Tasks
Require staff review
Admins & staff
Check a client's work before a task counts as completed.
Where:SidebarTasks
- Create a task, or open an existing one and select Edit.
- Select the Advanced tab. In the wizard, it is the Advanced column of the Task Details step.
- Tick Requires staff review before completion.
- Select Create Task or Save Changes. In the wizard, select Continue and finish the remaining steps.
Good to know
- When the client finishes a task like this, it becomes Submitted with a NEEDS REVIEW tag until you approve it or send it back.
- Without this tick, a task is completed as soon as the client finishes it.
- New tasks start with this ticked if an admin turned on Require staff review by default in settings.
Related
- Review and approve a submissionCheck what a client submitted and mark the task as completed.
- Send a task back for changesTell the client what to fix on a submitted task so they can try again.
- Assign a taskCreate a task for one client, then send it to them or keep it as a draft.
- Require staff review by defaultHave every new task start with staff review switched on, so you check a client's work before it completes.