TLDR: Yes, you can review tasks in your task manager before assignment by selecting the check, choosing "Review myself," adding notes, and recording your decision. This feature is available only to clients on compliance and enterprise packages on the CDD Platform.
Yes, you can review tasks if they are in your task manager, even before they have been assigned. You do this by selecting the check, clicking “Review myself”, adding optional notes and recording your decision. Your decision and notes will be added to the check’s activity log.
If you feel unable to review this yourself you may be able to assign this to a colleague to review, depending on your user permissions.
Why can’t I review checks?
This functionality is only available to clients on the compliance and enterprise packages. Speak to your Thirdfort account manager to discuss changing your package.
This guide is for Thirdfort Clients using the new CDD platform. This article may not apply if you have not yet been migrated to the new platform or access Thirdfort via a partner or reseller