Find a work package and go to its Constraints tab.

Then click on the + above the constraints list.

You can assign a constraint to an individual with Assigned to User. You can assign a constraint to multiple team members with Assigned to Role.

After filling out the Due Date click Save.

Click on the pencil icon next to the constraint.

Then click Complete at the bottom of its form.

Alternatively, you can click Needs Verification to show the constraint needs to be reviewed. N/A can be used to show the constraint is not relevant at this time.

Note that constraints marked as N/A are not included in the % Constraint Free calculation and will not prevent a work package from transitioning to a new status.

Find the Approvals tab in your work package and click on the +.

Then choose an Approval Type from the grid.

Note that most approvals will likely be auto generated during specific statuses (e.g., Ready for Review, Released to Quality).

Click on the approval's pencil icon and click Submit at the bottom.

This will notify the approver it's ready to be reviewed.

To close out the approval, open it again and click Approve.

If the approval is not ready to be closed out, you can choose Reject and specify why it wasn't approved.

Try creating a new work package and transitioning it to new statuses to see if any constraints or approvals are auto created. Be familiar with when these actions are automatically generated.

Depending on where you are in your implementation, you may or may not have auto created constraints and approvals configured yet.

Open a constraint or approval and look for the Team Board field.

Click into the field and enter your desired Team Board.

Go to your Team Board and find the constraint or approval.

Open a constraint and look for the Subtasks section near the bottom.

Then click on Add Subtask.

Once you've entered the necessary info, click Save.

You can close out a constraint from the constraint form by clicking on the checkmark.

Look for the Approvals section on the constraint form and click on Add Approval.

Once you're done entering its info, click Save.

You can submit an Action Approval by clicking on the orange arrow.

You can close an Action Approval by clicking on the checkmark.

If further work is needed, you can reject it and provide notes on what is needed.

Note that constraints with open Action Approvals cannot be closed. The Action Approval must be completed first.

Navigate to the bottom of a constraint or approval and look for the Comments section.

Then click on Add a comment and detail out your message. @ mentioning a teammate will send them an email notification directing them to the comment.

Be sure to click on the green checkmark to save your comment.

Click on the + at the top of a dashboard > New Dashboard.

Choose IWP Review Template or IWP Approval Review as the dashboard's template.

In the left-side menu click on Tools > Open Approvals.

You can specify whether you want to see (1) just open approvals or (2) open and closed.

Be sure to choose which Entity Type you want to view approvals for.

Grouping by XWP Number lets you see all approvals by work package.

You can update a single approval by double-clicking on it in the grid.

To bulk update approvals shift-click the first and last approval you want to edit, click on the pencil icon, then choose the field you want to update.

Go to Tools > Open Constraints.

Then group your grid by IWP Number or CWP Number.

To create a new constraint click on the + next to the work package's number.

You can also bulk edit constraints by clicking on its pencil icon.

Don't want the learning to stop? Check out our Constraint Management collection here!