⚠️ Limited Release:
This article describes a new version of Targets available to selected clients. Other accounts will continue to use the existing Targets setup.
Send and approve targets
To send targets for approval or review incoming target approvals, follow the steps below.
Send targets for approval
You can send targets for approval in two different ways, from the Target overview or from the Target timeline.
Option 1: From the Target overview
To send targets for approval from the Target overview, follow these steps:
Select targets
Go to the Target overview.
Click a target hierarchy.
Tick the targets you want to send for approval. You can select more than one.
Only targets with values can be sent. Targets without values are greyed out.
Send for approval
Click “Send for approval”.
The button shows how many targets will be included.
Choose approver and submit
Select who to send the request to. You can choose users or teams.
Add a comment if needed.
Click “Send” to submit the approval request.
Option 2: From the Target timeline
To send targets for approval from the Target timeline, follow these steps:
Enable selection
Turn on “Select mode” above the timeline.
Expand the target hierarchy if needed.
Select targets
Click the bars of the targets you want to send for approval.
You can select more than one target.
A summary at the top shows how many targets are selected.
Send for approval
Click “Send for approval” above the timeline.
Choose approver and submit
Select users or teams to send the request to.
Add a comment if needed.
Click “Send” to submit the approval request.
Approve targets
If you have received a target approval request, follow these steps to review it:
Open approvals
a. Go to “Approvals” in the left-hand menu.
b. Select “Target”.
Review the request
Open the approval request you want to review.
You will see a table with all target entries included in the request.
Click
to open the original target if needed.
Approve or reject
Select one or more target entries.
Approve or reject them individually, or use the button in the top-right corner to approve or reject all at once.
Add a comment if needed.
Submit the decision
Click “Submit request” in the lower-right corner.
The yellow hourglass changes to a checkmark for approved targets or an X for rejected targets.
Once submitted, the request moves to the closed section under Approvals -> Target.
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