Hello there,
At Monday.com, I’m now working on streamlining a project procedure that includes multiple clearance stages from various departments, including marketing, legal, and finance. As much as possible, I would like to automate the process so that, if an item is authorised at one level, it automatically advances to the next and alerts the appropriate team.
I have looked into a few of the built-in automation possibilities, but I’m not sure which structure would work best—should I use a single board with several status columns for approval from each department, or is it preferable to divide the process across several boards and connect them?
I am also interested in how other people have responded to requests for revisions or rejections during the approval process. Do you automatically return them to the original requester?
Thanks in advance for your help and assistance.