Reviewing a task against criteria

Choose a flow

Situation

A Task must be checked against criteria before it counts as done.

Recommendation

Submit the Task for review; the reviewer scores the configured criteria and decides.

Why

Criteria make Task acceptance consistent across reviewers and record why a Task was accepted or returned.

Steps

1. The assignee completes the Task and submits for review.
2. The reviewer opens it and reads the criteria.
3. Score each criterion.
4. Accept, or return with comments.

Avoid

• Mark the Task done skipping review.

Roles & permissions

Task owner; Task reviewer.

Related

• Starting a task warns of unfinished dependencies
• Closing a parent task with open sub-tasks
• Projects & Tasks
• Playbook: Project manager: plan, time, budget, P&L