Interacting with built-in task workflow

Last updated: October 22, 2024

What is the task workflow?

The task workflow is our built-in system for automatically handling the handoff between preparers and reviewers for any given task. This system automatically notifies reviewers when tasks are submitted and enables tasks to be returned with comments. You can access it from all tables and sidebars in the product!

How does it work?

  1. Tasks are assigned to preparers and reviewers

    1. Task Status: Assigned

  2. When a preparer submits a task, a notification goes out over Slack to the reviewer

    1. Task Status: Prepared

  3. The reviewer is now able to approve the task

    1. Task Status: Completed

  4. Or, the reviewer can return it to the preparer with an optional comment which sends the preparer a Slack notification

    1. Task Status: Assigned (the workflow is reset)

  5. At any given point, users can also unsubmit their own tasks to step back in the workflow and correct any accidental submissions. This action is also logged in the Activity of every task.

Assigning a reviewer is optional. In the event a task does not have a reviewer assigned, it is considered Complete as soon as the assigned preparer submits the task.

What does it look like (as a diagram)?