all articles

Easy Ways to Manage Approval Workflow with Easy Projects

date icon

Featured image

There are multiple ways to manage approval workflow with Easy Projects. Here are the three most common approaches, as well as FAQs involving managing approval workflow:

1. The Default Way: Custom Activity Statuses

This is the quickest and easiest way to track approvals. It uses built-in or custom activity statuses.

  • Decide how many steps your approval process should take and create a separate Custom Activity status for each step. e.g.:”Approval required”, “Approved”, “Rejected”.
    Custom Activity
  • Once a task is ready for approval, a team member will select his/her status to “Approval required”. It will generate a corresponding notification email.
  • The Project Manager or someone else in charge of the Approval process will review the work and change the status of the activity to “Approved” or “Rejected”.
  • Status changing actions will be automatically logged in the Audit Trail log along with the name of the person and date/time of the action.

2. The Formal Option: Status-Based Approval

This option is best for scenarios where you need to have a formal review process for a task (activity) before assigning it a certain status. For example, a QA manager must review and approve a task, before it can be marked as “Completed” or “Ready for Production”.

  • First, you should designate statuses which are restricted and not available unless an activity has been formally authorized (approved). This is done from the Settings->Systems Lists menu.

Systems List

  • From that moment, the statuses which require approval will only be accessible once the Approved checkbox is marked by an authorized person.

Approval Workflow Settings

  • The person(s) who will have the authority to approve an activity is managed from the Settings -> Advanced Settings menu and on the Project Details page

Advanced Workflow Setting


Auto assign


  • When needed, a person responsible or assigned to the activity will set its status to the pre-defined value of Waiting for Approval. It will trigger corresponding email notifying all chosen approvers.
  • Once approved, the restricted statuses will be available in the drop-down list of the status field and can be selected to advance to the next status (or stage).
  • There is an itemized audit trail log which captures who approved and who changed the status, from what to what, and when.

3. The Informal Approach: Message Boards and Files

If youre looking for an informal a-okay, consider using Messages and/or Files.

Easy Projects offers you two easy ways to give your team a shout. You can drop a quick line on the respective message board or let someone know about a new file update with the file upload feature.

  • Team members can leave a quick message for their manager, other team members or a client asking for an approval. The approval can be posted as a reply through the same message board.
  • Each message is time and date stamped.
  • The user uploading a File (for review or an approved file) can enter a message (instructions, approval, etc.) in the associated file’s description field.
  • Each file is time and date stamped along with the name of who uploaded it, so there is never any confusion regarding what is the newest file update, and who posted what, when.

Approval Workflow FAQs

1. Where’s the easiest place for Assignees to change a status on an activity?

On your “My Assignments” page – and you can also trigger an email to notify a team member of the status change, as well collaborate via the Message Board and File Repository.

2. Where do the free Guest users provide their approval?

On the Guest Portal. You can grant/acknowledge approval to their assigned task by selecting “Done”.

You can also collaborate your approval to others on Requests and Issues (which they created), and on your assigned Task via the Message Board and/or on individual File Uploads.

3. How do I ensure more than one person participates or is aware of activities requiring approvals?

Assign the activity (task, request or issue) to multiple team members (including the approver).

4. How can I ensure that assignees or others are kept updated with changes?

All changes are applied and visible in real time to all users with proper access rights. You can also activate the email notification system in each project, and determine who receives emails and what events will trigger the emails. The emails also detail what changed and include a link to take you directly to the respective event/page.

5. How do I Activate the Status-Based Approval Workflow?

Your designated Easy Projects’ system Administrator must activate this particular feature from the Settings -> Advanced Settings menu.


Hope that was a helpful guide. If you have any questions you can contact [email protected] or leave a comment below.

Follow us

Find Out How Easy Resource and Project Management Can Be!

Related Posts

PM Basics 101Professional ServicesPSA

6 KPIs for Professional Services Firms in 2023

PM Basics 101

How to Write a Project Status Report. Free Checklist

Market ResearchPM Basics 101PSAStrategy

Top 5 Risks to the Growth of Managed IT Service Providers

Nice! You just took the first step to achieving game-changing results.

To ensure your demo is tailored to your team’s specific needs, we're connecting you with a product specialist to better understand your requirements.

support illustration

Schedule a 30-minute meeting to start your trial

The calendar is loading... Please wait

It’ll take you 8-minutes to see
Birdview PSA features in action:

  • Project Management
  • Financial Management
  • Resource Management
  • Custom Reporting
  • Artificial Intelligence
happy illustration

Nice! You just took the first step
to achieving game-changing results!

Create your account right now. Have a great start with your 14-day trial!

For the best experience please access Birdview PSA from a desktop PC or tablet or download Birdview PSA app at