> For the complete documentation index, see [llms.txt](https://docs.helpyousponsor.com/guides/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.helpyousponsor.com/guides/core-features/program-management/trips/task-completions-and-approvals.md).

# Task Completions and Approvals

### Overview

The Completions Dashboard provides administrators (and authorized leaders) with a centralized view of all task submissions across participants. Use it to review uploaded documents, approve or reject submissions, and track overall preparation progress.

### Accessing the Completions Dashboard

{% stepper %}
{% step %}
Navigate to the **Trip Details** page.
{% endstep %}

{% step %}
Click the **Tasks** tab.
{% endstep %}

{% step %}
The completions area is integrated into the tasks view, showing submission statuses alongside task definitions.
{% endstep %}
{% endstepper %}

<figure><img src="https://3594793218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKO2daI6MQ1KQOLltE3m%2Fuploads%2FeGCBtk4e4g11b8Ik23WU%2Fimage.png?alt=media&amp;token=d29c04b0-945d-41c8-99da-0f3ca5029a5b" alt="Gratona screen"><figcaption><p>Gratona screen</p></figcaption></figure>

### Viewing Task Completions

The completions dashboard shows every task submission with the following information:

<table><thead><tr><th width="175.16229248046875">Column</th><th>Description</th></tr></thead><tbody><tr><td><strong>Participant</strong></td><td>Name and email of the participant</td></tr><tr><td><strong>Task</strong></td><td>The task that was completed</td></tr><tr><td><strong>Status</strong></td><td>Current status: Submitted, Approved, or Rejected</td></tr><tr><td><strong>Submitted At</strong></td><td>Date and time the participant marked the task complete</td></tr><tr><td><strong>Document</strong></td><td>Link to the uploaded file (if the task requires a document)</td></tr><tr><td><strong>Actions</strong></td><td>Approve or Reject buttons</td></tr></tbody></table>

### Task Participant Roster

For any individual task, you can view exactly which participants are targeted and their completion status:

<figure><img src="https://3594793218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKO2daI6MQ1KQOLltE3m%2Fuploads%2FFst1P2ac5AKx0UPL9w8T%2FScreenshot%202026-03-10%20at%205.05.00%E2%80%AFPM.png?alt=media&amp;token=4ab853ce-8862-45e0-ad39-7c5cb9421e85" alt="Screenshot 2026 03 10 at 5.05.00 PM"><figcaption><p>Screenshot 2026 03 10 at 5.05.00 PM</p></figcaption></figure>

<figure><img src="https://3594793218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKO2daI6MQ1KQOLltE3m%2Fuploads%2FRJRPesy8q6rRIOmrNwzF%2Fimage.png?alt=media&amp;token=d3066e0b-81e4-44c2-8719-bd8e102d8787" alt="Gratona screen"><figcaption><p>Gratona screen</p></figcaption></figure>

{% stepper %}
{% step %}
Click on a task or select **View Participants** from the task's action menu.
{% endstep %}

{% step %}
A panel opens showing every participant assigned to that task with their status:

| Status          | Meaning                                                              |
| --------------- | -------------------------------------------------------------------- |
| **Not Started** | Participant has not submitted anything for this task                 |
| **Submitted**   | Participant has completed the task and is awaiting approval          |
| **Approved**    | Submission has been reviewed and approved by an admin or leader      |
| **Rejected**    | Submission was reviewed and rejected (participant needs to resubmit) |
| {% endstep %}   |                                                                      |

{% step %}
Use the **filter** dropdown to quickly find participants by status (e.g., show only "Incomplete" or "Rejected").
{% endstep %}
{% endstepper %}

### Approving a Submission

{% stepper %}
{% step %}
Review the submission details and any uploaded document.
{% endstep %}

{% step %}
Click **Approve**.
{% endstep %}

{% step %}
Optionally add **admin notes** explaining the approval.
{% endstep %}

{% step %}
The participant's task status updates to "Approved."
{% endstep %}
{% endstepper %}

### Rejecting a Submission

{% stepper %}
{% step %}
Review the submission details.
{% endstep %}

{% step %}
Click **Reject**.
{% endstep %}

{% step %}
Add **admin notes** explaining why the submission was rejected and what the participant should do differently (recommended).
{% endstep %}

{% step %}
The participant's task status updates to "Rejected" and they can resubmit.
{% endstep %}
{% endstepper %}

### Filtering Completions

Filter the completions list by:

* **Status**: Show only submitted (awaiting review), approved, or rejected items.
* **Task**: Filter to see completions for a specific task.
* **Participant**: Search by participant name.
