# Assignment and Approval Workflows

March 31, 2026

Approval workflows help teams review 1up-generated answers quickly and accurately. Here’s a simple guide to how they work.

## Assigning answers to SMEs

Subject Matter Experts (SMEs) can help you review any answer generated by 1up. Click the **Assign** icon in the top-right of any question to route it to a teammate.

You can:

- Assign to any Collaborator (you have unlimited Collaborators)
- Set a question owner
- Add a due date
- Leave a note explaining what needs review

The assignee will receive a **notification via email** or Slack/Teams/Google Chat, depending on the channel you choose. Hovering over the icon will reveal all assignees:

Once a query is assigned, 1up will automatically change its status to **Under Review.** The assignee then needs to **Complete Assignment** or can respond to you via the **Comment Stream**.

Unhappy with the edits? Click **Answer History** to revert to an earlier version.

## **What Multi-User Assignment Allows**

### 1\. Assign a Question to Multiple People

You can add as many reviewers as needed to a single question. Each assignee will receive a notification and see the task in their Assignments view.

### 2\. Designate an Owner

Every question can have **only one owner**.

The owner:

- Has final approval authority
- Oversees the answer’s completion
- Cannot mark the assignment complete until all other reviewers finish or are unassigned

## Optional: Push Assignments to Chat

Many teams send assignments to dedicated channels, such as **#rfp-review**, **#presales**, or **#questionnaires**, so reviewers see items immediately.

You can also assign items in bulk by selecting multiple questions or full sections at once.

## Monitoring Progress in the Assignments View

Go to the **Assignments** tab to see:

- All open assignments
- Who they’re assigned to
- Status and due dates

Reviewers can work directly from this view without opening the full questionnaire.

## Assigning Reviews to External Partners

The Partner role allows you to collaborate with external teammates without exposing your 1up dashboard. If you invite partners to collaborate on a questionnaire (e.g., an RFP), they will only see the **Assignments** view, never your full workspace.

This keeps sensitive information protected while still allowing partners to complete their assigned answers.