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Adding Files to Approvals

Table 117. Availability - Legacy plans


Overview

All user types (including collaborators) can add files to approvals.

Add files to approvals

  1. Open a task, folder, or project with attachments. If you don't see the file you want to add to review, click Show all files. 1

  2. Check the box next to all files you want to add to approval. 2

  3. Click Select for approval. 3

  4. Select the users responsible for reviewing and approving the attachments by clicking the +Select approvers 4 button on the panel that appears.

  5. Click Set Due Date 5 to specify what date the files should be reviewed and approved by. Please note, this date won't appear in Gantt Charts and the task won't be marked Overdue if the reviews aren't completed by the specified date.

  6. Check the Approve only files 6 box if you don’t want to start a task/folder/project approval.

  7. Click the Advanced settings 7 button if you need to:

    1. Finish this file approval automatically when all approvers give their decision. If you deselect this option, you’ll have to manually finish the approval that you created.

    2. Set up a status change upon completion of the file approval.

  8. Click Start Approval. 8

add-files-approvals.png

All attachments continue to appear under the task’s description field, but now attachments are divided into:

  • Files for approval section

  • Not for approval section (for attachments that aren’t in review).

add-files-approvals-2.png

Alternatively, you can add files while creating a task, folder, or project approval.

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