How to use Multi Step Approval Process

Everything on this page takes about three minutes.

What it does. Approvals on monday.com usually end up buried in a comment thread. This app turns them into a tracked decision on the item itself: pick your approvers, choose whether they decide one at a time or all at once, and every approval or rejection is recorded where the work is.

Before you start

1. Install and open the view

  1. Install the app from the monday.com marketplace.
  2. Open any item on a board. Next to its tabs (Updates, Files, Activity Log), click + and add the Approvals view. If it isn't in the short list, choose Explore more views → Installed apps → Approvals.
  3. The view is added to every item on that board, and shows the approval requests for the item you have open.

2. Connect the app to monday.com — do this once

The first time you open the view you will see a band saying "This account is not connected to monday yet", with a Connect to monday button.

Click it. A monday.com consent screen opens in a new tab, listing what the app is allowed to do. Approve it: the tab shows "Done", and you can close it. Back on the item, the band goes away by itself within a few seconds.

Until you do this the app cannot check who is allowed to see each board, so it keeps approval requests locked: you cannot open, read or decide them. It only has to be done once per account, by one person.

3. Create an approval request

  1. Click New request.
  2. Search for each approver by name and click them. They appear as chips, in the order you picked them.
  3. Choose the mode:
  4. Optionally, set a Deadline: the date and time by which the request should be decided. See When the deadline passes.
  5. Click Create request.
The approver picker: a search box, a list of people from the account with their photos, and the people already chosen shown as chips.
Searching by name. Guests appear too, marked as guests.
A new request in one-at-a-time mode: the chosen approvers are shown as numbered chips, 1, 2 and 3, in the order they will be asked.
One at a time: the chips are numbered, so the order is visible before you commit to it.

When the deadline passes

If a request has a deadline and nobody has decided by then, the app sends two different notifications, once:

Overdue requests are checked every hour, so a notification can arrive up to an hour after the deadline. Each request is chased once, not every hour: a reminder repeated to someone already ignoring it is noise. On the card the deadline turns amber and reads Overdue.

The deadline is optional. If you do not want reminders on a request, leave it empty.

4. Approve or reject

Each approver gets a monday.com notification with the item's name and a link. Opening the item and the Approvals view shows Approve and Reject buttons — but only to the people whose turn it is. Everyone else sees the current state and who is holding it up.

Above the buttons there is an optional Note. What you write there is saved with your decision and shown on the card next to your name.

When the request closes, the app writes an update on the item, for example "Everyone approved “Invoice #204” — 3/3 approvals."

5. Reading the card

MarkMeaning
›Waiting on this person right now
·In the queue, not their turn yet
✓Approved
✕Rejected
An approval request card: the state Pending with 1 of 3 approvals, then the three approvers, one ticked, one marked as the current turn, one still waiting.
The same three marks on a real request.

A single rejection closes the whole request: nobody after that is asked.

The newest request is always at the top. On an item with many requests the view shows the five most recent, and a button under the list (Show 7 older requests) brings back the rest. Nothing is deleted.

Choosing who gets notified

Under the requests, Who gets notified sets what the app says, and to whom, for every request on that board. Each switch describes itself: tell an approver when it is their turn, tell the person who asked each time someone decides, tell them when the request is finished, tell every approver when it is finished, and post the outcome as an update on the item. A change is saved the moment you click it. The section appears once the account is connected (step 2).

Showing the result on the board

The approval lives inside this view, but you can have it mirrored into a status column so the board shows it from a distance. Pick the column under the title: Show the result in this board column. The app then writes Pending approval, Approved or Rejected into it, and creates those labels if the column does not have them yet.

The column picker at the top of the view, showing the default choice: do not touch any column.
The default is Don't touch any column. Nothing is written until you change it.

Three things worth knowing before you turn it on.

Cancelling a request empties the cell again: the app wrote it, the app clears it.

If something looks wrong

Approvers show as numbers instead of names

The account is not connected yet. Go back to step 2.

Nobody received a notification

Same cause. Without the connection the app cannot write into monday.com, so notifications are skipped rather than failing loudly.

The view looks out of date

Reload the page with Ctrl+Shift+R (Cmd+Shift+R on a Mac). Browsers cache the app's files aggressively.

The first request of the day is slow

The app's server sleeps when it is idle and takes a moment to wake up. It only affects the first request after a long pause.

Still stuck?

Write to [email protected] and say which board and item you were on. Replies usually arrive within one working day.