How It Works

Follow each step in Cards.

  • Approval is an accountable decision and should retain its evidence.
  • Avoid moving consequential decisions into disconnected email or chat.
  1. 01

    Open the Review or Client Review Card and inspect the submitted work and criteria.

    Cards screen demonstrating step 1: Open the Review or Client Review Card and inspect the submitted work and criteria.Inspect the review context and submitted asset
    Step 1 screen focusOpen the Review or Client Review Card and inspect the submitted work and criteria.
  2. 02

    Review relevant comments, files, prior decisions, and requested revisions.

    Cards screen demonstrating step 2: Review relevant comments, files, prior decisions, and requested revisions.Review comments and Decision History
    Step 2 screen focusReview relevant comments, files, prior decisions, and requested revisions.
  3. 03

    Approve the work only when the stated outcome is satisfied; otherwise request a specific revision.

    Cards screen demonstrating step 3: Approve the work only when the stated outcome is satisfied; otherwise request a specific revision.Approve or request a specific revision
    Step 3 screen focusApprove the work only when the stated outcome is satisfied; otherwise request a specific revision.
  4. 04

    Confirm the next Deliverable or dependent Card becomes ready.

    Cards screen demonstrating step 4: Confirm the next Deliverable or dependent Card becomes ready.Confirm the next Deliverable becomes ready
    Step 4 screen focusConfirm the next Deliverable or dependent Card becomes ready.
  5. 05

    Use Project history to trace the decision, handoff, and final result later.

    Cards screen demonstrating step 5: Use Project history to trace the decision, handoff, and final result later.Use Decision History to trace the outcome later
    Step 5 screen focusUse Project history to trace the decision, handoff, and final result later.
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