Approval Hub in Workstream

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As of January 16, 2020 users will have access to the Approval Hub in Workstream, which gives users the ability to view, manage and track all their approval requests in a central place.

The Approval Hub is available to all users with access to Workstream, and it includes three main views: 

  • Requested by me: Includes all approvals requested by a user. Here users can only see their own open approval requests.
  • Pending my approval: Includes all the approvals pending/awaiting the user’s approval.
  • My approval history: Includes all completed approvals for the user (that they were a requestor or approver of). 

Below you can find a detailed overview of the new Approval Hub features.

Overview

Sending assets through approvals is an integral part of creative workflows in Workstream.

Before the Approval Hub, Workstream users didn’t have an easy way to track all their open approval requests, and approvers were not able to view or respond to approvals in one place.

With the introduction of the Approval Hub, you will have a central place to track, manage and respond to requests.

The Approval Hub contains these 3 views/tabs:

Requested by me

This tab displays all open requests issued by you, including additional relevant information about the request, such as:

  • Unique Approval ID
  • Approval Name (same as the filename)
  • Asset thumbnail
  • Approval path/template 
  • Current Step (step number in the approval path)
  • Step name (where the approval is)
  • Last modified date 

In this view you can: 

  • Send reminders to the individual or team assignee(s) or cancel the approval. 
  • Browse through approvals using the pagination option at the bottom of the table. 
  • Sort approvals by ID, Approval name, Template name, Step name and last modified date. 
  • Customize this view by adding Project/Task related information through the ‘Edit columns’ option (to come in the next release).

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Pending my approval 

This tab displays all the requests pending/awaiting your approval. In this view you can:

  • Approve, approve with changes, or reject the requests received. Respond to approvals individually or in bulk through the batch-select option. 
  • View the asset thumbnail(s) of the requested asset, along with other relevant details such as:
    • Unique Approval ID
    • Approval Name (same as the filename)
    • Asset thumbnail
    • Approval path/template 
    • Current Step (approver’s name) 
    • Received (Date and time when approval was received) 
    • Respond (Approve, reject or approve w/ changes)
  • Select multiple approvals using the checkboxes and batch approve/reject assets as needed. 
  • See any un-approved requests (rejected, non-responded or approved w/ changes), which will continue to show in the Pending my approval tab, until approved. 
  • Browse through approvals using the pagination option at the bottom of the table. 
  • Sort approvals by ID, Approval name, Template name, Step name and last modified date. 
  • Customize this view by adding Project/Task related information, through the ‘Edit columns’ option (to come in the next release

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My approval history

This tab displays your completed approvals (both the ones you submitted and the ones you have acted on), as well as other relevant details about historical approvals, such as:

  • Unique Approval ID
  • Approval Name (same as the filename)
  • Assets approved
  • Last updated
  • Current Step 
  • Step name (where the approval is)
  • Approval Status 

In this view you can: 

  • View historical approvals by clicking into the ID, Approval name or asset.
  • Browse through approvals using the pagination option at the bottom of the table. 
  • Sort historical approvals by the ID, Approval name, Template name, Step name and the last modified date. 
  • Customize this view by adding Project/Task related information, through the ‘Edit columns’ option (to come in the next release).

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All Approvals (Admin Only) 

Besides the 3 views available to all Workstream users, Admins will also have access to the ‘All Approvals’ section, where they will easily audit and review all approvals in the account. The All Approvals section has two views available to Admins: 

  • Active Approvals - Enables Admins to: 
    • Track the status of all open approvals
    • Send reminders to current approvers 
    • Cancel approval requests 
  • Approval History - Enables Admins to: 
    • View a list of all completed approvals
    • See the detailed approval history of an approved asset by clicking on the ‘View’ option

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