Approval

With Approval, you can send specific tasks to supervisors or stakeholders for their input and approval. This can create a streamline workflow to ensure everyone’s aligned before proceeding.

The Approval feature is only available in Premium and Enterprise plan. More information can be found at our Pricing page.

Send an approval request

To request approval for a task, follow these steps: Open the detail panel of the task that requires approval. Click on the More Options icon in the upper right corner. Select Send approval request.

You can also right click on the task that requires approval and select Send approval request in the context menu.

Note: If the “Send approval request” option is unavailable to you, please check with your project admins regarding your permissions to send approval requests or approve tasks.

After the approval request has been sent, what you see may vary based on your approval permissions in the project.

If you have permission to approve the task, three buttons — Approve, Request changes, and Reject — will appear in the detail panel for you to take action.

If you don’t have permission to approve the task, an Awaiting approval badge will appear, confirming that the approval request was sent successfully.

Approving a task

When received a request for task approval, there are three options for you to choose from Approve, Request changes, and Reject.

Once the task is approved, an approved badge will appear in the detail panel. To cancel the approval, hover over the badge for the Cancel button to appear.

If you request changes for the task approval, you can leave a comment and provide more information on what changes need to be made for the task.

The comment will appear in the task’s detail panel.

Once the change has been requested, a request change badge will appear in the detail panel. To cancel the request, hover over the badge for the Cancel button to appear.

If you reject the approval, you can leave a comment and provide feedback on the reasons for the rejection.

The comment will appear in the task’s detail panel.

Once the approval has been rejected, a rejected badge will appear in the detail panel. To cancel the rejection, hover over the badge for the Cancel button to appear.

Identify tasks with an approval request

Tasks with an approval request will be indicated by dotted circle icons, green check marks, red crosses, or yellow circular arrows on the right side of the main panel in the List view.

You can also use the filter bar to display tasks that require approval, request changes, or have already been approved or rejected.

Edit members’ permissions for approving tasks

The permissions for who can approve a task and who can request approval can be customized.

Note: Only project admins have the permissions to add or edit approval categories, including managing members’ permissions to approve tasks or send approval requests.

To change the member permissions for approving tasks or requesting approvals, click on the dropdown menu icon next to the project name and select Options. From the left menu, select Approvals and then hover over a category and click the pen icon.

There are three options for setting permissions for requesters and approvers: Any members, Admins only, or Selected members.

Note: When setting the requester’s or approvers’ permission to Any members, it grants permission to all project members, including the external team members.

Create different approval categories

Creating different approval categories is only available in the Enterprise plan. More information can be found at our Pricing page.

You can create different approval categories for various stages or purposes in your project. For example, you might have one approval category for approving designs and another for finalizing marketing campaigns.

Note: Only project admins have the permissions to add or edit approval categories.

To add a new approval category, click on the dropdown menu icon next to the project name and select Options. From the left menu, select Approvals and then click Add a new approval category.

Name the new category, then specify who can request approval and who can approve the requests.

Tip: If you are in a Professional subscription plan and would like to use Approval, you can take advantage of the Approval Status Stream.

Read more on our blog about the Approval feature.