How to create and use approval processes
Learn how to create approval processes, attach them to workflows, review digital work, and delegate approvals.
Create a global and a single-use approval process
Enhance approval workflows by leveraging both global and single-use approval processes for tasks, projects, or issues, implementing multi-level staged approvals, and promoting efficiency through reusability in project templates.
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Apply an issue approval process in a request queue
Implement a default approval process to streamline request workflows, ensuring approved requests change their status appropriately to "New." Address confusion for rejected requests by selecting a status change to "Won't Resolve."
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Review and approve digital work
Simplify approval workflows with centralized management in the "Awaiting my approval" widget, flexible review options, detailed proof approval choices, and clear commenting for efficient communication and updates.
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Delegate tasks, issues, and approvals
Streamline delegation workflows by enabling task and approval delegation in Setup, utilizing the "Delegate" and "Delegate Approval" buttons, setting email notifications for assignments, and tracking updates and system activity for clear oversight.
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