New Project Approval Request

An automated Approval Request will be sent to a designated person when a new row (project) has been added.
Hover over each step to view a walk-through
Modify the approval by going to Automation and selecting Manage Workflows in the dropdown menu. Then double-click on the workflow to open the editor window.
Verify that the Approval should go to the Project Sponsor (Collected in the Intake Form).
Customize the Subject and Message at the Request Level and for the Alert Levels.
In the Advanced Options select the appropriate Column Data that should be included in each Alert.
Learn More:
Alerts and Reminders