Ask for approval on a card

Ask one or more board members to approve a card, answer on the card, and let a column take only approved cards.

In short

When a card needs a yes before it moves on, ask for approval on the card. The people you ask see it in their inbox and answer on the card. A column can be set to take only approved cards.

Before you start

Steps

  1. Open the card and find "Approval" on Overview (under "Needs attention", it reads "Approval and automation" when nothing waits). Press "Ask for approval".
  2. Under "Who should approve", tick up to 10 people who can open the board.
  3. Choose "Approved when": "Any one of them approves" or "Every one of them approves".
  4. Write a "Note to them" if you like, and press "Ask".
  1. Open the card from your inbox.
  2. Press "Approve" or "Decline", add a "Reason" if you like, and confirm.
  1. Open the board's settings and the column's menu.
  2. Choose "Take only approved cards". The column shows "Needs approval".
  3. To say who approves for it, choose "Who approves…" in the same menu, tick up to 10 people of the board and choose whether any one of them or every one must approve. Then only a request asked for that column opens it.
  4. On a card, press "Ask for approval" and pick the column under "For a column": its approvers are asked for you. If you are one of them, the others are asked.

Result: the card face shows "Approval: Waiting for approval", then "Approved" or "Declined", and the card's history keeps each answer.

Good to know

If something goes wrong

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