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 Assign on any question to route it to a teammate. You can:
• Assign to any collaborator (you have unlimited collaborators)
• 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.
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.
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.
Sample Workflow
[coming soon]