NetClose - Review and Approve Close Tasks
Prerequisites
Close task have been generated, started, and are now ready to be submitted for review.
Assigning a Reviewer A task cannot be submitted for review unless it has a reviewer assigned to it. The only way to assign a reviewer to a task is by updating the task template itself. If no reviewer was assigned, the task will be marked as completed once finished without going through the review process. |
How to Submit a Task for Review
There are two ways you can navigate to a list of your generated tasks:
- To open a list of your generated tasks for this period: NetClose > Tasks > Prepare Close Tasks
- To open the Task Board: NetClose > Tasks > Open Task Board
Preparers and reviewers can take action directly from the task list page. The final column of each task includes action buttons and status indication badges. This allows assignees and approvers to take action directly in each line of the table without having to open anything. When hovering over any button the action that button takes will be explained. Below is an explanation of each action button.
Submit for review | |
Mark complete with no approver | |
Mark complete as the approver | |
Send back for edits |
There is a setting in the NetClose System Setup called "Require tasks to be started" that controls the in-line actions. If this setting is turned on, then before a user can submit a task for review they will have to "Start" that task and put it into "In progress" status. If this is the case, the user will first see a play button that says start when hovered over, instead of seeing a forward arrow. Once the user clicks that button they will then see the forward arrow. This is used for companies that want to track how long a task is in progress. By default, this setting will be off.
Action can also be taken with the task open, click into the task to open it up and click the buttons to progress the task as applicable:
Mark Blocked | Click this to change the status to Stuck. Use this to flag tasks that have problems. |
Mark Complete | Click this to change the status to Complete. |
Submit for Review | This option will show when the task has a reviewer specified. Click this to change the status to Submitted for Review. The task will then show on the Review Task list. |
Restart | Click this to reset the task status to Not Started and remove all comments and start and completed dates. |
How to Review Close Tasks
Tasks with a reviewer specified will show in the Review Task list after the preparer submits for review. Navigate to NetClose > Tasks > Review Close Tasks. The list will automatically be filtered to the current period and user as the approver. The list can be filtered as needed.
Click the Plus Sign next to the task to open the details. Click the buttons to progress the task as applicable:
Send Back for Edits | Click this to change the status to Sent Back for Edits. The task will show in the Prepare Task List for the preparer. The preparer can then resubmit the task for review. |
Approve | Click this to approve the task and change the status to Complete. |
Restart | Click this to reset the task status to Not Started and remove all comments and start and completed dates. The task will show in the Prepare Task List for the preparer. |