Creating Approval Processes

You create approval processes to organize the review process. After you create the review process, you can assign approvers and add approval items.


  1. Click Operations > Approvals to open My Active Approvals.
  2. Click Page with plus sign image to add an approval process.
  3. Complete the fields and click Save Changes.

    The required fields are Owner/Sent By, Subject, and Target Due Date. By default, Enable comment attachments is checked. You can add multiple approval items and multiple approvers. If you add approvers, you must specify each approvers place in the sequence and the Default Duration for their reviews.

    For more information about assigning approves, see Assigning Approvers. For more information about adding approval items, see Adding approval items.