This guide explains how clients use HTech PM to review work, approve deliverables, and request revisions. Use this workflow to keep approvals organized and avoid delays.
Where Approvals Appear
When your provider submits work for review, you will typically see approval items inside your project. Depending on your configuration and theme, approvals may appear in one or more places:
- Inside the project overview
- On a files tab (for file-based approvals)
- On a tasks tab (for task-based approvals)
- In project discussions (as a message prompting your review)
If you do not see an approvals area, use the project Discussions or Files sections to locate the latest deliverables.
File Approval Workflow
File approvals are used when your provider uploads a deliverable for you to review (examples: design mockups, documents, spreadsheets, exports, screenshots).
Step 1: Open the Deliverable
- Open your project
- Go to the Files area (or the latest discussion post that contains the file)
- Download and review the file
Step 2: Choose One Action
After reviewing, choose one of these actions based on your needs:
- Approve the file
- Request revisions
Task Approval Workflow
Task approvals are used when your provider completes a milestone and needs confirmation before moving forward (examples: “Homepage Design Approved”, “Content Approved”, “Go-Live Approved”).
- Open your project
- Go to the Tasks area
- Open the task marked for review
- Approve or request revisions
How to Request Revisions
If something needs changes, request revisions instead of approving. This keeps the workflow clear and ensures your provider has the details needed.
Revision Request Best Practices
- Be specific about what to change and where
- Reference page names, section titles, or filenames
- Provide examples when possible
- Combine feedback into one request to avoid multiple revision cycles
If you are providing visual feedback, screenshots are strongly recommended.
Recommended Revision Format (Copy/Paste)
Use the format below when posting a revision request:
Item: (File name or Task name) Location: (Page/section/URL) Requested change: (What to change) Notes: (Any extra context) Priority: (High/Normal/Low)
What Happens After You Request Revisions?
After you request revisions, your provider will usually follow this workflow:
- Mark the item as needing changes
- Make the requested updates
- Upload a new file version or update the task
- Send the updated item back for approval
In most cases, you should expect to review a new version rather than the original file being overwritten. If you are unsure which version is the newest, check timestamps or ask in the project discussion.
How to Avoid Approval Delays
- Respond to approval requests promptly
- Provide consolidated feedback instead of multiple small messages
- Attach screenshots for visual changes
- Confirm final approval explicitly when satisfied
Troubleshooting (Client Side)
I cannot find the deliverable
- Check the project Discussions for the latest message
- Check the Files area for recent uploads
- If still missing, ask your provider to confirm the upload and resend the link
I approved the wrong item
- Post a message immediately in the project discussion
- Explain what needs to be corrected
- Reference the file name or task name
My file will not download
- Try a different browser
- Disable browser extensions that may block downloads
- If the issue continues, request the file be re-uploaded