Tasks
Review and approve a submission
Admins & staff
Check what a client submitted and mark the task as completed.
Where:SidebarTasksTask name
- Select Tasks in the sidebar and choose Submitted from the status list. Tasks waiting on you show NEEDS REVIEW.
- Select the task, then select Go To Task.
- Read what the client sent. Check Documents Uploaded and Checklist, select View Submission on the form card to read their answers once the client has submitted the form, and look at the signature record at the bottom if the task needs one.
- Select Approve.
- In Approve Submission?, select Approve.
Good to know
- Approving marks the task Completed and notifies the client.
- Only tasks set to require staff review become Submitted when the client finishes.
- If the work is not right, send it back instead.
Related
- Send a task back for changesTell the client what to fix on a submitted task so they can try again.
- Require staff reviewCheck a client's work before a task counts as completed.
- See a task's historySee who did what on a task and when, from creation to completion.
- See a client's submitted answersRead the answers a client gave when they submitted a form.