Introduction
Use this article when you want to review open tasks, annotations, or text proposals within a document. In addition to the task overview, Tangelo provides a dedicated review mode that allows you to efficiently process feedback and proposed changes.
Summary
After following these steps, you can review comments and text proposals, apply changes where appropriate, and close completed review items.
Overview
Review tasks from the task overview
The task overview displays tasks that are assigned to you, created by you, or, if you have the required permissions, assigned to other users.
The overview can contain different types of items, including:
- Tasks
- Annotations
- Text proposals
From the overview, you can open and navigate directly to individual items.
Review items using the review mode
The review mode provides a dedicated interface for reviewing annotations and text proposals within a document.
- Open the document.
- Click on the button for Review mode.
- Use the available filters to narrow down the displayed items. Filter items by:
- Type
- Status
- Assignment
- Due date
- Select an item to review.
- Review the content and any associated comments or proposed changes.
- Resolve comments or apply text proposals as appropriate.
- Close the item once no further action is required.
Closing review items
Resolving a comment or applying a text proposal does not automatically close the item.
After completing the review, close the item to indicate that no further action is required.
Items that remain open continue to appear in review overviews and may also be included when a document is copied or rolled forward.
Expected Result
The selected review items have been processed and closed where appropriate. Open review items remain available for further action.
Remarks
- The Review module is an optional feature and may not be included in your organization's subscription.
- Users can only access review items for documents they have permission to view.