Run a review

Before you start Know what you're reviewing and who should weigh in. For a quick start, you can also right-click an item and choose Send for Review.

1. Start a new review and choose the type — Peer review for feedback, or Approval review when sign-off is required.
2. Add the items in scope.
3. Add reviewers — Add from your organization, search by name or email, or Invite by Email — and set a Moderator.
4. Set the rules: the Vote label, Votes per user, and Required approvals to complete.
5. Add instructions or context for reviewers, check the Review Summary, and choose Create Review.

Result The review opens and reviewers are notified. It moves from Draft to Active, and you can track it in the Review Center.

Before you start Open the review assigned to you from the Review Center.

1. Work through the items in scope and read the context the moderator provided.
2. Leave comments where you have feedback or concerns.
3. Cast your vote — Approve, Request Changes, or Reject.

Result Your decision and comments are recorded against the items, visible to the moderator and the other reviewers.

1. As moderator, watch progress against the required approvals.
2. If a reviewer is unavailable or the review stalls, Escalate it to the right person.
3. Once the required votes are in and changes are addressed, close the review.

Result The review reaches Completed with a full record of who reviewed what, what they decided, and when. See Workload & status for tracking across many reviews.