Creating approval flows

An approval flow routes a document or decision through signers, in order or in parallel, and records everything. Use it for contracts, estimates, scope changes and any decision you want on the record.

Starting a flow

1. Go to Work > Approvals > Request approval.
2. Describe what needs approval; optionally link a contract or an estimate.
3. Add signers in order. Each signer is a teammate (pick from the list) or an external person (name + email).
4. Choose the mode: Sequential (one at a time, in order) or Parallel (everyone at once).
5. Start the flow. The first signer (or all, in parallel) is emailed a personal signing link immediately; teammates also get an in-app notification.

How sequential order is enforced

Signer 2's link politely says "not your turn yet" until signer 1 has acted. The moment a signer approves, the next in line is notified automatically. Nobody chases anybody.

Rejection

Any signer can reject with a comment. The flow stops, its status becomes Rejected, and later signers are never bothered. Fix the document and start a fresh flow.

Tracking

The Approvals list shows every flow with a visual chain (who has signed, who is pending) and its status. Open a flow for the full audit trail.

Approvals on tasks

The same engine can gate task completion: a task approval workflow holds a completed task until the project manager or the client signs off, then completes it automatically or returns it with the requested changes.