Install Greenlight
Getting Greenlight ready takes four short steps. Installing and connecting are done once for your account. The tab and the approval flow are set up once per board.
What you need
Section titled “What you need”- A monday.com account. To install apps, you usually need to be an account admin. If you’re not, ask whoever manages monday.com in your team.
- A board where things need approving, such as campaigns, designs, quotes or expenses.
Step by step
Section titled “Step by step”-
Install Greenlight from the monday.com marketplace.
In monday.com, open the Apps marketplace, search for Greenlight and click Install. Choose the workspaces where your team should be able to use it.
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Add the Approvals tab to your items.
Open any item on your board. Next to the tabs at the top of the item (Updates, Files and so on), click +, then Explore more views. Find Greenlight and add its Approvals view to the item.
You only need to do this once per board. Every item on the board then has an Approvals tab.
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Set up the board’s approval flow.
The first time you open the Approvals tab on a board, it shows the flow editor. Choose who approves and in what order, then click Save approval flow. See Set up your approval flow.
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Connect Greenlight.
Once the first flow is saved, the tab shows Connect Greenlight to finish setup. Click Connect Greenlight and approve the request in the browser tab that opens. When it says Greenlight is connected, close that tab, go back to monday.com and click I’ve connected, check again.
This is needed once for the whole account. Any member can do it, but guests can’t.
When that’s done, the Approvals tab is ready to use:
Next, send your first item: Send something for approval.
What connecting allows
Section titled “What connecting allows”Connecting gives Greenlight permission to do its job on your boards, and nothing more. In plain words, it lets Greenlight:
- see who’s on your account, so you can pick teammates as approvers and see their names and photos;
- read and update your boards, to find each item’s approvers and fill in the Approval and Approval stage columns;
- post updates on items, so every decision is written down where your team already looks;
- send monday.com notifications, so approvers know when it’s their turn;
- open files on your items, but only the file columns you choose to share with clients;
- watch the Approval column, so it can put it back if someone changes it by hand.
When to connect again
Section titled “When to connect again”If Greenlight gets new features that need an extra permission, the Approvals tab asks you to connect again. It’s the same button and takes a few seconds. Nothing you’ve set up is lost.
Until Greenlight is connected, it can’t send notifications, read approvers from a column, record a client’s decision on the board or protect the Approval column.