Approval Workflows, Your Way: Multi-Step, Concurrent, and Custom Routing in Agenda and Meeting Management Select
Join this customer webinar to learn how to configure approval workflows in Agenda and Meeting Management that match the way your office works, from item category and meeting type triggers to manual routing and backup approvers.
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Agenda items shouldn’t stall because the right person hasn’t seen them yet. Join us for a live walkthrough of approval workflows in Agenda and Meeting Management: how to configure them, how to keep requests moving when staff are out, and what the full process looks like from the moment an item is created to the moment it’s ready for the packet.
What we’ll cover:
- Why approval workflows matter for accuracy, accountability, and compliance
- Your configuration options by item category, by meeting type, or manual routing
- How to set up backup approvers so nothing gets stuck when someone is away unexpectedly
- A full approval workflow, start to finish, inside Agenda and Meeting Management
Whether you’re setting up approvals for the first time or fine-tuning an existing process, this session will give you a clear, practical look at how to put Agenda and Meeting Management approval tools to work for your team.