Approval Flows

Overview

Approval Flows enable structured, trackable project reviews using customizable multi-stage approval workflows. Designed for Warrant Team Plan users, this feature ensures that projects are thoroughly documented.

Includes:

• A streamlined process for submitting projects for approval.

• Notifications and tracking for each stage of the approval journey.

• Support for both template-driven and custom approval flows.

• Role-based functionality for project owners and collaborators.

This guide is for project owners and admins managing compliance workflows, and collaborators who are participating in the review process.

Step-by-Step

Follow these steps to submit a project for approval and track its progress:

For Project Owners (Warrant Team Plan Only)

1. Submit for Approval

   • Open a project and click Submit for Approval.

   • This option is visible only to users on a Team Plan.

2. Set a Due Date

   • Choose a due date by which all approvals must be completed.

3. Choose or Create a Board

   • Select a Board to apply approval stages and set approvers

   • Or select Custom to manually add approvers and define the workflow.

4. Confirm and Submit

   • Review your setup and click Submit.

   • The project now enters the In Review status and flow.

What Happens Next (Admins & Approvers)

1. View in Review Progress

   • Admins can track the project in the In Review tab.

   • The chat window logs submission activity and approval progress.

2. Receive Notifications

   • Stage 1 approver receives an in-app and email notification.

   • Upon approval:

     • A message is logged in the chat.

     • The project owner is notified.

     • The next approver is marked as current.

3. Final Approval

   • Once the last approver completes their review, the project owner is notified of completion.

Only the project owner and admins can edit the project once it is in review.

Common Questions

This section answers frequently asked questions related to Approval Flows.

Q: Who can submit projects for approval?

A: Only users on a Team Plan with appropriate permissions (typically the project owner) can submit projects for approval.

Q: Can I customize the approval flow?

A: Yes. Use the Custom option to define your own stages and approvers.

Q: What is a Board in this context?

A: A Board is a template that applies predefined approval stages and policies to a project. Boards help enforce consistency across similar project types.

Q: Do reviewers get notified?

A: Yes. Each assigned approver receives in-app and email notifications when it’s their turn to review.

Q: Can I edit a project once it’s in review?

A: Only the project owner and admins can make changes during the approval process.

Troubleshooting & Error Fixes

Additional guidance for specific scenarios account users may encounter with the Approval Flow.

For further assistance, contact our Support Team (support@hellowarrant.com)