While SharePoint Online is an incredibly helpful resource for document storage, sharing, and collaboration, it can also be combined with workflows for document review processes. In SharePoint Online, we can add approval workflows so the approvers can approve their documents using the workflow task ribbon directly after reviewing the document. This ribbon is available for them while they are reviewing the documents, so they don’t have to go back to SharePoint to approve them. Sometimes the ribbon disappears for the users when Office applications are upgraded. While there are workarounds, such as going back into the SharePoint library or going to the workflow task itself to approve the document, these are not as straightforward as having the ribbon in the document. So how can we help fix this to bring the functionality back?
Missing workflow task ribbon in the office documents for the approvers.
The SharePoint site needs to be added as a trusted site in Internet Explorer (IE) for all the users. Once you add the site as trusted site in IE, the ribbon should then show up in the document again. If that is the case, then no other actions should be needed. However, if after adding the site as trusted site in IE the ribbon is not available for the users, then try following these steps to resolve the issue:
- Open a new Microsoft Word document
- Go to options and select “Quick access toolbar” from the left navigation
- Under “All Commands” you should find “View Workflow Tasks”
- Add the “View Workflow Task” button to Office quick launcher
- Click the button once
- You should now always see the banner appear every time you open a file without having to hit that button again
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