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Approvals

Approvals turns "can you sign this off?" into a request with a decision on record. Approvals can relate to a task, chat message, file, note, meeting or whiteboard, and to table rows through an approval column. Everyone in the room can request approval by default; Owners and Editors set who approves and how.

How to request an approval​

  1. Open the menu on the item that needs sign-off — a chat message, file, task, note, meeting or whiteboard.
  2. Select Request approval.
  3. The request is sent to the room's approvers and appears in Approvals, linked to the item.

For a table row, use the row's approval column — see Tables.

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If the room has no default approvers, the request goes to the room owner.

How to decide on a request​

  1. Open the room, select Apps and choose Approvals (in the People & flow band).
  2. Find the request.
  3. Select Approve or Reject, or Review to send it back with a Review note describing what needs to change.

The request then shows Approved, Rejected or Needs Review, with who decided. Whoever asked can Take back a request while it is still pending.

How to filter approvals​

Use All, Pending, Approved, Rejected and Review at the top of the list.

How to set the room's approval rules​

  1. In Approvals, select the settings icon (Approval settings for this room). This opens Room settings › Approvals.
  2. Under Who approves, choose the room's default approvers.
  3. Under How they decide, choose Any one of them, All of them, A set number or One after another.
  4. Under Who can ask for one, choose Everyone or Editors and above.
  5. Optionally switch on Remind whoever is holding it a number of hours after it was asked.
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Only Owners and Editors can change approval settings.