Ability to edit the approval template title
complete
G
Gab Krichevsky
When you create an approval template and then save it there currently is no way to go back and change the title of that approval. You can only overwrite the approval as whole (not the title). Can we have an edit feature to change the approval template title after it has been saved?
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Kelley Bunge
complete
Kelley Bunge
in progress
Kelley Bunge
under review
Kelley Bunge
Merged in a post:
Easier access and management of Approval Templates
C
Christina Warnock
The functionality to edit an existing approval template has been removed and replaced with additional steps to create a new approval template and then manually go in to delete the previous version. While this is less than desirable, a way to more easily manage approval templates would be very helpful, especially now. Currently, the only way to access existing approval templates is by opening an action card and applying an approval template. It would be helpful to be able to navigate to the inventory of approval templates via settings, just as you can with Action templates, teams, etc. Ideally, users would be able to access and edit from this list but at the very least, ability to see and manage all approval templates in one place.
Kelley Bunge
C
Christina Warnock
D
Dann Whitmore
Would be great if Hive could make this editable from the same areas that action templates are editable, specifically workplace settings > settings > Left rail in between 'action card template' & 'custom statuses'
E
Erol Ramadan
Definitely needed as we start refining processes
D
Donna Gurda
We need to be able to edit Approval Templates... and we should be able embed Approval Templates in the Action Cards; as MANY deliverables have more than one proof cycle.
e.g.: for an email, you will have a first proof internally within the Marketing team for approve the raw creative (copy & graphic).
Once approved, these approved elements are used to build a HTML file, while will have another proof with Marketing and Stakeholder (2-tier) proof template.
Please feel free to reach out for details/examples. Thanks!
C
Chantal Bayley
Yes you should be able to access it to undertake any/all edits once it is set up.
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