Approval Tracker for Zoho Sprints | Online Help | Zoho Sprints

Approval Tracker for Zoho Sprints

Approval Tracking allows teams to streamline work by setting up approvers who can check and sign-off on requests. This ensures that all stakeholders are on top of the project and allows managers to request for more information before signining off on a work item. 

Installing the App

  1. Go to Settings and click All under Marketplace.  
  2. Select Approval Tracker for Zoho Sprints.
  3. Click Install on the following page.
  4. Select the projects and set the accessibility for the users.  
  5. Click Install Now.  
  6. After the installation, go to the Authorization tab.  
  7. Click Authorize to grant access.  
  8. Click Accept to authorize the app.

Installing this app will create a multi-user custom field called Approvers in the Work Item layouts. Users will not be able to create another field with the same name.

Submitting an Entry for Approval

  1. Navigate to a project and click on a work item (either in the backlog or sprint).
  2. Click on the Approval Tracker extension from the right panel.
  3. Click Add Approval.
  4. Enter the details and click Add.
    The approver will receive a notification. Approvers can also see the request from the item details page.


Up to 10 approval requests can be raised per work item.
Every approval can be attempted thrice. If an approval is rejected for the third time, users will have to create a new entry.

Approving an Entry

  1. Navigate to a project and click on a work item (either in the backlog or sprint).
  2. Click on the Approval Tracker extension from the right panel.
    First time users will need to authorize the extension.
  3. Click on Approve or Reject as per requirement.

Editing an Approval Entry

  1. Navigate to a project and click on a work item (either in the backlog or sprint).
  2. Click on the Approval Tracker extension from the right panel.
  3. Hover over an entry and click the <edit icon>.

Deleting an Approval Entry

  1. Navigate to a project and click on a work item (either in the backlog or sprint).
  2. Click on the Approval Tracker extension from the right panel.
  3. Hover over an entry and click the <delete icon>.

View Approval Requests Across Projects

Users can create a custom view and track requests across projects.
  1. Click Global View icon in the top navigation panel and then click Custom View.
  2. Click + Custom View.
  3. Enter the details and set the criteria.
    Field Name: Approvers
    Condition: Is
    Value: <Me>. Users can also select other approvers from this list.
    By adding additional criteria as needed, the custom view can be made even more precise.
  4. Click Save View.
  5. The custom view can be accessed from the Global View.

Filter by Approvers

Work items can also be filtered by approvers.
  1. Hover over a view and click .
  2. Select Filter.
  3. Select options under Approver field and then click Apply Filter.

Uninstalling the Extension

  1. Go to Settings and click All under Marketplace.  
  2. Select Approval Tracker for Zoho Sprints.
  3. Click Uninstall.

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                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



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