Task reviews
How a task moves from Open to Completed, how the team sends one for review, and how the client approves it.
Tasks have their own review, like posts. The status bar on a task shows Open, In Progress and Completed. While the task is with the client, the middle step reads In Review or Changes Requested.
| Status | Color | What it means |
|---|---|---|
| Open | Gray | Not started yet. |
| In Progress | Purple | The team is working on it. |
| In Review | Blue | Sent to the client to approve. |
| Changes Requested | Amber | The client sent it back with a note. |
| Completed | Green | Done. The middle step of the status bar then reads Approved, or In Progress if the client's approvals are off. |
Approving a task doesn't post anything anywhere. It only marks the work as done.
Send a task for review
Step 1: Open the task and press Start work. It turns In Progress.
Step 2: Do the work. Add files under Assets and describe what you did in the task's details.
Step 3: In the Ready for review? box, press Mark ready for review. The button stays off until the task has details.
The client's logins are told (A task is ready for your review). Team members without the Approve and publish posts permission see Waiting on followed by the client's name, until the client decides. If the client has no login (always the case on Creator+), the Super Admin and everyone with that permission who works on the client are told instead, except you.
Review a task
Step 1: Open the task and find Review this task.
Step 2: Press Approve to mark it Completed. Or type in What needs to change? and press Request changes.
A request turns the task Changes Requested and adds your note to its comments. The team fixes it and presses Mark ready for review again. While a task is in review, client logins can't comment.
When approvals are off
If a client's approvals are off, and in Creator workspaces, tasks have no review: once work has started, the team presses Mark complete. See How approvals work.
Related
Create and manage tasks
Turn requests into tasks with dates, people and files, then follow each one from Open to Completed.
How approvals work
What Draft, In Review, Approved, Scheduled and Live mean, who approves, and what changes when a client's approvals are off.
Approve a post or ask for changes
For reviewers: check a post, approve it so it publishes at its time, or send it back with a note.