Deciding an approval: approve, request changes or reject
Every approval decision happens on the task itself, in its Approvals and review section: with no file attached you choose Approve, Request changes or Reject directly; with a file attached, Send for review hands the decision to the review room instead, and the task shows each round as In progress or Decided.
Open TaskedRequest an approval on a task
A task with no open approval shows a short form instead of a history: a title, and an optional due date. Once you request one, it moves to Pending approval and waits for a decision.
- Open the task and go to Approvals and review.
- Fill in Approval title and Due date (optional) if you have one.
- Select Request approval.
Decide it directly
When there is no file that needs review, the decision happens right there on the task (or directly on the Today screen under 'Waiting for you'): an optional note, then one of three buttons. Approve moves the task forward along its workflow; Request changes routes it back to the rework stage the workflow defines.
- Write what needs to change in Decision note, if anything (optional).
- Select Approve, Request changes or Reject.
When there is a file to look at
When the approval needs a file, Send for review sends it to the review room, and the decision made there is what decides the approval and moves the task, not the buttons on the task itself.
Review rounds on the task lists every round that has been opened, labelled In progress or Decided, with Open the room to get back into it.
Questions that keep coming up
- Can I approve a task with no file attached?
- Yes. Decide it directly with Approve, Request changes or Reject, with no review room involved.
- What happens after I select Approve?
- The task moves forward according to its own workflow. Request changes, instead, sends it back to the rework stage the workflow defines.
- Who can send a reminder on a pending approval?
- You can send one from the task itself while the approval is pending, or from the approvals queue that lists every pending approval.