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Tips for priorities in Proofs for Approvers

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Level 2

Hi - I want to see if anyone has any tips to better prioritize proof approvals for approver users. Right now, my users have full queues and I want to better organize their "my approvals". I understand that we can prioritize projects, does anyone have recommendations on how to use this for proofs? 

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3 Replies

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Level 4

Don't know of a way to do it at the Proof level, but you can consider adding a custom form to the document the proof is associated with. You can then create a Document Version report for proof owners where they can add the priority value and then use the same column to sort in the approver's report.

Another tip: If you create a new form with just the Proof Priority field and add that field as a column to the proof owner's report, they will be able to click in the report to add the value, saving them additional steps for attaching the form to the document. 

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Community Advisor

Have you considered using Project / Issue / Task statuses?

Our users are assigned a task to review a proof, when they're done with the reviewing they need to click done on the task to signify that it's finished.  If the work is tied to a task you can mark it with a higher profile status if desired.

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Administrator

@CassieSt just checking in! Were you able to get this resolved? If one of the replies above helped—whether it completely solved the issue or simply pointed you in the right direction—marking it as accepted can make it much easier for others with the same question to find a solution. And if you found a different way to fix it, sharing your approach would be a great contribution to the community. Your follow-up not only helps close the loop but also ensures others benefit from your experience. Thanks so much for being part of the conversation!



Kautuk Sahni