Approve / Reject Tasks

This guide explains the standard process for approving or rejecting tasks in MergePoint — no matter what type of workflow you’re working in.

1. Receive a Task Notification

• When you are assigned a task, MergePoint sends you an email notification.

• The email includes:

  • The task number

  • A “View Task” button to open it directly in MergePoint

2. Open the Task

• Click the “View Task” button in the email.

• This will open the task page in MergePoint.

• You’ll see:

  • Details panel — all fields, data, or metadata for the task.

  • Reference/preview panel — supporting documents, images, or records.

3. Review the Task

Before taking action:

• Check all required fields are completed.

• Verify accuracy against source requirements or business rules.

• Review system alerts (e.g., overdue, low confidence, data mismatch).

• Read any notes or history from previous steps.

4. Take Action — Approve or Reject

• Approve — confirms the task is correct and can move forward.

• Reject — sends it back for correction or stops further processing.

Both options are located in the bottom-right corner of the task view.

5. Provide Comments (Required)

When you click Approve or Reject:

1. A confirmation modal will appear.

2. Enter your approval or rejection comments (mandatory).

3. Click Approve or Reject again to confirm.

6. After Your Decision

• The task’s status updates immediately.

• Your action and comments are logged in the task history or approval timeline.

• The workflow automatically routes the task to the next step — whether that’s finalization, handoff, or rework.

Best Practices

• Be specific in comments — clear reasoning reduces back-and-forth.

• Always check system flags before approving.

• Don’t approve incomplete work — send it back for correction instead.