Request and give approvals

An approval workflow is an ordered list of sign-offs a project needs before it goes out. Each step has a name and, optionally, a specific approver.

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Set up the steps#

1. Open the project and scroll to Approval workflow
2. Type a step name, for example “Legal review”
3. Choose an approver, or leave Any approver
4. Choose Add step

   Repeat for each sign-off, in order.

5. Choose Save

   Approvals open for sign-off once the project is saved.

Approve or ask for changes#

1. Open the project when it is your turn

   The panel says, for example, “Step 2 of 3, waiting on Sam”. You are notified in the bell and Activity.

2. Choose Approve & go to next step

   On the final step the button says Approve (final step).

3. Or choose Request changes

   The assignee is told. Once they have made changes, anyone with permission can Reset approvals to start again.