Permission Note
Task approval authority requires specific capabilities assigned to your account. If you believe you should have approval authority, contact your Account Manager.
What is a Task Approval Workflow?
When a task is complete, it moves to Waiting Approval status and appears in the Approvals view. You are notified that sign-off is needed. As an approver, you have the authority to review the work and either approve it or request changes.
Find Tasks Awaiting Your Approval
Go to the Tasks page and click the Approvals tab. This view shows all tasks currently waiting for your sign-off. Each item displays:
- Task name and description
- Assigned team member
- Due date
- Submission date
Review and Decide
Click a task to open its detail view. Review the completed work, any attached files, and the work summary provided by the assignee.
To approve, click the Approve button. To request changes, click Request Changes and enter specific feedback notes explaining what needs to be revised. The task assignee will be notified immediately of your decision.
Track Approval History
The Approvals page also shows your approval history for the current month and total approval requests. You can review past approvals and rejections to track project progress.
If you need additional help, reach out to your Account Manager or submit a support ticket from the Support page.