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.



  • 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: 08/28/2026

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