How approvals work
When your agency finishes a piece of work that needs your sign-off, they'll send it to you for approval. You review it and respond right on the task — no email chains, no exported PDFs.
Where you'll see a pending approval
You'll know something is waiting on you in a few places:
- Inbox — you get a notification when your approval is requested (and an email too, if you have that enabled in your notification settings)
- The task itself — an amber "Awaiting client approval" banner appears at the top of the Approval section
- Your board — tasks pending your approval show an approval badge
- Dashboard — the "Awaiting you" stat counts everything waiting on your decision
Your three options
Open the task and you'll see three buttons in the Approval section:
Approve
One click and you're done. You can add a comment if you'd like, but it's optional. The banner turns green: "Approved by client."
Request changes
Use this when the work is close but not quite there. You'll be asked "What needs to change?" — a comment is required, so be specific about what you'd like adjusted. The banner shows "Client requested changes" and the team gets your feedback verbatim.
Decline
Use this when the work isn't what you need. You'll be asked "Why are you declining this?" — a reason is required so the team understands what went wrong. The banner shows "Declined by client."
What happens after you decide
The person on your agency team who sent the approval gets notified immediately, with your decision and your comment included. If you requested changes, they'll revise and may send a fresh approval round when it's ready.
Approval history
Below the decision buttons, every past approval round on the task is listed: who submitted it, when, what the task looked like at the time, who decided, and any comment that was left. If a task has gone through a couple of revision cycles, this is where you can trace the whole story.
Tips for useful feedback
- Be specific. "Make the headline punchier" is harder to act on than "The headline buries the benefit — lead with the time savings."
- One decision per round. If most of the work is right but one piece isn't, request changes and name just that piece — the team will know everything else is approved in spirit.
- Use the task discussion for questions. If you're not sure what you're looking at, ask in the task's comment thread before deciding.