File Approval Tweaks
I feel like the file approval process could be improved, or perhaps there are customizations available that I'm not aware of.
- "Approved with changes." When there's just a misspelling or a small tweak, I don't need to review the entire file again. Is there a way to turn on an "approved with changes" option? Or, at the very least, allow me to add a comment when I click the approve button so I can simply add, "with indicated changes"?
- "Changes required." This is a perfect button. However, when I use it, the Wrike bot stamps "REJECTED" on the task. It's not like everyone on my team is hyper-sensitive, but I would never tell someone that their work was REJECTED, especially if I'm just looking for a few small changes. Is this customizable? Or is there a reason behind this behavior?
Yes, please! All of this. I have a whole "rejected" speech when I train people on Wrike. It's a little jarring to see that your work is "rejected".
when you clic on approve a space to add some comments appears and also when you clic on reject. Can you use to add some info about changes.
You can also use add a new status on Workflow called "Approved with changes" to infor people that task is not closed, it's ok but you need some changes.
In addition, if you approve a specific file, you can, via Wrike, open it and mark comments to notify you where there are changes to be made.
For your point 2 you cannot personalize the text "Rejected" but you can use Automation and create a rule when task is Rejected to add a nice message to assignee
I agree with Teddy above. Our approvals are automated through the task status, and we'd love the ability to branch which status the approval decision sends it to, beyond just approved/rejected ("Changes Required" would be a better choice of wording).
Additionally, We have multi-step approvals and I'd like to files that were attached to the first approval to be included automatically in the second approval. Here's the workflow I'm referencing...
When "Concept / Dims Review" is approved, it automatically transitions into "Submitted for Approval" (which is our management review). The approvers for the first approval are different than the approvers in the second approval. The first approvers have to remember to attach the files they approved at "Concept / Dims Review" to the next round approval because they are not automatically brought forward. This is an extra step that is easily trained, but very prone to human error.
Thanks for your feedback here, folks! I'd suggest upvoting this thread in our Product Feedback forum too if you haven't yet 👍
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Thank you Pietro Poli. That comment field pops up when you reject a task, perhaps? I don't see it when I reject a file.
Hi Teddy, sure when you clic on "reject" you see this popup
also for reject a file, you have to clic on"Changes Required" and popup appears
I like the changes-required comment window Pietro Poli shared. We don't seem to have that in the Proofing feature. Or maybe it is within the Project structure? I think I have seen it when I set up approvals in a Request Form.
I also like the workflow solution from Trevor Tollefsbol. I will try that out as a workaround for now. Thanks!
Hi Kelly R to obtain this kind of behaviour you have to de-select "Approve files only" when you create approvals.
Pietro Poli Thanks! We are going to try it out!
Pietro Poli That was a fantastic tip! We have been using it for a couple of days and it is a game changer. Thanks for staying with the conversation until I got it right!
Likewise, Pietro Poli - that works great. Thank you.