Approval Workflow in Quire Permalink

The Approval feature allows you to send tasks to supervisors or stakeholders for review before moving forward. It helps teams create a clear, structured approval workflow so everyone stays aligned and decisions are documented.

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

Send Approval Requests

How do I send an approval request for a task?

1. Open the task detail panel.
2. Click the More Options icon in the upper-right corner.
3. Select Send approval request.

You can also request approval using the context menu:

1. Right-click the task.
2. Select Send approval request.

Note: If you don’t see the “Send approval request” option, check your approval permissions with a project admin.

What happens after an approval request is sent?

What you see after sending an approval request depends on your permissions:

• If you can approve tasks, three action buttons will appear:
  • Approve
  • Request changes
  • Reject

• If you cannot approve tasks, an Awaiting approval badge will appear to confirm the request was sent.

Approve Tasks

How do I approve, request changes, or reject a task?

When you receive an approval request, you can choose one of the following actions:

• Approve – Marks the task as approved.
• Request changes – Ask for updates and leave a comment explaining what needs to be changed.
• Reject – Decline the request and provide feedback.

What happens when a task is approved?

• An Approved badge appears in the task detail panel.
• Hover over the badge to reveal the Cancel button if you need to undo the approval.

What happens when I request changes?

• A comment dialog opens so you can explain what needs to be updated.

  

• Your comment appears in the task’s detail panel.

  

• A Request changes badge is added to the task.

• Hover over the badge to cancel the request if needed.

  

What happens when I reject an approval request?

• You can leave a comment explaining why the task was rejected.

  

• Your comment appears in the task’s detail panel.

  

• A Rejected badge appears in the task detail panel.

• Hover over the badge to cancel the rejection if necessary.

  

Identify Tasks with Approval Requests

How can I identify tasks that require approval?

In the Tree view, tasks with approval activity are marked with visual indicators:

• Dotted circle – Approval requested
• Green check mark – Approved
• Yellow circular arrow – Changes requested
• Red cross – Rejected

You can also use the filter bar to show tasks that:

• Require approval
• Have requested changes
• Are approved
• Are rejected

Manage Approval Permissions

How do I edit members’ permissions for approvals?

Approval permissions control who can request approval and who can approve tasks.

Note: Only project admins can manage approval categories and member permissions.

To edit permissions:

1. Click the dropdown menu next to the project name.
2. Select Options.
3. Choose Approvals from the left menu.
4. Hover over an approval category and click the pen icon.

You can assign permissions as:

• Any members
• Admins only
• Selected members

Note: Choosing Any members includes all project members, including external team members.

Create Different Approval Categories

How do I create different approval categories?

Creating multiple approval categories is available only on the Enterprise plan. More information can be found at our pricing page.

Approval categories let you define different approval workflows—for example, one for design reviews and another for final campaign approval.

Note: Only project admins can create or edit approval categories.

To add a new approval category:

1. Click the dropdown menu next to the project name.
2. Select Options.
3. Choose Approvals from the left menu.

4. Click Add a new approval category.

5. Name the category and assign who can request and approve.

Tip: Professional plan users can use the Approval Status Stream as an alternative.

Read more on our blog about the Approval feature.