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.
In this article
Raising a request for task approval
To raise an approval request
Go to the projects and select the project you're working on.
In either the project plan view or the list view, click on a task.
Inside the task, click on the three dots for more actions.
Click the "Request Approval" button.
In the approval pane, you can 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 above 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/document approval you will be notified via in-app, email, or Slack and can either approve your request or request changes.
As an approver, you can open the request and approve or request for changes.
If you wish to request changes to the task, you can click the “change required” button 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 the 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" to request approval and "Approving a request" to approve it."