Approval Request for an Item

This feature facilitates seeking approvals for specific project items. This feature allows users to initiate approval requests, track progress, and ensure key stakeholders review and provide feedback on the update of an item's start & due date.

With this feature, users can select an item that requires approval and submit it for review. They can specify the approvers who need to assess the item with updated information for the items.

Once the approval request is submitted, the system notifies the designated approvers, informing them about the item and providing access to review it. Approvers can then assess the item, provide comments, and make an approval decision within the specified timeframe.

Pre-conditions to use the Feature:

  • Users must have an account in Onethread.

  • Users must be a part of a company.

  • Users must be part of a project.

Steps to Use:

  • Select a project from the Active Projects list.

  • Choose an item for which the start or due date needs to be updated. Click it.

  • Select the estimated start date or due date. Change the date.

  • Provide a reason and explain it

  • Click the + Approvers Group tab. Select a group.

  • Select a person. You can select multiple persons from here. These persons will approve the due date update.

  • Click the "Request for Approval" button.

  • The due date update request for the item will be in pending status and waiting to be approved.

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