Check tasks and messages sent for approval
In the My tasks section of your dashboard, you can view tasks waiting for your approval (For me) or for the approval of others (For others). You can also view any tasks that you have completed. We'll walk you through how that works.
Basic functions
- This option allows you to select and deselect all your tasks.
- Click the rubbish bin icon to delete any selected tasks.
- Using the More option, you can mark messages as Done in bulk.
Caution: Marking as done is not the same as approving the task. The post will be only sent out once it was approved.
- You can also refresh your task view.
Caution: When looking at your tasks, any posts that have not yet passed their scheduled date/time will say Scheduled underneath them.
Tasks past the post's scheduled date/time will say Received. If you approve these posts, they will be sent out immediately. If you would rather reschedule them, be sure to do so before approving the post.
For me - Viewing tasks assigned to me
- Click Publish from the main navigation and then select Tasks from the menu on the left.
- You can select the date range you would like to view by clicking the calendar icon .
- Use the Search field to search using one or more keywords from the body of the message.
- Click the Approve/Reject button to review the message in Compose view.
- Select Comment to leave a note for the user which assigned the message.
- From the Compose Box, you can approve the message by clicking Approve & Send.
- Select Reject to send the post back to the person who submitted it for approval, and you'll also be able to include a note advising why you rejected the post.
- Send for Approval allows you to reassign this task to another user account for approval.
For others - Viewing tasks assigned to other user accounts
- Select the Publish tab from the main navigation, then select the Tasks > For others option in the drop-down list.
- You can select the date range you want to view by clicking the calendar icon .
- Use the Search field to search using one or more keywords from the body of the message.
- If no longer needed, you can also delete a task.
- Click Review & Approve to review the message and approve on the user's behalf.
- Select Comment to leave a note for the user account assigned the message.
Completed - Viewing my completed tasks
- To see all completed tasks, please click Publish, then select Tasks > Completed from the menu on the left.
- If the task has been completed, you can Mark as done.
- You can collaborate and exchange Comments with the assignee or add additional notes for them/yourself.
- You can also Delete a task from the Completed view.
- If you would like to make further changes to the content of the task, you can Review & Approve it again.