Creating and Using Approval Teams

Approval Teams are a great way to save time in the approval setup process and also bring consistency to how Trello cards are reviewed and approved. They are easy to setup and you can configure them at any time to add or remove any individuals from an Approval Team.

Let’s take a look at how to create, add and edit Approval Teams below.

Note: You will need to upgrade to the Pro version of Approvals for Trello to access this feature.

Creating an Approval Team

To create an Approval team, follow the steps below:

• Click into Approvals for Trello on the navigation menu

• Click “Edit Power-Up settings” to enter the configuration settings

• On this screen , click the “+” to open the set up window

• Enter the name and description for your approval team

• Add the reviewers to the team and set the minimum number of approvals required

• Note: you can also set up automation here so that the Trello Cards automatically move to specific lists based on their approved or rejected status.

Applying an Approval Teams

• Open the Trello Card you want approved by the Approval Team

• Click “Approvals” in the right hand menu within the Trello Card

• Press the “+” to add an approval

• On this next window you will see a list of the Approval Teams you have created (see example below)

Editing Approval Teams

You can easily edit your Approval Teams by follow the steps below:

• Click into Approvals for Trello (from the Trello Board)

• Press “Edit Power-Up settings”

• Open the Approval Team you would like to edit

• Add / Remove Users to this Approval Team

• Click Save

Want to see new features and improvements added to Approvals for Trello? Let us know! 🙂 We’d love to hear from you.