Requests & approvals

Requests let clients propose work without silently adding a new commitment. Completion approval lets providers review eligible client work before marking it complete. These are separate steps.

Request work as a client

1. Open the intended project and choose Request work, or open Requests and use the request control.
2. Complete Request new work, including its title, description, project, phase, ownership, and dates as applicable.
3. Select Submit request.
4. Check the request in Requests or its task drawer.

Both client admins and client team members can request work in an active, writable project. The task starts Requested. It is excluded from committed progress and the committed timeline until accepted, and cannot be completed while pending.

Accept or decline as a provider

1. Open Requests, or open the requested task.
2. Review the proposed work.
3. Choose Accept request to make it committed work, or Decline to decline it.
4. Confirm the resulting status.

Both provider admins and provider team members can make this decision. Accepted work becomes Open. Declined work remains labeled Declined, stays outside committed metrics, and cannot be completed. A request decision cannot be repeated.

Use the conversation to clarify scope before making the decision. Do not treat the request’s existence as acceptance.

Require approval of client completion

A provider can select Provider approval required for client completion in the task editor.

1. The eligible client user finishes all checklist items and predecessors.
2. They use Update status and choose Completed.
3. The app moves the task to Review.
4. A provider opens the task, checks the work, and chooses Approve completion.
5. The task becomes Completed once the completion requirements are satisfied.

This is provider approval of client completion. It is not a separate client sign-off feature for provider-owned work. A client can submit completion only on a client-owned task that is unassigned or assigned to them.

Troubleshooting

A request is absent from progress. That is expected until a provider accepts it. A declined request remains excluded.

Completed changed to Review. The task requires provider approval. Ask the provider to review it.

Approve completion fails. Check unfinished dependencies and checklist items, and confirm the project remains active and writable.

You cannot submit a request. Check the workspace and project state. A client must also have access to the project’s client scope.