Documents template

Creative approval room

Collect a client's approvals on creative in one queue, with three response options and feedback rules that keep turnaround predictable.

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Industry
Agencies
Team
Client services, Marketing
Use case
Content and campaigns, Client portals
Tags
Approval workflow Client delivery
Includes
1 database · 1 app

Template preview

Creative approval room

Included items

  • Dashboards

    App · 1 embedded block (progress-gates) · Requires sign-in

  • Content and campaign production pipeline

    Database · Embedded view: Approval queue (Campaign assets dashboard) · Requires sign-in

Overview

What this template supports

A client-facing approval room for a brand and creative agency. It gives review steps, embeds the approval queue from the campaign production database, flags the oldest open item with its consequence, explains what approve, request changes and ask a question each do, sets feedback rules and lists open questions and next review points, with an approval gates block from the Dashboards app. Silence is never treated as approval.

  • How-to-review steps
  • Embedded approval queue database view
  • Oldest item callout
  • Response option tabs
  • Feedback rules table
  • Open questions checklist
  • Approval gates block from the Dashboards app

How to use this template

  • Filter the queue to one client

    Switch the embedded queue to a saved view of the client's campaigns before sharing.

  • Name the approver

    Confirm who has final sign-off on the client side and route brand questions to that person.

  • Agree the response window

    Set the turnaround shown in the header and hold both sides to it.

Frequently asked questions

What does Creative approval room help me do?

Collect a client's approvals on creative in one queue, with three response options and feedback rules that keep turnaround predictable.

What is included in this template?

It includes How-to-review steps, Embedded approval queue database view, Oldest item callout and Response option tabs.

Who is this template designed for?

It is designed for Client services and Marketing teams working in Agencies.

What should I review before using this template?

Switch the embedded queue to a saved view of the client's campaigns before sharing. Confirm who has final sign-off on the client side and route brand questions to that person.

What if an item passes its publish date without a response?

It is treated as slipped, not approved, and gets a follow-up.

Can I add this template directly from the gallery?

The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.