Nudgely

Product

Optional approval workflows

Require a creator or admin to approve recipient completions when self-attestation alone is not enough.

Free forever for small teams. No credit card required. Recipients do not need accounts.

The problem

Some recurring tasks need a second pair of eyes: policy confirmations, reviewed submissions or evidence checks. Without an approval step, managers still chase reviews in chat.

How the workflow works

  1. Step 1

    Enable approval on the nudge

    Mark the recurring task as requiring approval when you create or edit it.

  2. Step 2

    Recipient submits completion

    The completion sits as pending approval until a creator or admin reviews it.

  3. Step 3

    Approve from the nudge detail

    Managers clear the pending queue without rebuilding the process each cycle.

Relevant capabilities

  • Optional requires-approval setting
  • Pending approval queue
  • Creator and admin approval actions
  • Works with comments and attachments
  • Keeps the recurring schedule intact

Policy acknowledgement with review

Staff confirm they have read an updated policy and attach a signed PDF. The compliance owner approves each submission before the occurrence is fully closed.

Frequently asked questions