Approving work
If you are set as an approver, you should regularly review what work is awaiting your approval.
For information about creating approval processes, see Create an approval process for work items.
For information about associating approvals with work in Workfront, see Associate a new or existing approval process with work.
Access requirements
You must have the following access to perform the steps in this article:
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|---|---|
| Adobe Workfront plan* | Any |
| Adobe Workfront license* | Review or higher |
| Access level configurations* |
View or higher access to the objects associated with approvals Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels. |
| Object permissions |
View or higher permissions to the objects associated with approvals For information on requesting additional access, see Request access to objects. |
To find out what plan, license type, or access you have, contact your Workfront administrator.
Locate approvals in Adobe Workfront
You can view and manage approvals in various areas of Workfront.
For more information about viewing items awaiting approvals or items that you have submitted for approval yourself, see View approvals.
Approve work from the Home area
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Click the Main Menu
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(Conditional) Click Customize to add the My Approvals widget.
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(Conditional) Click the Filter drop-down menu, then select All to see approvals assigned and delegated to you.
note note NOTE Approvals assigned to Job Roles or Groups don’t display in Home. Approvals assigned to Teams display in the My Approvals widget for each team member. -
Select the item where you want to make an approval decision.
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Click one of the available options when making an approval decision in the right panel. The following options display in the upper-right corner of the page, depending on the type of item you are approving:
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- Ignore
You can adjust the level of access in the Change access drop-down menu if desired.
- Approve
- Reject
You can leave a comment with your decision by click ing the drop-down menu in the decision button.
Assigned as an approver
- Approve
- Approve with changes
- Needs work
Assigned as a reviewer
- Complete my review
The options in this column apply only to new document approvals. Legacy document approvals appear the same as Work item approvals.
- Go to proof
You make your decision in the proof viewer. For information about reviewing a proof, see Review proofs within Adobe Workfront.
After you make a decision, the approval is removed from the My Approval widget.
Approve work directly from a project, task, or issue
When a project, task, or issue is pending approval, you can approve or reject the approval directly from the project, task, or issue. You can also view details regarding the approval process.
To approve work directly from a project, task, or issue:
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Go to the project, task, or issue that requires your approval.
Approval information regarding the current approval process of a project, task, or issue displays in the item’s header.
The following approval information is available:
table 0-row-2 1-row-2 layout-auto html-authored no-header Status The current status of the project, task, or issue. This is the current status of the item that is pending the approval. The status is approved after each stage in the approval process is approved. Approval stages The stages of the approval process.
The current stage that is pending approval is displayed as Pending . Stages that have already been approved are displayed as Approved ; stages that have not yet been approved are displayed as Not Started . -
Click Approve or Reject, depending on whether you want to approve or reject the approval process.
The approval stage that was pending approval is now approved, and the approval process moves to the next stage. The status is approved after all stages have been approved.
Approve a document directly from a document
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Go to the documents area that contains the document that requires your approval.
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Select the document, then click Approve, Changes, or Reject.
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(Optional) If a proof has been generated for the document, you can approve the document within the proofing interface, as described in Approve a document from a proof.
Approve a document from an approval notification email
Depending on your notification settings, you may receive emails notifying you about documents for which other users need you to make an approval decision. When you receive an email containing a Make Approval Decision button, you can can start the approval process directly from the email:
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From the email, click Make Approval Decision to open the Document Details page for the proof .
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Do any of the following to review the document:
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View the metadata about the document.
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If a proof has been created for reviewing the document with markup and comments, click Open proof
For information about reviewing proofs, see Review proofs within Adobe Workfront.
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Click a Decision option in the upper right corner to approve, approve with changes, or reject the document.
Approve a document from a proof approve-a-document-from-a-proof
You can approve a document within the proofing viewer. For more information, see Make a decision on a proof in the proofing viewer in the article Make a decision on a proof in the proofing viewer.