/rejections and simple transitions, with the author for approval/rejection events being the last approval decision which caused the outcome. But in the case of approvals, you can also see the number of approvals and inspect the decisions and comments. Accessing the history from a global workflow will show the history for global workflows. Looking at the history for the workflow on a frame will show all workflow history for that frame only. ![Screenshot 2025-02-26 at 12.19.35.png](https://docs.appfox.io/__attachments/a_303ce9d8e464069441d44a17a3a0c885c81dd2839fe578a8f581a1f8a178e6b0/Screenshot%202025-02-26%20at%2012.19.35.png?cb=0c2d1ef00f2c98f33fed22eef0eb2a2d) ## App Card An app card is a small item you can add to a Miro board which is connected to an app. The Workflows for Miro app card shows a mini view of the workflow status, including approval details for an approval stage. This lets you easily see the workflow status without opening the main app panel. To add the Workflows app card use the 'Add Workflow App Card' button within the app panel. Then you can position it anywhere on your board for easy viewing. You can add an app card for each workflow on your board. This means you can have a glance view of workflow status near the relevant items on your board. ![Screenshot 2025-02-26 at 12.25.37.png](https://docs.appfox.io/__attachments/a_421844200938fc061f6033af1710c6aec698c758e3cb02175d2f538ad7bd9f59/Screenshot%202025-02-26%20at%2012.25.37.png?cb=5d5d3c14f46ca05ae0d133db02287b74) Interacting with the app card will open a modal version of the app, allowing easier access than the Miro app toolbar. This modal view allows basic interaction with the workflow. To add, configure, or remove a workflow, you will still need to use the main app panel. If some users are viewers or commenters on your board, it is strongly advised to add at least one app card to your board. This is because Miro hides the toolbar from such users, meaning they cannot access the app panel and instead must rely on the app card modal. ## Configure permissions To apply a workflow to a board, you must be at least an editor on the board. However, when applying a workflow you get to choose who is able to transition the workflow. You can also change this setting later by choosing to 'Configure Workflow'. You can allow viewers and commenters to transition a workflow in this way. However, such users are not presented with the app toolbar by Miro. To allow these users to interact with the workflow you can add an app card to the board. This shows a glance view of the workflow status and interacting with it will open the modal view of the app, which is accessible to viewers and commenters. Separate from this setting, approval workflows let you configure the approvers for each stage. This means that even users who don't have permission to transition the workflow could be chosen as approvers, allowing you to customise the behaviour for your organisation. *** ** * ** *** **Need support? We're here to help**🧡 If you have any questions or would like to speak with us about Workflows for Miro, please [contact our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Getting Started Welcome to Workflows for Miro 👋 Whether this is your first time using Workflows 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 Workflows for Miro Workflows helps you transform your organisations review and approval process without having to leave Miro. It empowers you to use workflows on your Miro boards and configure approvals as part of them. With Workflows for Miro, you can choose between a single-stage or two-stage approval process for your board and customise the approval stages so it works for your needs. ## Installing Workflows Before using workflows on your boards, you need to ensure the app is installed first. Follow this [quick installation guide](https://docs.appfox.io/workflows-for-miro/installation.md) to get up and running in a flash. ## Key features Explore the key features of Workflows for Miro with our f[eatures guide](https://docs.appfox.io/workflows-for-miro/features.md). Our [user guide](https://docs.appfox.io/workflows-for-miro/user-guide.md) explores how to use the app. You can see the highlights here: * [Applying a workflow to a board](https://docs.appfox.io/workflows-for-miro/applying-a-workflow-to-a-board.md) * [Attaching a workflow to a frame](https://docs.appfox.io/workflows-for-miro/attaching-a-workflow-to-a-frame.md) * [Configuring an approval](https://docs.appfox.io/workflows-for-miro/configuring-an-approval.md) * [Using an approval](https://docs.appfox.io/workflows-for-miro/using-an-approval.md) * [Managing your license](https://docs.appfox.io/workflows-for-miro/managing-your-license.md) *** ** * ** *** **Need support? We're here to help**🧡 If you have any questions or would like to speak with us about Workflows for Miro, please [contact our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). --- language: "en" --- # Installation You will need to install Workflows for Miro from the [Miro Marketplace](https://miro.com/marketplace/). If you are not familiar with the Marketplace, this is a collection of apps available for Miro and which add powerful functionality. ## Miro Marketplace Once you are within the [Miro App Marketplace](https://miro.com/marketplace/), search for 'Workflows' and the app will appear. Select 'Workflows for Miro' and click 'Connect' which will begin the installation flow. From here, select the team you wish to install the app in. Billing is done per organisation, but installation of the app is done per team. If you are a team or company admin and wish to install the app at the team or organisation level, see instructions on how to do so [here](https://help.miro.com/hc/en-us/articles/4404659741458-App-management). *** ** * ** *** **Need support? We're here to help**🧡 If you have any questions or would like to speak with us about Workflows for Miro, please [contact our Customer Support team](https://appfox.atlassian.net/servicedesk/customer/portal/3). [Next Page](https://docs.appfox.io/llms-full.txt/1)