We've introduced new integrations with Monday.com and ClickUp to streamline your approval workflows. Follow these steps to set it up:
By connecting your approval workflow with Monday.com and ClickUp, you improve the organization and tracking of approval tasks. These integrations provide a centralized view of all project details and approval stages, allowing administrators to easily monitor progress and take action directly within their task management tools. This feature saves time, reduces manual effort, and ensures no approval requests fall through the cracks.
Step-by-Step Setup:
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Activate the Integration:
- As an account owner, navigate to the Integrations section of your platform.
- Select either Monday.com or ClickUp from the list.
- You’ll be prompted to authenticate your account by providing necessary credentials.
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Map Approval Fields:
- Once authenticated, map the required fields (IDs, project details, requester info, etc.) that will sync between the approval workflow and the chosen platform.
- Ensure that the fields correspond to the correct items in the task manager.
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Install the Connector:
- Once mapped, install the integration.
- For end users, the process remains the same: they request approvals inside the editor using the same templates.
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Manage Approvals via Task Platforms:
- Approval requests are now automatically pushed to Monday.com or ClickUp.
- In the task manager, you’ll see key details such as the project name, requester, assigned approver, and any comments.
- Approvers can click a link that takes them directly back into the editor for final approval.