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Goals and approvals·Updated Oct 16, 2026

Approvals

Approve or decline the requests waiting for you, with an optional note, and follow or withdraw the time-off and change quote requests you sent.

Some requests need someone to say yes before they go ahead. Approvals collects them in one place: what is waiting for your decision, and what you asked for.

Before you start

  • Approvals is on the Growth plan. On other plans the page shows an upgrade message. Approvals a workspace already had still reach their approvers in notifications and on Home.

Things to know

  • Two things ask for approval today:
    • A time-off request. See Request time off.
    • A change quote, when Change quotes need approval before sending is on in Revenue settings. See Change quotes.
  • When you decide, the requester gets a notification.
  • Approving time off marks the request Approved. Declining marks it Declined.
  • Approving a change quote lets it be sent. Declining marks the quote Declined.

Find what is waiting for you

  • Click the notifications bell and pick the Approvals tab. Click All approvals to open the full page.
  • On Home, Waiting for you lists your pending approvals when there are any.

The Approvals page has three tabs:

  • Awaiting you: pending requests where you are the approver.
  • Your requests: everything you asked for, with its answer.
  • All: every request in the workspace. Only owners and admins see this tab.

Approve or decline a request

  1. Go to Approvals > Awaiting you.
  2. Click Approve or Decline on the request.
  3. Add a Note (optional) when approving, or a Reason (optional) when declining.
  4. Click Approve or Decline to confirm.

Click the request's title to open it beside the list.

Withdraw your own request

  1. Go to Approvals > Your requests.
  2. Click Withdraw on a request that is still pending.

A withdrawn time-off request is marked Cancelled. A withdrawn change quote goes back to a plain draft.

See approvals as a table

Click More options (⋯), then Open as table, to see approvals in a table you can filter and group.

Related

  • Request time off
  • Change quotes
  • Notifications
  • Track goals
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On this page

  • Before you start
  • Things to know
  • Find what is waiting for you
  • Approve or decline a request
  • Withdraw your own request
  • See approvals as a table
  • Related