Tasks and approvals

Overview

Tasks let you require approval before selected file or sharing actions are completed in Couchdrop.

When approval is required, Couchdrop creates a task and adds it to the Tasks page. The action remains pending until an assigned approver approves or rejects it.

Couchdrop supports approval for:

• Shared Links
• File uploads

Share Link Approval

Share Link approval requires a Shared Link to be reviewed before it becomes active.

Users can create Shared Links as normal, but the link will remain inactive until an assigned approver approves it.

Approval can be assigned to:

• Specific users
• Specific groups
• The creator's managers

Managers are determined by the creator's Group Membership settings.

Enable Share Link approval

Go to:

Admin Panel → Tasks → Share Link Approval

Enable Require approval for shared links, then select the users or groups responsible for approval.

Enable Also include creator's managers if the creator's managers should also be able to review the task.

Upload Approval

Upload approval requires files uploaded to a selected folder to be reviewed before they become available.

When enabled, new uploads are staged while approval is pending. An assigned approver can approve or reject the upload from the Tasks page.

Enable upload approval

Open the folder settings and select Upload Approval.

Enable Require approval for uploads, then select the users or groups responsible for reviewing uploads.

Reviewing Tasks

Open Tasks from the main navigation to view pending approvals.

Select a task to view its details, then choose:

• Approve — Allows the requested action to continue.
• Reject — Stops the requested action.

Once the task has been approved or rejected, it is removed from the task queue.

Approval Status

While a task is waiting for approval:

• Shared Links remain inactive.
• Uploaded files remain staged.
• The requested action does not complete.

Approval events are recorded in Couchdrop activity logs.