To approve or return content requests, see Approve or return a content request.
To approve or return certification actions, see Approve or return a certification letter.
Open a process task
After the assignee submits their task, the approver will receive an email notification to review their work. The task also appears in the approver's To do section in the Tasks tab in Home.
To open a task from an email, click Go to Task in the email to open the task.
To open the task from within Workiva:
- From Home, go to the Tasks tab.
- Find the task in the tasks list. You can click the View my tasks links, apply filters, and/or use the search bar to more easily find your desired task.
- Click within the task’s row to open the details panel.
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If the task has a file location, click the hyperlink to go to the appropriate place to approve or return the task.
To see the tasks that you’ve sent out, click All tasks and apply filters and/or use the search bar from there.
Approve or return a process task
After reviewing the assignee's work, click:
- Approve, and the associated process will continue
- Return to send the task back to the assignee for rework
If returning the task, the assignee will get a notification that the task has been returned. Once the assignee edits their work and submits the task again, the approver will receive another notification to approve or return the edits.