Approval Workflows Overview

Configure approval processes for your organization

Task Approvals & Multi-Stage Verification

The Task Approval System in our app allows for flexible, stage-wise verification of tasks before they are marked as fully complete. This feature helps teams enforce quality control, review workflows, or enforce compliance.

What is Task Approval?

Task Approval is a customizable verification process that allows teams to define who needs to approve a task and what happens after approval or rejection, all before the task is officially marked as complete.

Single-stage

Default approval workflow

Multi-stage

For advanced workflows

Template-based

Repeatable processes

Setting Up Approvals Using Templates

Approval Stages Configuration

Approval Stages configuration for workflow management

Approval Stages

Add one or more stages of approval with customizable settings for each stage.

  • Select who is allowed to approve (users or roles)
  • Define approval action (move to next stage or mark as Done)
  • Define rejection action (move to custom status)
Configuration Options

Approval Move to next stage or mark as complete

Rejection Move to To-Do, Failed, or custom section

Branching Stages

Upon Approval

  • Move to the next stage in sequence
  • Enter a custom section linked from current stage
  • Mark task as complete if final stage
  • Trigger automated actions or notifications

Upon Rejection

  • Revert to an earlier stage for correction
  • Enter specific fallback status (e.g., To-Do, Failed)
  • Flag for additional review or clarification
  • Notify original assignee with feedback

How Verification Works in Practice

For Assignees

Once the assignee completes the task, if verification is required:

The task moves to the "To Verify" section automatically

For Approvers

Anyone with approval access for the current stage will see the task in their Verification section.

  • Start/Stop timer for verification time tracking
  • Approve task to move to next stage
  • Reject task with configured fallback action

Flow Example

1

Task is completed by assignee

→ moves to To Verify section

2

Stage 1 approver reviews

→ Approves the task

3

Task moves to Stage 2

→ or connected section

4

Final approval

→ Task moves to Done

5

If any stage is Rejected

→ Task returned to fallback status

Functional Flow for Approving Stages

List View Actions

  • View list of stages for specific tasks
  • See current approval status for each stage
  • Approve or reject stages with appropriate roles
  • Clear visual indicators for stage status

Approval Flow

  • Approve: Move to next stage or complete task
  • Reject: Return to previous stage or flag for review
  • Clear action buttons (Approve, Reject)
  • Toggle options for verification actions

Why Use This?

Quality Assurance

Ensures quality before closing a task with structured reviews

Accountability

Adds accountability via time-logged verification processes

Workflow Flexibility

Enables complex workflows without coding requirements

Structured Reviews

Great for teams requiring structured reviews (QA, content, client approval)

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