Approval
● When approval from superiors is required to add, delete, and archive projects/tasks, the approval function can be used
● Approval can be initiated when [Creating a Project], [Deleting a Project], and [Archiving a Project]
○ This function is not available in the Standard version;
● After the approval is adjusted, the relevant personnel need to exit Aim.link and re-enter.
● Approval management permissions need to be set by the team administrator in Permission Management-Function Permissions
Approval page
Approval management page
How to manage approval
Approval flow settings
● To set the approval flow, please go to:
● The approval management item is closed by default. Click the selected project approval to enter the approval settings [Take the creation of project approval as an example]
● Approval switch: Click "On" to start the approval, click "Off" to close the approval;
● Who does not need approval: Employees who do not need to initiate approval and can directly create projects, up to 50 people can be set;
● Approval process: Approval layers can be added according to specific circumstances, with a maximum of 5 approval layers; approvers can choose department heads and designated personnel, and the number of approvers cannot exceed 20;
○ Department head: By default, the direct supervisor of the department where the employee submitting the approval is located is selected ;
○ Designated personnel: designate one or several colleagues for approval;
● Approval method: Department heads can choose to co-sign and or sign, and designated personnel can choose to [Pass in order], [All-pass] and [One-pass].
● The approval list is sorted by the last follow-up time, with the most recent at the top;
● Submitted approvals can be viewed and processed in [Pending].
Click on the approval item in the to-do interface to process it.
Create an approval project
● When a project needs to be approved, fill in the basic information of the project, click Start Approval, and wait for the approver to approve it.
● In [Initiated], View the tasks initiated and the approval status. Withdraw the approval. Click on the task to view the task details, approval comments and process status.
● If the approval is passed, the project will be automatically created. If the approval is not passed, it can be handled according to the approval opinion.
Deletion project approval
● When need to approve the deletion of a project, click Delete to be reminded that need to approve the deletion of the project
● If the project is approved, it will go to the Recycle Bin. Choose to restore or completely delete it in Settings-Recycle Bin. If the project is not approved, handle it according to the approval opinion.
Archive project approval
● When an archive project needs to be approved, click Archive to be reminded that the archive project needs to be approved
● If approved, the project will be placed in [Archived Projects]; if not approved, it can be processed according to the approval opinion
● Archived projects are not included in the statistics by default, and can be unarchived and used normally at any time when needed