We allow required approvals to be set up on any project checklist item. This ensures that the right people have approved key steps in a project and that the approval is recorded on the project.

Setting up an approval

Step 1: Navigate to the project and select the checklist item you would like to set an approval requirement.


Step 2: Click on the project checklist item (vendors scheduled in the example) and then select a user to assign as the approver.


Step 3: Click save, the approval required should now display on the checklist item (vendors scheduled in the example)Screenshot_2023-04-21_at_3.31.10_pm.png

NOTE: When copying a project, where the project checklist is selected to be copied, any required approvals are also copied across.


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