The following steps apply to projects where approval is enabled, such as the ISO 27001 Policies and Controls project.
For details on enabling project approval, see our guide: activate Project approval.

Submitting an Activity for Approval (All Users)

Any project user can submit an Activity for approval.

To submit:

  1. Go to the Structure tab within your project.
  2. Click the Activity you want to submit.
  3. In the left-hand panel, click Submit for Approval (visible for all unapproved Activities where approval is enabled).

The Activity status will change to Awaiting Approval and project users with approval rights will be notified.

Approving or Declining an Activity (Approvers Only)

Only users with approval rights can approve or decline Activities.
For details on granting approval rights, see our guide: Granting Approval Rights.

Once an Activity has been submitted:

  • Approve – Click Approve at the top of the Activity. You’ll be prompted to set a future review reminder, which creates a task for the assigned user.
  • Decline – Click Decline and add an optional comment explaining the decision. Your comment will be saved as a Discussion within the Activity, and the assignee will be notified. The Activity will revert to Open status.

Approved Activities display:

  • Who submitted the Activity.
  • Who approved it.
  • The date and time of both actions.





Reopening an Approved Activity

Approved Activities can be reopened by clicking Reopen Activity.
This changes the status to Open, allowing the Activity to be resubmitted for approval.



Viewing Activities Awaiting Approval

You can see pending approvals in several areas:

1. Project Approval Tab

  • Click the Approval tab in your project.
  • Under Activities Requiring Approval, you’ll see all pending approvals for that project.
  • Approve or decline Activities individually, or select multiple using checkboxes and apply actions in bulk. 

 

2. Project Structure – Progress View

  • Go to the Structure tab and select Progress view.
  • Use the Status dropdown to filter by Awaiting Approval and click Filter.

3. To-do List

  • Hover over Work in the navigation bar.
  • Click To-do List.
  • Sort or filter by All activities to find Activities marked Awaiting Approval.