Approvals Workflow
Approvals Workflow
Request formal approval from clients on project deliverables, milestones, or the final project. Track approval status and drive project completion.
Requesting Approval
- Go to the Project detail page.
- Open the Requests & Approvals tab on the project.
- Click Request Approval.
- Select the approval type:
- Deliverable – For a specific deliverable
- Milestone – For a project milestone
- Final – For final project sign-off
- Add any comments and submit.
The project status will update to Pending Approval. The client (or designated approver) will receive a notification.
Client Response
The approver can:
Approve
- Approval status becomes Approved.
- If it was a Final approval, the project is marked as Approved and the actual completion date is set.
- You receive an Approval Decision notification.
Reject
- Approval status becomes Rejected.
- Comments are stored for reference.
- You receive an Approval Decision notification.
Request Changes
- Approval status becomes Changes Requested.
- Project status becomes Pending Revision.
- You receive an Approval Decision notification.
- Create revision requests for each change, complete them, then resubmit for approval.
Approval Types Explained
Type | Use Case |
|---|---|
Deliverable | Single deliverable (e.g. logo design, first draft) |
Milestone | End of a phase (e.g. Phase 1 complete) |
Final | Full project sign-off |
Notifications
- Approval Requested – Sent to the approver when you request approval.
- Approval Decision – Sent to the requester when the approver approves, rejects, or requests changes.
Blocking Approval
Some configurations allow blocking approval when there are unresolved annotations on deliverables in scope. Resolve or close all annotations before submitting for approval if this is enabled.
Updated on: 10/03/2026
Thank you!