Dashboards for Open Approvals

Create a dashboard for 1) Open Task Approvals and 2) Open Project Approvals to stay on top of approvals needing your attention. This is helpful for all team members to set up a well. These dashboards can be set up to include tasks or projects from all spaces to allow for one, quick and convenient location for you to access any open approvals.

3
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
2 Kommentare

Hi Amber, approvals are important, and monitoring them is very important! No one wants the processes to be stuck, right?

I would like to take your suggestions one step further. You can utilize the 'files' widget to monitor files pending approval. If you use 'guest reviews', another 'files' widget can be for guest reviews. Visually they are more distinctive and I find them more user-friendly for visual people.

Have a good one!

Aybuke Novosad Community Team at Wrike Wrike Product Manager Erfahren Sie mehr über Wrikes leistungsstarke Funktionen und lernen Sie Anwendungsbeispiele kennen

Aybuke Novosad Wrike Team member Erfahren Sie mehr über Wrikes leistungsstarke Funktionen und lernen Sie Anwendungsbeispiele kennen

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I didnt realise you could have a files view for approvals so this is great just from looking through the forum!

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Dashboards for Open Approvals
[this list is visible for admins and agents only]

Nach oben
Didn’t find what you were looking for? Write new post