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Approval rounds are the building blocks of ticket approvals. Each round defines a set of approvers and a policy that determines when the round is complete. Add a single round for simple approvals, chain multiple rounds for multi-stage workflows, or group rounds into a stage so they run in parallel.

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Create approval rounds

1

Open the ticket

Navigate to the ticket that needs approval.
2

Open the approval rounds section

Find the Approvals section in the ticket detail page. Click Add round to open the round editor.
3

Configure the round

For each round, set:
  • Name: A descriptive label (for example, “Manager approval” or “Security review”)
  • Policy: Choose Any can approve, All must approve, or Threshold
  • Threshold (if using threshold policy): The number of approvers required
  • Approvers: Select users or who can approve this round
4

Add more rounds (optional)

Click Add round again to add additional stages. Rounds run in the order you create them by default. To have two or more rounds run at the same time, drag one round onto another to group them into a single stage.
5

Save and start

Save your rounds. The first stage activates immediately and every approver in it is notified.
You can add multiple rounds at once before saving. The round editor lets you configure all rounds in a single view.

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Run rounds in parallel

Group two or more rounds into a single stage so they run side by side. Every round in the stage activates together, and the next stage only starts once every round in the current one is decided. Use this when a request needs sign-off from independent approvers who do not need to wait on each other, for example a manager approval alongside a security review.
1

Open the round editor

Click Edit in the Approvals section to open the multi-round editor.
2

Group rounds into a stage

Drag one round onto another. The two rounds merge into a single stage and a small inline indicator on each round name shows which rounds are running in parallel.
3

Split a stage back apart

Click the unlink icon on a grouped round to move it back into its own stage. Rounds that are already active or terminal are locked in place and cannot be regrouped.
Each round in a parallel stage still enforces its own policy independently. A stage is only approved once every round in it is approved, and a decline in any round declines the ticket.

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Edit approval rounds

Edit rounds to change policies, add or remove approvers, or reorder stages.
1

Open the round editor

Click the Edit button in the Approvals section to open the multi-round editor.
2

Make changes

Modify round names, policies, thresholds, or approver lists. You can also add new rounds or remove existing ones.
3

Save changes

Click Save to apply your changes. If you remove approvers from an active round, the policy is re-evaluated immediately.
Removing approvers from an active round can trigger automatic completion. If the remaining approvers already satisfy the policy (for example, one approver already approved in an “any can approve” round), the round completes immediately.

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Approve or decline

When you are added as an approver, you receive notifications with action buttons.

Approve

Click Approve from the ticket detail page or Slack DM. Your approval is recorded and the round policy is evaluated. If the policy is satisfied, the round completes and the next round activates.
Click Decline and optionally provide a reason. Declining immediately completes the round with a declined status. The ticket’s overall approval status changes to Declined.

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Approval policies

Choose the right policy for each round based on your requirements.

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Multi-stage approvals

Chain rounds for workflows that require multiple levels of approval. Rounds run in the order you add them, and you can group rounds into a stage to run them in parallel.Example: Software access requestStage 2 only starts after Stage 1 is approved. Security review and IT prep run at the same time, and Stage 3 only starts once both are approved. If any round is declined, the process stops and the ticket is marked as declined.

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Reset rounds

Workspace admins can reset rounds when approvals need to be reconsidered.

Reset a single round

Reset one round to restart it with the same or different configuration. The original round is archived and a new replacement round is created. You can change the policy and approvers during the reset.Existing approvers are re-notified and must approve again.
Reset the entire approval process. All rounds are archived and recreated from scratch. The ticket’s approval status returns to In progress.
The ticket sidebar provides a simplified view for managing approvers on the focused round (the currently active or most relevant round).
  • Add approvers: Search for users or groups in the sidebar Approvers field
  • Remove approvers: Click the remove button next to an approver’s name
  • Auto-creation: If no rounds exist when you add approvers through the sidebar, a round is created automatically with the “Any can approve” policy
The sidebar always shows the most relevant round: the active round if one exists, the most recently declined round, or the first pending round.
Last modified on August 14, 2026