Approvals — Communication — Workspace
Multi-step approval workflows for documents and deliverables
Overview
The Approvals app provides multi-step approval workflows for documents,
deliverables, milestones, or any project artifact. Each approval request
defines a sequence of steps, each with a designated approver. Approvers act
on their step in order — approving, rejecting, or skipping. The system
supports resubmission after rejection with automatic version tracking.
Approval list with status badges and version numbers
Approval list with status badges and version numbers
Creating an Approval
Click Add on the Approvals page and set up your workflow:
Enter a Title and optional Remarks.
Optionally link to an item — select a Document, Deliverable, or Milestone that this approval covers.
Define approval steps in order:
Step Label (e.g. "Design Lead Review", "Project Manager Approval", "Client Sign-off").
Approver — the person responsible for this step.
Upload any supporting files.
Submit — the first approver is notified.
Each approval receives a unique number (e.g. APR-0001).
Approval creation form with step builder
Approval creation form with step builder
Approval Flow
Steps are processed sequentially.…