1.

Log in as Administrator (or a user who has the ‘Manage System Settings ’ permission). If you are already logged in, skip this step.

2.

Select General, Settings submenu of the Administration menu on the header menu.This will open the Administration options screen.

3.

Go to Advanced settings tab.

4.

Under Approval workflow settings, click 'Enable approval workflow'.

5.

Select one or both of the other available options: 'Activity creator can approve activities' and 'Project manager can approve activities'. See Approval workflow settings.

You can select a specific approver from among the project members for a project on its details screen.

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An activity is created, e.g. a request for developing a feature in a software product.

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A person responsible selects the 'Waiting for approval' status for the activity.

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A notification is sent out about the event (to the effect of 'Activity is waiting for approval').

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A project member who is given the authority to approve activities (Approver) marks the Activity 'Approved' (a checkbox in Activity details).

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A notification is sent out about the event (to the effect of 'Activity has been approved').

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Once an activity is approved, statuses that require approval (see Administration | System lists | Activity statuses) are unlocked for selection (visible on the Status drop down list).

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The approved activity can now be carried out as usual.

A user can be set to be approver for the activities he creates (Activity creator) . See Advanced settings in Options.

A user can be set to be approver for the activities he is Project Manager for (Project manager) . See Advanced settings in Options.

Email notifications

Email notification events

Options: Advanced settings

Approval workflow settings