Articles on: Projects

How to send a project for approval?

Overview

You can send a project for approval directly from the Project Page, allowing stakeholders to review and approve the project without leaving the project view.

Steps to Send a Project for Approval

Navigate to the Projects module from the main dashboard. Click on the required project to open the Project Page.

On the project page, find the Collaboration option. Under it, select Send for Approval.

Select an approver from the drop-down menu and click the Send button.

Notes: The approver will receive a notification to review the project. The project status will update once approval is completed. Approval permissions may vary by user role.

Updated on: 02/12/2026

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