How do I approve or reject a task?
Open Approvals to see the tasks waiting for you. Open a task, then click Approve or Reject and write a short comment.
Who can do this: Admin, Partner, Company SecretaryLast checked: 19-10-2026
Find the tasks waiting for you
- Click Approvals in the left menu.
- The list shows the tasks waiting for your decision. Click a task to open it.
- Read the work and check the files.
Give your decision
- In the Approval box, click Approve or Reject.
- A small window opens. Type a short comment.
- Confirm your choice.
What you will seeThe box shows Approved or Rejected with your name and the date. Your comment is added to the task comments.
If you reject
Rejecting does not change the task status or the assignee. The person who sent the task decides what happens next. They can correct the work and send it again, or give it to someone else.
Good to knowAlways say what must be corrected. A clear comment saves time for everyone.
You see the Approve and Reject buttons only when the task was sent to you and you hold the approver permission.
Cannot see this on your screen?
- Your role must be one of these: Admin, Partner, Company Secretary. If it is not, ask your Admin to check your access.
- If your firm’s trial has ended, DueFiler is read-only. You can see everything, but you cannot add or change anything.
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