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Upclient

Check the work before the project moves on

Turn on Requires review and a finished task waits for your team instead of completing on its own. Approve it, or send it back with a note and the client fixes it in the portal.

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Your status, their words

Your team works with the task statuses. Clients see friendlier names, so they always know whether the next move is theirs.

  1. 01
  2. 02
  3. 03
Your team
  1. Active
  2. In review
  3. Completed
The client
  1. To do
  2. Under review
  3. Completed

Approve

The task is Completed and anything waiting on it, such as a stage or a workflow, can move.

Request changes

The task goes to Incomplete, the client sees Needs attention, and your note appears in its discussion.

Sent back, fixed, submitted again

When you request changes, the client finds the task marked Needs attention with your note underneath. They update the form or the signature and it comes back to you.

  • Choose a reviewer per task, or leave it to the team
  • Clients can reply in the task’s discussion if something is unclear
  • Status changes and submissions are kept in the task’s activity timeline

Works with workflows

Task status changed and Task status elapsed both see review statuses, so approval can start the next step and a stalled fix can get a nudge.

All triggers and actions

Approved, next task opens

As soon as the questionnaire is approved, the brand assets task opens and the client is told what comes next.

Task status changedTo Completed
  1. 1Set task status: Upload brand assets to Active
  2. 2Send email to the client

Changes still waiting

If a task you sent back has sat at Needs attention for three days, the client gets a friendly reminder.

Task status elapsed3 days in Incomplete
  1. 1Send email to the client

Questions

Who can approve a task?

If you choose a reviewer on the task, only that person can approve it or request changes. A task has to be In review before it can be approved.

Which tasks can I send back?

Tasks that are shown in the portal and have a form, signature or file upload action, while they are In review or Completed.

What about files and contracts?

When you request changes on a file upload, the files the client sent stay on the task and they upload replacements. To have a contract signed again, edit the contract.

Does the client know their work is being reviewed?

Yes. The task shows Under review in their portal, and Needs attention with your note if you send it back.

More of Upclient

All features

Add a review step

Turn on Requires review on the tasks you want to check first.

Get started Read the docs