ANTE User ManualApproval & Review Tasks
Approve, send back, or complete tasks that have been handed to you for review. In ANTE, tasks awaiting your decision are collected in the Review tab of the Tasks page — there is no separate "Approval" screen.
Overview
When someone submits a task for your sign-off — either by sending it to you for review, or because a process/approval step routed it to you — it appears in the Review tab. Opening the task shows the appropriate decision buttons based on the kind of task:
- Standard review tasks — a task an assignee finished and sent to you with Send for Review. You decide whether to accept it (Set Complete) or send it back (Reject).
- Process / approval-step tasks — tasks created by a workflow (Process or Order Fulfillment) that need your approval to advance. Their title starts with a bracketed instance code, e.g.
[OF-1024] Approve Purchase Order. You decide whether to Approve (advance the workflow) or Send Back (return it to the previous step for revision).
How to Get Here
- In the sidebar, open Workspace → Tasks.
- Click the Review tab. The badge on the tab shows how many tasks are waiting.
- Click a task row to open its detail view.
The Tasks Page Tabs
The Tasks page groups your work into tabs:
- Tasks — your active tasks to work on
- Review — tasks awaiting your review or approval (this page)
- Paused — tasks that have been paused
- Assigned — tasks you assigned to others
- Collaborate — tasks you are collaborating on
Reviewing a Standard Task
When you open a task that an assignee submitted to you for review, an Under Review banner appears at the top showing who submitted it (the reviewer is you).
Step 1 — Open the task
From the Review tab, click the task to open its detail view.
Step 2 — Review the work
Read the task description, any attached form (FDD), comments, and deliverables.
Step 3 — Decide
The banner shows two buttons:
- Set Complete — accept the work and mark the task done.
- Reject — return the task to the assignee. A prompt appears asking "Why are you rejecting this task?" — a reason is required before you can submit.
Approving a Process / Approval-Step Task
Tasks generated by a Process or Order Fulfillment workflow are submitted for review automatically. When you open one, you'll see the decision buttons for the workflow step.
Step 1 — Open the task
From the Review tab, click the task (its title begins with a bracketed code such as [OF-…] or […]).
Step 2 — Review the details
Review the task and any attached form. For approval steps, an Approval Required banner is shown.
Step 3 — Approve or send back
- Approve — approves the step and advances the workflow to the next step.
- Send Back — returns the task to the previous step for revision. A prompt appears for the reason — a reason is required before you can send it back. The reason is shown to the person who must revise the work.
Force Completing a Task Under Review
For a regular (non-process) task that is under review, you can also use Force Complete from the task detail to immediately close it out without going through the full review banner.
Reopening a Completed Task
If a task has already been completed and needs to be revisited, open it and click Reopen. A confirmation warns that the task is already done and that reopening moves it back to In Progress — confirm only if necessary.
Common Tasks
Approve a task awaiting your review
- Go to Workspace → Tasks → Review tab.
- Open the task.
- Click Set Complete (standard review) or Approve (process/approval step).
Send a task back / reject it
- Open the task from the Review tab.
- Click Reject (standard review) or Send Back (process/approval step).
- Enter the reason (required) in the prompt.
- Submit. The task returns to the assignee or previous step for revision.
Tips and Best Practices
- Check the Review tab regularly — the tab badge tells you how many tasks are waiting.
- Always give a reason — both Reject and Send Back require one, and it tells the person what to fix.
- Open the form — for tasks with an attached FDD form (quotations, purchase orders, etc.), review the form contents before deciding.
Related Pages
- My Task — Tasks assigned to you
- All Tasks — View all tasks in the system
- Task Dashboard — Overview of your tasks and counts
💡 Note: Whether you see Set Complete / Reject or Approve / Send Back depends on how the task reached you. Standard tasks sent with Send for Review show Set Complete / Reject; tasks created by a Process or Order Fulfillment workflow show Approve / Send Back.