After content updates are complete, responses often need validation from subject matter experts or solution leaders. The review process ensures all content meets quality standards before final submission.
Submitting for Review
Like content requests, you can submit items for review in two ways:
From the Outline
- Select one or multiple questions/sections
- Click the "Update" button
- Choose "Submit for Review" from the options
From Section/Question Details
- Open the Section or Question details page
- Click the "Submit for Review" action button
Method 3: From the Web App Grid
Select the completed questions or sections in the grid.
Click the Update button in the top header.
Select Submit for Review from the dropdown menu.
When submitting for review:
- Select the reviewer from the list of Project Collaborators
- Similar to content requests, you can also:
- Assign to other platform users (they'll be added as Collaborators)
- Assign to guest users via email (Learn more in Guest workflow)
- Add comments for specific review requirements
- Click "Submit" to initiate the review
The status changes to "Pending Review," and the Question/Section is assigned to the selected reviewer.
Note: When submitting a Section for review, you can apply the same action to all Questions within that Section in one click.
How the Reviewer is Notified
Assigned collaborators are notified in multiple ways:
Email Notifications
The reviewer receives an email containing:
- Person who submitted the request to them
- Question/Section details
- Project and Document context
- Direct link to review the content
- Any comments from the submitter
New Task Created (Only applicable for Google Workspace users)
A new task (type: Content review) is automatically created for the assignee, which can be accessed from the "My Tasks" tab of the Browser Extension. Clicking on the task opens the respective Section / Question in the sheet or doc, as well its corresponding details page in the Outline.
Taking Review Actions
Reviewers can take two actions:
Approve
- Confirms content meets requirements. Reviewers might make changes in the Google Sheet or Excel directly before Approving
- Changes status to "Approved"
- Reassigns back to original submitter
- Sends notification of approval
- Reviewer's task is marked as completed
Reject
- Returns content for revision
- Changes status to "First Draft"
- Select assignee for updates
- Add feedback comments
- Notifications sent to assigned team member
- Reviewer's task is marked as completed
Note: Only users with Admin roles can approve or reject content. Other team members can still submit items for review and request content updates.