Workflow Task Review Automation Overview

The Task Review workflow automation is a structured approval process that keeps records moving through your workflow. When a record needs your decision, you'll see a review panel with clear instructions, documents, and a checklist to guide you. You then approve or reject it—and the system automatically routes it to the next step.

Why Task Reviews Matter:

• Consistency: Everyone follows the same criteria
• Transparency: All decisions are logged with timestamps and comments
• Efficiency: No manual routing—approvals and rejections move automatically
• Accountability: Complete audit trail of who decided what, and when

Getting Started

1. How to Configure Task Review Automations for Amendments. Set up Task Review automation in your workflow, configure reviewer instructions and checklists, attach supporting documents, and establish approval and rejection routing.

2. How to Find Your Assigned Task Reviews. Access reviews through your Activity module, email notifications, or search.

3. How to Complete a Task Review. Step-by-step guide to reviewing a record and making your decision.

While You're Reviewing

1. How to Add Comments to a Task Review. Document your findings, questions, and decision rationale.

2. How to Access Documents and Files in a Task Review. Find and review attached reference materials.

3. How to Save Your Task Review Progress and Resume Later. Work on your review in stages without losing your work.