Approval Workflows Overview

Configure approval processes for your organization

Approvals Overview

The Approvals module manages approval workflows for tasks, documents, and other items that require sign-off before proceeding. This feature helps teams enforce quality control, review workflows, or ensure compliance.

Submit items for approval, track status, and manage multi-stage verification processes with configurable workflows.

Approval Stages Configuration

Approval stages configuration interface

Submitting Approval Requests

1

Open Item

Open the item needing approval (task, document, etc.)

2

Request Approval

Click "Request Approval" button

3

Select Approvers

Search by name and select one or multiple approvers

4

Add Details

Add description, notes, and due date for approval

5

Submit

Submit the request for approval

Pending Approvals

View all items awaiting your approval, review and take action on each request.

How to Review

  1. Go to Approvals section
  2. View "Pending" tab
  3. Click item to review details and attachments
  4. Take action: Approve, Reject, or Request Changes

Filter Options

  • Filter by type, date, requester
  • Quick approve/reject options
  • Bulk approval for multiple items

Review Details

  • Read item details
  • Check attached documents
  • Review requester notes

Approval Actions

Action Description
Approve Confirm item is acceptable, proceeds in workflow, requester notified
Reject Decline approval with reason (required), item returned to requester
Request Changes Ask for modifications, specify what needs changing, resubmission required
Forward Pass to another approver with notes, track forwarding chain

Multi-Stage Workflow

Configure multi-level approval workflows for complex processes that require sign-off from multiple parties.

Stage 1: Initial Review

First-level approver reviews and approves

Stage 2: Second-Level

Auto-forwarded to second-level approver

Final Approval

Item fully approved after all stages complete

Approval History

View past approvals, track decisions, and maintain an audit trail of all approval activities.

How to View History

  1. Go to Approvals section
  2. Click "History" tab
  3. Filter by date range, status, item type, or requester
  4. Click item for full details and approval chain
  5. Export for records if needed

My Requests

Track approvals you've submitted and their current status.

Pending

Awaiting approval decision

Approved

Request has been approved

Rejected

View reason and resubmit if needed

Approval Notifications

New Request Received

Notifies approvers when new items need review

Decision Made

Alerts requesters when approval decisions are made

Changes Requested

Notifies when modifications are needed

Reminder

Reminders for overdue pending approvals

Best Practices

For Requesters

  • Provide complete information
  • Attach supporting documents
  • Set appropriate urgency
  • Follow up if needed

For Approvers

  • Review promptly
  • Provide clear feedback on rejections
  • Use comments for clarifications
  • Don't let requests pile up
approvalsworkflowsprocessautomation