When managing client-facing projects, you're often crafting proposals and customizations that require input from different team members or customers. Rocketlane helps ensure these services are delivered on time and at a high quality by making it easy to get approvals from the right stakeholders.

With Rocketlane's task and document approval feature, you can streamline the approval process and ensure everyone is on board every step of the way.

Raising a request for task approval

To raise an approval request:

• Go to Projects and select the project you're working on.
• In either the project plan view or the list view, click a task.
• Inside the task, click the three dots for more actions.
• Click Request Approval.
• In the approval pane, mark the approval as private or shared with customers.
• Assign the approver who needs to approve the task.
• Set the due date for when the task needs to be approved.
  

As the requester, you'll receive a notification of the approval or rejection.

If the request wasn't approved, you can follow the same steps to raise a new approval request.

After approval, you'll see the request marked as approved.

Approving a request

As the approver of a task or document approval, you will be notified via in-app notification, email, or Slack. You can either approve the request or request changes.

As an approver, you can open the request and approve it or request changes.

If you want to request changes to the task, click Change required and add your comments.

If the request is good to approve, you can go ahead and confirm approval.

Raising a request for document approval

To request approval for a document:

• Go to Projects and select your project.
• Navigate to Spaces and choose the document you want approval for.
• In the toolbar at the top of the document, locate the approval button and click it to raise an approval request.
  

Follow the steps outlined above for raising an approval request and approving a request to complete the document approval flow.