Once an assignee submits a task for you to approve, it will show up in your list of tasks in Home and you’ll receive an email notification.
After reviewing the assignee’s task completion, you can choose to approve it or return it to the assignee to make changes.
Note: You may see file access tasks where a user is requesting view or edit access to a file that you own. Click Approve to grant them access, or click Reject to deny them access. Learn more about file permissions.
Approve or return a task in a file
To approve or return a task in a file:
- With the file open, click the Task icon to open the Tasks right-hand panel.
- Select the task that needs approval.
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If you approve, click Approve, and the task will now be completed. Otherwise, click Return.
If you returned the task, the task will go back to the assignee to make the required changes. If there are multiple assignees on the task, all assignees will be notified and the task will again appear in their list of tasks to complete. Once the assignee makes their changes, they’ll submit the task again for your approval.
Approve multiple tasks in a file at once
Note: Bulk approvals need to be enabled in your workspace settings under the Configuration tab in order to use this feature.
If you have multiple tasks that are awaiting approval within a file, you can review and approve them all at once:
- With the file open, click the Task icon to open the Tasks panel.
- In the group of tasks that are awaiting approval, click Review tasks.
- Select the tasks that you want to approve, and click Approve tasks. You can use the sort options or search box to more easily find your desired tasks.
- Confirm that you’ve reviewed the selected tasks, and click Approve.
- The selected tasks are now complete.
Tip: To see a specific task’s details or to return the task instead, open the three dot menu next to the task and use the menu options.
Approve or return a task in Home
Depending on the type of task and/or if the task has a file location, you can approve or return the task directly from the Tasks tab in Home, or you will be guided to the appropriate place to approve or return the task.
To approve or return a task in Home:
- Find the task in the task 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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Depending on the type of task and/or if the task has a file location, click on the Approve or Return button, or the hyperlink to go to the appropriate place to approve or return the task.