Approve a template change

Review a project or task template version someone submitted, approve it, send it back with a comment, or reject it, then publish the approved version so the team can use it.

In the sidebar, open Settings, then choose Approval Queue under Templates. The page address is /settings/org/templates/approvals. The page title reads Template approvals.

Review is optional. An author can publish a template version straight away, or ask for a second look first. This page is where that review happens: a reviewer approves the version or sends it back, and an approved version is then published, from here or from the template itself.

Before you start

• Your role needs permission to read task templates or project templates to open the page. Approving needs the approve permission for that template type, and publishing needs the publish permission. A greyed-out button tells you which one you are missing when you hover over it.
• The queue only holds versions that were submitted. A draft nobody has submitted is not here; the author presses Submit on the version in Task Templates. Project Templates has no Submit button, so project versions only arrive from a connected app.

Steps

1. Open the Awaiting my review tab. Each card shows the template name, whether it is a Project or Task template, the version number, its status, when it was submitted, and the author's release notes.
2. Press View detail to open the template and read the version. Come back when you have seen enough.
3. Type a Comment if you have anything to say. A comment is required to request changes or reject.
4. Press one:
   • Approve to accept the version as it is.
   • Request changes to send it back to the author with your comment. It moves to the Changes requested tab.
   • Reject to turn it down with your reason.
5. To make an approved version live, find it under Approved (ready to publish) and press Publish.

What you see

• The four tabs, Awaiting my review, Changes requested, Approved (ready to publish) and Submitted by me, each show a count. Submitted by me is where you watch your own submissions.
• Filter by name narrows the cards when the queue is long. Type in Search templates.
• Nothing in this queue right now. means the tab is empty, not that something failed.
• Every action is recorded on the version. On a task template the author sees it under Review history.

If something looks different

• A version you submitted is not under Awaiting my review, and Approve stays off with a note that only versions awaiting review can be approved: the queue does not pick up submitted versions yet. To put the version live, open the template in Task Templates, press New draft on that version, then Publish draft.
• Publish is off with a note that only approved versions can be published: approve it first.
• Request changes and Reject stay off: type a Comment first.
• An approved version you published does not show up for the team: the template itself may be archived. Open it from View detail and check its status.

Open Approval Queue