Set up an Approval System

The "Set up an Approval System" feature enables users to establish a structured and customizable approval process for project elements. This feature allows project managers and administrators to define approval workflows, set up approval criteria, and designate approvers for different tasks, documents, or milestones.

With this feature, users can configure the specific items that require approval, such as project deliverables, changes to project plans, or important decisions. They can define the approval criteria, including the number of required approvers and any additional conditions that need to be met.

Users can assign approvers based on predefined roles or select specific individuals within the project team or organization. This ensures that the right stakeholders are involved in the approval process.

Once the approval system is set up, the system automatically triggers approval requests and sends notifications to the assigned approvers. Approvers can then review the items, provide feedback, and either approve or reject the request.

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 radio button of Mandatory Revision Approval.

  • Select the option that is suitable for your project.

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