How to use ApproveBoard

1. Add the app to an item

After installing ApproveBoard from the monday.com marketplace, open any item on a board, click + next to the item tabs, and add ApproveBoard.

2. (Optional) Link a status column

Open the ApproveBoard settings in the item view. Choose a status column and the labels to use for pending, approved, and rejected. ApproveBoard keeps that column in sync with the approval outcome. You can set up monday automations on these labels to trigger the next steps.

3. Request approval

Pick one or more approvers, then choose All must approve or Any one approver. Add a note if you want, and click Request approval. The note is posted as an update on the item, and approvers get a monday notification.

4. Approve or reject

Approvers open the item and click Approve or Reject. A comment is required to reject. The requester is notified of the result.

5. Cancel or re-request

The requester or an account admin can cancel a pending request. After a rejection or cancellation you can start a new round. Earlier rounds stay in the history.

Plans and limits

Each plan includes a set number of approval requests per account each month. When you reach the limit, ApproveBoard offers an upgrade, and existing requests keep working. monday.com handles billing, trials, and refunds.

Viewers

Board viewers can see approval status but cannot request or decide approvals.

Uninstalling

When an account uninstalls ApproveBoard, all data ApproveBoard stored for that account is deleted. Updates already posted on your items stay in monday.com.

Support

Email support@approveboard.com. We aim to reply within one business day.