How to Request for an Approval?
You can create an approval request by following these steps from the task sidebar or it can be added via flow elements from the Workflow setting page
- Navigate to the Add task option in either your personal board or a specific Project/Team.
- Create a task, add a description and attachments, then Save
- Open the task you’ve created
- Click on the approval icon situated within the settings gear icon on the task sidebar (denoted by 1 in the image) .
- Upon clicking the approval button (denoted by 2), an approval icon (denoted by 3) will appear on the top of the task assignment details.
- Assign the task to a designated Approver using the assignment dropdowns (denoted by 4) , it can either be a specific project/team or you can assign it directly to a user and click Save:
- Once you have added all the relevant details to the task, click on Complete & Forward to allow it to proceed to the Approver, (as highlighted below):
