A propose-then-approve register for any change that needs a second pair of eyes — requests enter triage, route to an approver, and only ship once explicitly signed off, leaving an auditable trail behind every decision.
Ops, finance, and team leads who need every change to clear a reviewer before it lands.
Quick answer
The Approval workflow template is a ready-made workspace for Ops, finance, and team leads who need every change to clear a reviewer before it lands.
Approval workflow template in short
Included when you apply it
Applying this template creates the 1 board below — with every list — and pre-loads 3 sample issues, all yours to edit. The automation rules further down are suggestions you can wire up next; they aren't created for you yet.
A preview of how this template lays out — the boards, their custom workflow states, and where the sample issues land. WIP caps show a badge.
Approvals
Approve net-new vendor spend over the discretionary cap
Attach the quote and the budget line; route to the cost-centre owner for sign-off before any commitment.
Sign off on the customer-facing copy change
Legal and brand both review; record who approved and when.
Review the request to widen data-access scope
These rules aren't created when you apply the template — they're recipes you can wire up in Settings → Automations once your board exists.
When
A request moves to 'In review'
Then
Notify the assigned approver and start a decision SLA timer
When
A request sits in 'In review' past its SLA
Then
Escalate to the backup approver so nothing stalls silently
When
A request is marked 'Approved' or 'Rejected'
Then
Stamp the decision, approver, and timestamp into the audit trail
Ready to spin this up?
Sign-up takes seconds. We build this template's boards, lists, and sample issues in your new workspace, all yours to edit.
FAQ
Customer feedback intake
A triage queue for everything customers tell you — bugs, asks, praise — routed to the right team instead of a shared inbox.
View templateSLA tracker
A support queue with response-time states and priority-based escalation, so SLA breaches surface before the customer notices.
View templateVendor tracker
Track vendor relationships, renewals, and security reviews on a calendar cadence — so no contract auto-renews by surprise.
View template