Review and approve digital work
In this step, you will learn how to efficiently review and approve various types of digital work using the 'Awaiting my approval' widget in the Home area. You will explore five types of approvals: project, task, issue, proof, and document approvals. Each type offers flexibility in how you can approve or reject items, with options to add comments and specify changes as needed. This step will guide you through the process of managing approvals directly from the Home area or by reviewing detailed information within each item.
- Project Approval: You can approve or reject directly in the Home area, with an option to add comments. For detailed review, click the project name to access its details. Approvals made within the project do not prompt for comments but allow optional commenting.
- Task Approval: Similar to project approval, you can review the task by clicking its name or directly approve/reject with a comment.
- Issue Approval: Works like task/project approval, with an option to skip approval without adding a comment.
- Proof Approval: Navigate to the proof to review and add specific comments. Approval options include “Approve,” “Approved with changes,” “Changes required,” or “Not relevant.”
- Document Approval: Documents without proofs can still be approved or rejected. If changes are needed, describe them in a comment, similar to “Approved with changes” in proof approval.
The video emphasizes flexibility in reviewing and approving work, with options to add comments and specify changes as needed.
Key takeaways
- Centralized Approval Management: All items awaiting approval can be accessed in the “Awaiting my approval” widget in the Home area.
- Flexible Review Options: You can approve or reject directly from the Home area or click on the item name to review details before making a decision.
- Commenting Options: Adding comments is optional but encouraged for clarity. Approvals made in the Home area prompt for comments, while those made within the item do not.
- Proof Approval Specifics: Proof approvals offer multiple options, including “Approved with changes,” “Changes required,” and “Not relevant,” allowing detailed feedback.
- Handling Changes: For documents or proofs requiring changes, you can specify the changes in comments, ensuring clear communication for resubmission or updates.
Next, you will discover how to delegate tasks, issues, and approvals effectively, ensuring smooth workflow management.