Documentation

Lightning Approve Documentation

Discover everything you need to know about Lightning Approve's functionality.

Lightning Approve is an approval workflow addon for monday.com.

From your monday.com workspace home, click on the puzzle piece icon in the top righthand menu to navigate to open the monday marketplace interface.
In the “Search the marketplace” input type “Lightning Approve” and hit enter.
Click on the Lightning Approve app card.
Once on the Lightning Approve app page, click the “Install app” button.

Open the item for which you’d like to create an approval workflow.
Click on the Lightning Approve tab.
Click the “Manage Workflows” button.
On Step #1 of the wizard, select “Create New Workflow”, name the workflow (e.g. “Budget Approval”) and click “Next”.
On Step #2, add one or many approvers to the first approval round. Optionally, rename the approval round.
Add more rounds if needed, then click “Next”.
On Step #3, select notification preferences, and decide if you want to save as a preset.
Click “Submit” to start the approval workflow.

Open the item you’d like a preset for, and click the Lightning Approve tab.
Click “Manage Workflows”.
Step #1: Select “Create New Workflow”, name it, click “Next”.
Step #2: Add approvers and rounds as needed, then click “Next”.
Step #3: Select notification preferences, then select “Yes” to “Save Workflow as Preset”.
Click “Submit” to start the workflow and save it as a preset.

Open the item you’d like to apply the preset to and click the Lightning Approve tab.
Select one of the suggested presets at the top by clicking its button.
The selected workflow preset will start for the current item.

Open the item you need to approve.
Click on the Lightning Approve tab.
Expand approval rounds if desired, view details, and complete the approval form.
Select “Approved” and add optional feedback, then click “Submit”.
Your approval and feedback will be recorded, and the round status will update accordingly.

Open the item you want to reject.
Click the Lightning Approve tab.
Expand approval rounds if desired, complete the approval form by selecting “Rejected”.
Add optional feedback, click “Submit”.
The item’s approval status will now be “Rejected”.

Open the item you’d like to request changes for.
Click the Lightning Approve tab.
Expand approval rounds if desired, and complete the approval form by selecting “Needs Work”.
Add optional feedback, click “Submit”.
The item’s approval status will now be “Needs Work”.

If you can’t find the answer you’re looking for, email support@lightningapps.io for additional assistance!

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