Modules · Approvals

Feedback on the artwork, not in the inbox

Flyer, poster, trade-fair wall or brochure: attach the artwork as an image or PDF to the task, and your team marks right on it what needs to change — until it is clearly approved. No more “see page 3, top left”.

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Plugin · free · 2 members free

team.workyoo.com/tasks/…#approval
Approval on a task with pins and comments Approval on a task with pins and comments

Everything at a glance

What approvals in workYoo can do

Image & PDF

The artwork sits large on the task, PDFs page by page with zoom.

Pins & areas

Comments right on the artwork — with replies and “resolved”.

Your own rules

Everyone, any one or in sequence — set per approval.

Versions

Open items move along, compare side by side or with a slider.

Reminders

Two days before the deadline, to all required reviewers who haven’t decided yet.

Safe within the team

Visible only to those who can see the task. Every decision is logged.

On the task

The artwork comes first

The approval belongs to the task it is about. Anyone who opens the task sees the artwork large at the top — with status, version, open comments, deadline and a “your turn” hint. One click opens the full-screen review. A task can hold several approvals, for example a flyer and a poster.

  • Images (JPG, PNG, WebP, GIF) and multi-page PDFs
  • Just drag the file into the “Approval” tab
  • Deadline per approval, follow-up when it is exceeded
  • Files checked, virus-scanned and stored encrypted
team.workyoo.com/tasks/…#approval
Approval with artwork, pins and comments Approval with artwork, pins and comments

Mark up

Comments exactly where they belong

One click sets a pin, dragging marks an area. The pin shows the face of whoever set it and the number of replies. Every comment is a small thread: reply, mark it resolved or turn it into a subtask with one click. For feedback on the whole piece there are general comments.

  • Pins and frames, movable afterwards
  • Hover and click link pin and comment
  • Reply, resolve, comment → task
  • PDF page by page, with zoom
1

Jen · page 1

Please make the logo a little bigger and move it to the left.

Chrissy

Done in version 2 ✓

Example of a comment with a reply

Decide

A clear decision — by your rules

Every reviewer decides with one click: approved, approved with changes or rejected — with a comment if they like. For each approval you define when it counts as approved: all required reviewers, any one approval, or in sequence by stages (first the department, then management). Every decision is recorded with a timestamp.

  • Required and optional reviewers, whole groups too
  • “With changes” counts — or not, as you decide
  • Status at a glance: “Reviewers 3/6” with traffic light
  • History of all decisions and rule changes

Your decision · version 2

✓ Approved ✎ With changes ✕ Rejected

Rule: in sequence · stage 1 marketing · stage 2 management

How it works

From draft to approval in three steps

Attach the artwork

Drag an image or PDF into the “Approval” tab, pick reviewers, rule and deadline.

Mark up & decide

The team sets pins, discusses in the thread and decides with one click.

New version, done

File the correction as a new version — open items move along until everything is approved.

Versions

New version, everything open moves along

When the corrected draft arrives, file it as a new version — with a button or by drag & drop into the review. Open comments move along, resolved ones stay with the old version. Decisions apply per version, so the team reviews the new draft from scratch. The comparison puts two versions side by side or on top of each other with a slider.

  • As many versions per approval as you need
  • Compare side by side or with a slider
  • Older versions remain viewable
  • Pins can be adjusted to the new layout

Nobody forgets anything

Notified, reminded, automated

Whoever’s turn it is gets a message in the notification centre and by email — with a button that opens the review directly. Two days before the deadline, workYoo reminds the required reviewers who are still missing. The automation plugin takes it further: once approved, the task can, for example, move to the next workflow step.

  • Notifications can be switched off per type in your profile
  • Reminder before the deadline, follow-up afterwards
  • Smart Filter “approval status” incl. “my turn”
  • View and decide in the workYoo GO iPhone app, too

Before · after

Review rounds without email ping-pong

Until now

  • PDF by email, replies spread across five threads
  • Screenshots with red scribbles
  • “Which version is the current one now?”
  • Nobody knows who still needs to sign off

With workYoo approvals

  • One artwork, every comment right on it
  • Pins and areas instead of scribbles
  • Versions with comparison
  • “Reviewers 3/6” — and whoever is missing gets a reminder

FAQ

Frequently asked questions

What do approvals cost?

Nothing. The approvals plugin is free and can be activated for the whole team under Admin → Plugins.

Which files can be reviewed?

Images as JPG, PNG, WebP or GIF, plus multi-page PDFs. Every file is checked, virus-scanned and stored encrypted.

Who can see an approval?

Exactly the people who can see the task — no exceptions. If a reviewer wouldn’t have access, you can add them to the task as an assignee right away.

Can customers without an account approve?

No, reviewers are members of your team. That way an approval is just as protected as the task itself.

What happens with a new version?

Open comments move along, resolved ones stay with the old version. All decisions start over, because every version is reviewed afresh.

Are approvals available on the iPhone?

Yes. In workYoo GO you can see approvals on the task and decide right away.

Works great with

No more email ping-pong

Activate the approvals plugin for your team — free.

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