Create an Approvers Group

This feature allows project managers and administrators to create custom groups based on specific criteria or requirements. They can assign roles or add individual users to these groups, making designating approvers for different items easier.

Users can streamline the approval process by creating an Approvers Group by assigning the group as the approver for certain items. This eliminates the need to select individual approvers for each item manually and ensures consistent and efficient decision-making.

Furthermore, this feature allows for flexibility and scalability as project teams grow or change. Users can easily modify the composition of an Approvers Group by adding or removing members as needed. This ensures that the right stakeholders are involved in the approval process at any given time.

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.

  • Users must be an Admin of the project.

Steps to Use:

  • Select a project from the Active Projects list.

  • Go to the Configuration tab. Click it.

  • Click the Approval Config tab.

  • Click the + Create button to create Approvers Group.

  • Write down the Group name.

  • Add Members to the group.

  • Click Save to create the group.

Last updated