- Go to your project. Ensure that you are in the User mode.
- Click on Tasks.
- Click the record that was sent for approval.
- View the record status and click task status: Not Started.
Note: In the current workflow step, Approval is indicated in bold. You can select a step to view which assignees performed tasks for that step.
- Click the Revision step and click View Graphic to open the workflow graphic showing tasks steps and links. The current step is highlighted.
- Click Close Window.
- Click Accept Task and view the line items related to your Design Reviews record.
- Click the Line Items tab, select a file, and click Download.
- Click Open to open the document, review the content, and click Save to save the file.
- From the Workflow Actions list select Approve.
- Review the changes in Action Details.
Note: The Action taken is Approve and the To option is disabled. No assignees are present because the system routed the record to the End step.
- Click Send to conclude the approval process.