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Request an approval

Ask one or more people to approve a task. The task completes when everyone has approved.

Available onStarterProBusiness

Who can do this: Everyone in the organization

Use an approval when a task needs a sign-off before it counts as done, for example a design the creative director has to accept. Everyone you ask has to approve, and only they can decide.

Request approval

  1. Open the task, choose More actions (the three dots at the top), then Create approval request.
    The task menu with the option to request approval
  2. Select the people who should approve and add a note for them if you like.
  3. Choose Send request.
    Choosing two approvers and adding a note

The task now waits for approval. On the board it gets an amber border and an icon that shows who still has to approve. The task keeps its assignee.

A task waiting for approval on the board

Approve, reject or request changes

The people you asked find the request in their Inbox, under Approvals Pending.

The approval request in the approver's inbox
  1. Open the task from the inbox.
  2. Add a note if you like, then choose Approve, Request Changes or Reject.
    The approval panel with the approve, request changes and reject buttons

When the last person approves, the task completes on its own. One rejection decides the task, even while others have not answered yet.

A task that everyone has approved

Tip: Made a mistake? Choose Change my decision in the task to answer again. After changes, the person who asked can choose Ask again to start a new round.