Client Approval Workflow in Atarim

Step-by-Step Guide

1. Prepare Tasks for Client Review

Before sending tasks for approval, ensure all necessary work is complete and reviewed internally.

Instructions:

1. Review task details, attachments, and any updates from your team.
2. Confirm that all information needed for the client’s review is present and accessible.

2. Move Tasks to “Pending Review”

When tasks are ready for client feedback or approval, move them to the Pending Review status. The Pending Review status notifies clients that their input is needed.

Instructions:

1. Locate the task on the Board Page or Inbox Page.
2. Drag and drop the task into the Pending Review column or manually update its status.

Note: This status change notifies the client, prompting them to review and approve the task.

3. Notify the Client for Review

Clients receive automatic notifications when a task is marked as Pending Review. You can also add a personalized comment to provide context. Clear communication speeds up the approval process.

Instructions:

1. Open the task and leave a comment for the client, summarizing the key points they should review.
2. Mention specific areas that need their approval or feedback.

Tip: Keep comments concise and provide direct guidance to help the client review efficiently.

4. Approve Page Functionality

The client has two ways to approve work: task-by-task or using the Approve Page button on the project front end.

Instructions:

1. Direct the client to the front-end project view.
2. Client can click the Approve Page button located in the bottom bar.
3. This action indicates that all required changes on the page have been completed and approved.
4. When approving the page, the client can choose to mark all open tasks on that page as complete. If selected, all related tasks will automatically be updated to Complete status.

Note: The Approve Page feature simplifies the approval process by handling multiple tasks simultaneously.

5. Address Any Additional Client Feedback

If the client requests changes instead of approving, make the necessary updates and resubmit the tasks for review. Effective handling of client feedback ensures their requirements are met without causing delays.

Instructions:

1. Implement the requested changes and update the task details.
2. Move the task back to Pending Review and notify the client.

Recommendation: Use Atarim’s annotation tools to clarify client feedback and ensure all comments are addressed before resubmitting.

6. Complete the Approval Process

Once the client has approved task move the tasks to the Completed status. Finalizing approved tasks ensures your team can move on to the next steps.

Instructions:

1. Drag approved tasks to the Completed column on the Board Page or Manually mark task as complete on Inbox page.
2. Update project documentation to reflect the completed status of tasks.

Tip: Celebrate team milestones to maintain high morale and recognize contributions.

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