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 Approval by me 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 and click the Approval by me section.
- Select the task to open the Details panel.
- If there's a Task location, click the Go to task icon to open the assigned location in the file. You’ll be able to see the task’s details in the Tasks right-hand panel in the file.
Tasks in processes are distributed on the behalf of process owners. Process owners can see all the tasks they've sent out, including from processes, by selecting Created by me in the Tasks tab in Home.
Approve or return a process task
After reviewing the assignee's work, click:
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Approve, and the associated process will continue
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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.