How to Approve an Item from the Project Insight Mobile App

The video shows how simple it is to approve an item from the Project Insight Mobile Application. Streamline your approval process by capturing and centralizing all approvals, complete with comments and sign off.

Transcript:

[Music]

In this video, I'm going to show you how to approve an item from the mobile app on the "On My Work" screen. At the bottom here, I have an approval for a client implementation project that is pending my approval. I'll click on that, which will take me to the display of the project. From here, I can add a comment, and I can view the project under the items arrow. In this case, I'm just going to simply mark it as approved because I already checked it out earlier, and I left the office and forgot to mark it off. So, from the mobile app, while I'm on the go, I can simply hit "Approve," and now you can see that it says it's approved and has been removed from my list of work to do.