How to set up a task review?

This article explains how to create a task for which a formal review is mandatory.

To enable a formal review of the task,

1. Create the task that requires a review.

2. Navigate to the "Task Review" section and enable it. This prevents the task from being marked as "Completed" until the review process is finalized.

3. Add one or more reviewers and set a due date for the review. Reviewers will be prompted in the order they are added.

4. Click Save.

 
  • Once the task assignee marks the task as complete, a new review task titled "Review: [Task name]" will be automatically created, and its status will be set to "Under Review."
  • If the reviewer approves the task, it will be automatically marked as "Completed."
  • If the reviewer denies the task, its status will revert to "Incomplete," and the original assignee will be prompted to take care of the task again.
  • Reviewers have the option to leave comments when either approving or denying a task, and the task assignee will be notified of these comments.

 

You can adjust email templates related to review tasks by referring to this article.