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Approve, reject or request changes (manager)

This article shows you how to decide on a request: approve it, reject it, or send it back to the requester for changes.

Open the request​

  1. In the sidebar, click Tasks & Approvals.
  2. To see only what's waiting for you, click the Pending Approval card at the top.
  3. Click Review & Approve → on a request to open it.
Screenshot

The Tasks & Approvals page with the Pending Approval card highlighted and a request row showing Approve, Reject and Review & Approve →.

Approve a new task request​

  1. Read the details, the justification and the suggested assignees.
  2. Check the hours and assignees under Subtasks & Assignments. To change them, or to change where the task goes, click the pencil icon (Edit task) and then Done editing.
  3. At the bottom of the page, click Approve Task.

Every task or subtask needs hours and at least one assignee before you can approve. A request that came in from a form has no location yet, so TaskFlow asks you to choose one first.

After you decide, TaskFlow takes you to the next pending request.

Reject a request​

  1. Click Reject Request.
  2. Type a reason. It's required, and the requester sees it.
  3. Click Reject.

Request changes​

Use this when a request is mostly fine but needs work before you can approve it.

  1. Click Request Changes.
  2. Describe what needs to change.
  3. Click Send Feedback.

The requester sees your feedback, edits the request and sends it back. Request Changes isn't offered for requests that came in through a form.

Decide from the list​

Some requests have Approve and Reject buttons right on their row in Tasks & Approvals. Approve grants exactly what was asked for. A request with more than one decision waiting, or with hours set per person, has to be opened instead.

Other kinds of requests​

  • Edits to an approved task appear on the task under Pending Task Changes. Click Approve or Reject on each one.
  • Subtask changes appear under Pending Subtask Changes, each with Approve and Reject.
  • Delete, archive and restore requests show a box at the top of the task with Approve and Deny.
  • Time requests are on Adjustment Queue (top of Tasks & Approvals). Rejecting one needs a reason.
  • Space, project and list requests are on the Approvals tab of Spaces.

If you see "Only designated approvers can approve or reject task requests", your admin has named other approvers for that type. See Choose who approves.

Not ready to decide yet? See Pause and resume a request.