To streamline project creation and maintain consistency across your organisation, you can embed approval stages directly into project templates. This ensures quality assurance is built into every project without slowing down setup. By using approvals in templates, you can:
Ensure accountability by assigning clear ownership at each stage of a project.
Maintain quality standards consistently across all projects and sites.
Save time at scale by applying approval processes automatically, without repetitive setup.
Set up approvals in forms
How to set up approvals in forms:
Choose the Library tab using the left navigation bar.
Click the Forms tab.
Click on the Job Form you wish to enable the approvals for.
Scroll down to switch on the button next to Approvals.