Filter Tasks Based on Approval status "Approved" or "Changes required"

Today it´s possible to filter reviews (by stage): Filter tasks by the status of files in Review. Choose between pending review, reviewed, and unassigned.

The status "Reviewed" includes both "Approved" and "Changes required". What we want is the possibility to filter by theese two statuses. Then we could create a dashboard widget showing all the "changes required" reviews wich is the ones that we need to do work on. 

 

Upvote 8
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
6 comentários

yes please we need this as well - changes required gets lost in the mess at the moment

 

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Yes, please. I had another thread about this exact problem, but no workable solution was offered yet.

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

The current filters make a project that needs changes look complete. This seems a bit silly and easy to miss. Please deliver a solution to this issue🙏

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I would also like to see if we can get a widget that is filtered for items that do not have an approval.  We have an intake dashboard, and some things we need approvals on and some are ready to go. Would like a widget to include everything that is either approved, or does not have an approval step assigned.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Juan

Hi all! Thank you for sharing your use cases in this thread and for supporting this suggestion. Since the approvals with a "Changes required" status are understood as "Rejected", it would be possible to create a custom widget to display only rejected approvals:

Is this what you were looking for? 

Joshua Zaidel, it wouldn't be possible to create a widget to include tasks that have been approved and also tasks without approval, because when you select the "Appoved" filter, you exclude tasks that have not been approved - and tasks without approval cannot be approved. However, you could move all the tasks you consider approved to a specific item (a folder, for instance) and create a dashboard that only displays tasks included in this item.

Would this be an option for you?

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Thats an interesting thought. If something needs an approval it starts in one folder, and then when approved, use an automation to move it to another folder, and utilize that from the dashboard. I'll try that - Thanks!

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Filter Tasks Based on Approval status "Approved" or "Changes required"
[this list is visible for admins and agents only]

Alto
Didn’t find what you were looking for? Write new post