Download Mobile AppApproval workflows for small teams
Keep requests, reviews and decisions together.
A request should not disappear between a document and an email reply. Give the review an owner, keep the supporting material nearby and record the decision before work moves on.
Free for up to 5 people. No credit card required.
A clear request-to-decision process.
Bring the reviewer, supporting context and next action into one working record.
Make the request specific enough to review.
Create a task with a named reviewer, a due date and the decision required. Explain what can proceed once the review is complete.
Explore the featureLink the context behind the decision.
Include the brief, relevant policy or supporting doc. The reviewer should be able to see the requirements without asking someone to resend them.
Explore the featureDecisions
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Keep the material available during the review.
Open the relevant files in the workspace and discuss the requested changes. Identify which material the decision applies to.
Explore the feature
Record the outcome and the next owner.
Write down the decision and any conditions in the task discussion, then assign the follow-up. Keep an understandable working record rather than treating an informal reaction as a formal sign-off.
Explore the feature
How customers use Edworking
Customer’s original words
It is snappy, organized, clear, and works well. All of our work: tasks, files, documents, chat, meetings, etc, can happen here. Our org is adopting Edworking after literally years of trying everything else. Powerful but not bloated.Cris E.
Read the customer storyI left ClickUp to move here because ClickUp wasn't user-friendly for my team. I fully understood the processes, but they didn't. And some of my team members are in the Philippines. So that's why we just shifted to something much easier.Start with one real project.
Try a complete working cycle before moving everything.
Choose the work
Pick one active project or process and add the context in a shared doc.
Make the next step clear
Create a task with an owner, a due date and the material needed to start.
Put it into practice
Complete a real task. If you work with a team, invite a teammate to leave an update.
Free for up to 5 people. No credit card required.
Frequently Asked Questions
No such capability is implied by this workflow. It uses tasks, documents and discussions to coordinate reviews. Use an appropriate specialist system when you need regulated approvals, signatures or an immutable audit trail.
Name the reviewer, explain the decision needed and set the review date. After a decision, assign the follow-up to the person who will carry it out.
Yes, where the collaboration and sharing settings meet the client’s needs. Check the recipient’s access and keep a clear record of what was reviewed and agreed.
Choose one recurring request, such as reviewing a brief. Add the supporting material, name the reviewer and complete the request-to-decision cycle with your team.