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Docs / The Desk / Approve or decline a card

Approve or decline a card

Act on a card: what runs at once with an undo, and what waits for a deliberate confirmation.

Steps

  1. Open the card. It leads with the question, a recommendation and its reasoning. Options sit side by side; detail opens when you ask for it.
  2. Approve, defer, or talk it through.
  3. If the action can be taken back, it runs at once. You get a short undo window. Its length is not published here.
  4. If it cannot be taken back, confirm on purpose. Anything that leaves the organization, such as an outbound message or a payment. The weightier the call, the more deliberate the confirmation.

What you have at the end

Your decision is on the record: who made it, when, and what they chose.