One-click approvals has long been one of the most popular feature of Metatask. But some processes require more complex approvals, with more than one iteration.
Like a process of drafting a new contract. In many cases reviewer will not want to just reject prepared draft, but would prefer to provide feedback and wait while requested changes are all applied. After all changes are done — review is done again.
In similar processes review may be conducted 3, 5, or more times before a reviewer finally approves:
- Creating a blog post copy and illustrations.
- Drafting a new contract.
- Making a job offer to candidate.
- Approving a budget for a new project.
Review Cycles to the rescue
Review cycle allows you to review work and request changes if needed. In addition to Approve and Reject options you can now also use Request Changes option:
When you request changes all tasks which are part of a review cycle are redone one more time. Tasks are reopened one by one and assigned back to initial assignees.
How to configure and use Review Cycles
You can use regular Approval task to create review cycle. A new option controls if approver can request changes in addition to approving and rejecting.
When this option is enabled, a new “Request Changes” button is available to approvers in addition to familiar Approve and Reject buttons.
When you click on Request changes, you are prompted to provide comments for task assignees involved in a review cycle.
A new comment is added to all affected tasks with the text you provide.
After that Metatask will re-initiate all tasks one by one and assign each task back to the original assignee.
When all tasks are completed approver can review work results again and decide if more changes are needed or approval can be granted.
Which tasks are reopened as a part of review cycle?
If approval task is inside a group — all tasks in this group preceding this approval task will be reopened each time changes are requested by approver.
If approval task is located on a top level of a process, all tasks preceding it will be reopened.
Nested review cycles
It is possible to create a review cycle inside another review cycle.
When “parent” review cycle is “restarted” — all nested cycles will also be restarted as a part of it.
Who can use review cycles?
Review cycles extension for approval tasks is available to all users of all our paid plans.
Meanwhile our team is working hard on a next release which brings more great features:
New Zapier triggers and actions
We’ve added a few more actions and triggers to make it easier to create two-way integrations. You will be able to pass data from Metatask to other system and push results back to your Metatask process.
- When task is created.
- Complete a task (and fill in form fields).
- Search for a process by form field value.
- Add a new comment to a task.
We opening public API so that you can do even more with your data and processes.