Tiered Reviews & Optional Approvers

We are seeing a growing need for built-in Tiered reviews or different review levels and the ability to mark an approver as optional. 

Example: 

Tier 1 Review would be an internal or creative review and ideally, we would be able to automate the next steps. If approved at that point, it would move on to the Tier 2 review. If they required changes, we could notify the project manager as we do now and it would kick into revisions and start that process over. 

Tier 2 would be the next level of review - typically this is the original requestor, a marketing strategist, sales manager, etc. 

 

Additionally, we have some reviewers who we deem required and others who it would be nice to hear from but we wouldn't hold a project up waiting for their review. It would be awesome if we could mark reviewers as optional so that if the primary or required reviewers mark it approved, we just considered it approved and can finish the review at that point. 

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Yes! Would love that feature! 

We're managing around the phased review issue by having subtasks for each review phase, assigned to whomever is responsible for keeping the review on track, reconcile conflicting feedback, etc.

On the topic of optional reviewers, would also like to see a way to manage user & guest reviews in a more consolidated way. Ideally, I would be able to send a proof to multiple reviewers & indicate which reviewers are required vs optional & have the status change to approved when all required approvers approve, regardless of any optional reviewers' decisions or lack thereof.  

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Having optional/required approvers would be fantastic - we use Approvals a lot, but have issues when users are on annual leave. It's a pain to change workflows for a few days only to have to change them back.

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Hey everyone, thanks a lot for this feedback! 🙂

Have you thought of using an automated workflow with approvals with 2 steps and configure transitions to emulate 2 review stages?
It's also possible to just @mention the non-mandatory reviewers with an "FYI", for example. Please let me know what you think! 

mdr

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

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Lisa - I appreciate the suggestions and these are things we have considered but would prefer it was rolled up into one part of the workflow and managed through the proofing and approvals tool and process for the tiered reviews. Automation of the workflow isn't an option in our case because we have different people in the approval tiers based on the market or type of project. We'd definitely prefer not to have a bunch of different workflows to manage for each market/project type when projects generally follow the same path, but with different people involved. 

We have, at times, @mentioned someone as an optional reviewer but more often the optional reviewer is a guest review and the review gets into limbo or rather than completing the review we have to either remove them and complete it or just cancel the review if they've not left any comments. It's not ideal - again, being able to mark them optional so that we show that they were added to the review as optional, did or did not leave feedback and we were able to complete that review, would be excellent. 

Thank You!

 

mdr

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Thanks for the tip Lisa! I like that approach a lot, but the majority of our reviewers are guest reviewers who aren't willing to be collaborators.  :(

mdr

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Thanks for providing details for your use-cases! I'm passing them on to the team too. 

mdr

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

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