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Obtaining approval from the customer

You request approval for tasks where the customer’s decision is pending, such as design, text, or delivery. The customer opens the task and selects 'Approve' or 'Request changes'; their response and notes are recorded in the task.

  • Project manager and member (requests approval)
  • Customer (approves or requests changes)

How to obtain customer approval?

For work awaiting the customer’s decision—such as design, text, or delivery—you request approval via the task. Who can do this: Project manager and member (requests approval); Customer (approves or requests changes). Customers in the project receive notifications. The customer opens the task and selects “Approve” or “Request changes”; their response and notes remain recorded in the task.

Requesting approval

  1. Ensure the task is open to the customer and that someone with the customer role is present in the project.

  2. In the task panel, under the Customer approval section, click Request approval, optionally write a short note, and click Send for approval 1.

  3. While waiting, a Pending approval label appears next to the task in the list and Kanban board. If you change your mind, click Withdraw request.

demo screen (with demo data)
  1. 1Pending approval request
Result Customers in the project receive notifications. Only one pending request can exist per task at a time.

Responding as a customer

  1. Click the notification or the task labelled Pending approval in the list.

  2. Read the request and note in the Customer approval section 1.

  3. If appropriate, click Approve. If something needs changing, click Request changes and specify what needs to be changed 2.

demo screen (with demo data)
  1. 1Request and note
  2. 2Approve or request changes
Result The person who requested approval and the task assignees receive notifications. The task label becomes Approved or Changes requested; previous responses with their notes are listed below the section.
Tip After changes are requested, the team can fix the work and request approval again. Approval does not automatically change the task status; you move the task to the “Completed” column yourself.

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