I review documents

A document's reviewing, and its subsequent approval, are carried out from MoonDesk's web app. In order for a document ro be reviewed, it must be inside a task, whether it's a design request, or a review request.

Requisites for reviewing a task

• Reviewer or owner roles:

  • You must have been assigned as a reviewer, or be the task's owner in order to be able to perform the review.

Steps for reviewing and approving a document

1. Accessing the task:

   • Log in MoonDesk web app.

   • Navigate towards the Tasks section from the main menu.

2. Selecting the task:

   • Look for the task that has the document to be reviewed. You can use the search filters if needed.

3. Opening the task:

   • Click on the task to open it. Here you will be able to see all details and documents associated to it.

4. Reviewing the document:

   • Open the document that you need to review. Verify that it fulfills the requirements and specifications indicated in the task.

5. Making comments or requesting changes:

   • If you find something that needs to be corrected, you can add comments or ask for changes directly on the platform.

6. Approving the document:

   • If the document matches all specifications, mark the task as reviewed, and approve the document.

7. Notifying the assignee:

   • Once the document has been approved, the assignee will receive a notification indicating that the document has been reviewed and approved.

In order to obtain more information and details about how to review and approve documents in MoonDesk, please visit the following link:

Reviewing a task