Review and approve tasks

In about 8 minutes you open a task your agency sent you for review, read the hint and either approve the work or request a revision.

What you will have at the end

• A decision on the task: approved, or sent back for revision
• Your notes as text on the task if something is still missing

Before you start

• A login for the client portal, see Client portal basics
• A task your agency sent you with Start review
• This guide is for your clients’ team members. Agencies read Review and acceptance.

Steps

1. Open the task

   Click the link in the review email, or open Tasks and click the task. It is in the status In review.

2. Read the hint and attachments

   At the top of the task, Hint shows what your agency asks you to look at. Also read the description and open the attachments. New comments are locked during the review. You give your answer with the review buttons.

   

3. Approve the work

   If everything fits, click I am satisfied. The task moves to Finished.

4. Or request a revision

   If something is missing, click Request revision. Describe what should change in the dialog Feedback is required and click Send. The task goes back to your agency with your text.

   

Check your result

An approved task is Finished. After Request revision it is back in In Progress, and your agency sees your text.

Next steps

• Client portal basics for tasks and documents
• Collect PDF feedback and signatures when your agency shares files under Documents
• Notifications to choose your review emails