Approvals

Streamline your approval process. Centralize approvals of projects, purchases, PTO, and content all in the same space. Consolidate functionality like adding comments, requesting documentation, and officially signing off.
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CENTRALIZE PROCESSES

View all types of approvals in one place.

  • Route project requests, proposals, documents, or other items for approvals
  • Use approvals for travel requests, PTO, timesheets, and purchase requests
  • Define approval routing sequences and requirements
  • Choose to send approvals to one person or a group-even sequentially
  • Notify the next approver with automatic alerts
  • Save approval processes as templates for future use
Approvals Home
Approval Display

IMPROVE VISIBILITY

Slice approval data for robust reporting.

  • See all open approvals, items that need your specific approval, recent approvals, and drafts all in the same spot
  • Use robust reporting to view approvals across projects or by approver
  • Customize approval status by color
  • Integrate with third-party markup tools

FLEXIBILE

Manage approvals from a mobile device.

  • Use the mobile app to manage work on the go
  • Review approval requests and officially sign off right from your phone
  • Don't let field service slow your processes down
Approvals Home