Budget Approvals: Get Estimates Signed Off — Right on the Ticket

Some tickets shouldn't start until the budget is confirmed. Until now that happened over comments, a quick word, or email — and in the end nobody remembered who approved what, and when. We're changing that.

With budget approvals you request a sign-off right next to a ticket's estimate, assign it to the right person, and keep every decision documented.

What's new

There's a dedicated, explicit budget approval on the ticket — separate from the familiar backlog approval (BACKLOG → TODO). It's about one question only: is the estimated budget approved?

You'll find it on the ticket under Properties, right below the estimate. The state is shown as a badge — much like the backlog approval:

• Awaiting budget approval (amber)
• Budget approved (green)
• Budget rejected (red)

How to request an approval

1. Add an estimate to the ticket (the "Estimated" field).
2. In the Budget approval block, click Request approval.
3. Choose who should approve — a member of the board. Optionally add a short note.
4. Done. The selected person gets the request as a notification and by email.

The ticket now shows "Awaiting budget approval" — visible to everyone.

Approve or reject

The assigned person sees Approve and Reject buttons on the ticket. Important: they're not the only one who can decide — any member of the board (team member or customer) can approve or reject. The assigned person simply gets the direct notification.

Once decided, the outcome goes back to the person who requested the approval — again via notification and email. If you requested it yourself and want to take it back, use Withdraw.

A clean audit trail

Every request and decision lands in the history right inside the budget approval block: status, budget, person and date. So you can see at a glance who approved which budget, and when.

On top of that, every step shows up in the ticket's activity log (the "Approvals" filter) — alongside status changes, comments and commits.

For customers: open approvals on the dashboard

When a ticket is waiting for a budget approval, the customer sees it right on their dashboard next to the request — labelled Awaiting budget approval. After the decision the label switches to approved or rejected accordingly.

Notifications & email

You don't have to track anything manually:

• Request → notification + email to the assigned person
• Approved / Rejected → notification + email back to the requester

Emails respect your notification email settings and quiet hours, just like every other notification.