Help & how-to

Request and approve right inside any monday item or subitem — no column setup required.

Getting started

1. Install Greenlight Approvals onto your account (from the marketplace, or via your install link).
2. Open any item, then add the approvals view to it: in the item panel’s tab bar (next to Updates / Files / Activity Log) click + Add view.
3. In the Item Views Center that opens, select the Installed Apps category (it appears under Marketplace apps once the app is publicly listed) and choose Greenlight Approvals → Add to item. An Approvals tab now appears on the item.
4. Open the Approvals tab, add one or more reviewers → click Start.
5. Reviewers get a monday notification and can approve or reject — with a comment if your board requires one.

Note: the approvals view is added per item view — add it once and the Approvals tab stays on that item. No column setup is required: Greenlight creates an Approval status and an Approvers column automatically the first time you request an approval (or you can point it at existing columns — see Settings).

Creating an approval

• Name — every round is named (default “Approval round 1”), editable inline.
• Message — optional context shown to reviewers and in the emailed share page.
• Reviewers — pick people or a whole team (teams expand to their members).
• Rules — per stage, choose how many approvals/rejections finalize the round: any, all, or N of M.
• Attachments — the requester can attach files (posted to the item’s Updates thread) before starting.

Multi-stage approvals (Pro)

Add stages to require sequential sign-off (e.g., Manager → Finance). Each stage has its own reviewers and its own any/all/N-of-M rule. The next stage starts only after the previous one is satisfied.

External / seat-free reviewers (Pro)

Need a client or someone without a monday seat to sign off?

1. On the approval, click Share and label the reviewer (e.g., “Jane @ ClientCo”).
2. Send them the secure link.
3. They open a self-contained page showing only that approval — no monday login, no board access — and approve or reject. Their decision is recorded in the same audit history as any reviewer.

Links expire after 14 days; re-request to refresh.

Automations (Pro)

Use the monday Workflow builder:

• Auto-request an approval — trigger When status changes or When an item is created → action Request approval using template.
• Set a status on decision — trigger When an approval is decided (pick Approved/Rejected) → action Change status.

See the in-product tips or your saved templates for the exact steps.

Reminders & mute (Pro)

In board settings, set a reminder cadence (hours). Undecided reviewers get a gentle nudge on that cadence — capped so nobody gets a bell-storm. Any reviewer can mute a specific approval from its ··· menu.

Settings: columns, comments, reminders

Open the gear in the Approvals tab:

• Require comments — Never / On rejection / On approval / Always.
• Advance on rejection — whether a rejection still moves a multi-stage flow on.
• Status column — Auto-create (default) or Use an existing status column (then pick your existing status + people columns).
• Reminder cadence — hours between nudges (0 = off).

Templates

Save a reusable approval configuration (stages, reviewers, message) as a template and apply it to new approvals — including from automations.

Approvals Inbox widget (Pro)

Add the Approvals Inbox widget to a dashboard to see, in one place, every approval waiting on you and every one you requested.

Billing

Greenlight uses flat, per-account pricing through the monday marketplace — no per-approval charges. Manage your plan from your monday account’s billing.

Your data & privacy

Greenlight stores only approval-related data, in monday’s own account-scoped storage, and calls no third-party services. On uninstall your data is deleted after a 7-day grace window. See the Privacy Policy for details.

Troubleshooting

• “No staff/approvers found” — make sure reviewers are added before Start.
• Status not updating — check Settings → Status column points at the right column (in adopt-existing mode).
• External link shows “invalid or expired” — links last 14 days; re-request to generate a fresh one.
• Still stuck? Email [email protected] with your account URL and the board/item where it happened.