Approval Workflows
Enterprise feature Set up formal approval processes for critical actions like publishing PRDs, exporting documents, or deleting projects.Creating a Workflow
- Go to Settings > Approval Workflows (admin or owner)
- Click Create Workflow
- Configure:
Trigger Types
Approval Flow
1
Action Triggered
A team member triggers an action that has an approval workflow configured.
2
Request Created
An approval request is created and designated approvers are notified.
3
Approvers Review
Approvers review the request and approve or reject it.
4
Threshold Met
Once the required number of approvals is reached, the action proceeds automatically.
Managing Workflows
From the approval workflows settings page:- View all active workflows with their trigger types and approver counts
- Edit workflow settings (name, approvers, required count)
- Delete workflows that are no longer needed
Approval workflows are available on Enterprise plans. When no workflow is configured for an action, it proceeds immediately without approval.