Setup guideFrom install to your first sign-off, in minutes.
Placet adds a turnkey approval panel to any monday item: request a sign-off, approve in one click, and keep an immutable audit trail of every decision. Setup is a one-time job. Here is the whole path, step by step.
- 1. A monday item you want signed off, on any board
- 2. The monday user or users who should approve it (you pick them by name)
- 3. Permission to install apps on your monday account (a one-time authorization)
No external accounts, no spreadsheets, and no other tools. Placet runs entirely inside monday and writes only its own status column and the item's updates.
- STEP 01Install the app
Open the monday apps marketplace, find Placet: Approvals, and click Install. Choose the account you want to install it on and confirm.
Installation is free. The free tier is enough to follow this whole guide.
- STEP 02Add the view to an item
Open the item you want signed off, on any board. At the top of the item, click + Add view, pick Apps, and select Placet: Approvals. The approval panel opens as a tab on that item.
There are no columns to set up and no automations to build. The panel works the moment you add it.
- STEP 03Connect your monday account
The first time you open the panel, you'll see a Connect account banner. Click Connect account and authorize the app.
This one-time authorization lets Placet identify who is approving, notify the next approver, write each decision to the item's audit trail, and project the approval status back to your board. It only writes to its own status column and the item's updates; it never touches your existing data.
- STEP 04Request an approval
In the panel, pick an approver from the people-picker (search by name). To require more than one sign-off, add approvers in order: each one is asked only after the previous approver signs off.
Click Request approval. The first approver gets a monday bell notification telling them it's their turn, with a link straight to the item.
- STEP 05Approve, reject, or request changes
Only the current approver sees the action buttons; everyone else sees a read-only status. The approver clicks Approve, Reject, or Request changes, and can leave a comment.
On approval, the next approver in the chain is notified automatically. When the last approver signs off, the requester is notified and the item is marked Approved.
- STEP 06Read the audit trail
Every action, who did it, what they decided, any comment, and the exact timestamp, is written to an immutable audit trail on the item, and each meaningful step is also posted to the item's Updates log.
The approval status is projected back to your board too, so anyone looking at the board sees at a glance where an item stands, without opening the panel.
Only the current approver in the chain. Placet checks the signed-in user against the approver for the current step, so the action buttons appear only for the person whose turn it is. Everyone else sees a read-only status until it's their turn.
It writes only its own approval-status column back to the board and posts each decision to the item's Updates log. It never edits your existing columns or data. The full approval state and audit history live in the app's own storage on monday's infrastructure.
Yes. The requester can withdraw a pending request, and an approval can be undone, so you can restart the chain with the right people. Every such action is itself recorded in the audit trail.
Anyone you can pick from your monday account can be set as an approver. Placet doesn't add seats or licenses of its own; approving happens right on the item.
It's append-only and timestamped: each event (request, approve, reject, request changes, withdraw, undo) is added as a new entry with the actor and time, never overwritten. That's the point of Placet, a record you can trust after the fact.
Yes. Single-step approvals with the audit trail, notifications, and board status are free to install and use. Advanced workflows (multi-step and parallel approvals, out-of-office delegation, advanced export) are on the way and will be billed through monday's marketplace.