How tasks move through Advvy — from creation to completion, and what you need to do along the way.
What is a Workflow in Advvy?
A workflow is a series of steps that a task moves through before it's complete. In Advvy, workflows are used to make sure the right people review and approve work at the right time — from media plans through to campaign sign-offs.
You don't need to set up workflows yourself — they're configured by your admin team. What you do need to know is how to find tasks assigned to you, take action on them, and understand where things are in the process.
Where to find workflows
Left menu → Workflows / Activity Feed
Who triggers them
Automatic (on record creation) or manual
What you'll be asked to do
Review, approve, reject, or escalate
Notifications
Email and in-app when a task lands with you
How a Workflow Moves Through Stages
Every workflow follows a defined path. Here's the typical journey:
Task Created
A campaign action
triggers a workflow
triggers a workflow
→
Assigned
Lands with the right
person or team
person or team
→
In Review
Reviewer checks
and takes action
and takes action
→
Complete
Approved, rejected,
or escalated
or escalated
? Tip: If a workflow task is rejected, it usually goes back to the previous stage so the original owner can make changes and resubmit. You'll be notified when it comes back to you.
How to Check Your Pending Workflow Items
1
Go to your Workflow queue
Click Workflows in the left-hand menu, or check the Pending Items widget on your Dashboard.
? SCREENSHOT REQUIRED — Location: Left menu → Workflows. Caption: The workflow queue showing pending items.
2
Review the task details
Click on any item to open it. You'll see the task description, which campaign it belongs to, who submitted it, and what stage it's at.
3
Take action
Use the buttons at the bottom of the task to Approve, Reject, or add a Comment. If you're not the right reviewer, you can Reassign the item.
? SCREENSHOT REQUIRED — Location: Workflow task detail view. Caption: Approve/Reject/Comment buttons highlighted.
Key Takeaways
1
Workflows are your to-do list for approvals. If something's waiting on you, it'll appear in your workflow queue and on your dashboard.
2
Tasks move through stages automatically. You don't need to push items forward — just take your action and the system handles the rest.
3
Rejected items go back for revision. If you reject something, the submitter gets notified and can make changes before resubmitting.
4
You can reassign if needed. If a task lands with you by mistake, use the reassign option rather than leaving it sitting.
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