What you need to know
An exception is something still open when a release went out, with the person who owns closing it. When it is closed, mark it resolved on the task's card, and say how, if you want to. It stays on the card as resolved, with your name and the date, and the next approval does not carry it. If it is not closed after all, reopen it.
Until it is resolved, its owner's weekday-morning brief lists it, with a link to the project. When nobody who owns it can open the project, the brief of each manager of the project lists it instead.
An exception about an outside party's sign-off, kept when the release was approved, resolves itself when the party's answer comes in. You do not mark it.
Before you start
- You must be the exception's owner, or a person who may give an approval that named it (Legal, Accounting or Executive). Managing the project does not allow it. Anyone else sees no Mark resolved.
- An exception that a later approval left out is history: it shows “Removed when Legal approved again”, and you cannot mark it resolved or reopen it.
- Exceptions named before 10/11/2026 are not linked to their outside party. They stay open until someone marks them resolved, or a new approval leaves them out. A long list of open exceptions on older work is not new work.
What to do
- Open the property or engagement. In its Work panel, open the task. Its exceptions are listed under the people on it, the open ones first.
- On the exception that is closed, select Mark resolved.
- In How was it resolved?, say how it was closed. You can leave it empty.
- Select Mark resolved.
To undo it, select Reopen on the resolved exception. It is open again, with its owner, and the next approval carries it.
A press release that discloses the full price or the PSA opens an exception on each property's appeal recommendation task, with no approval behind it. Select the exception to open it. Its owner, or a manager of the property's work, can then:
- select Resolve, with a note if you want one, or Reopen to undo it;
- choose another person and select Change owner.
Confirm it worked
- A popup says Marked resolved, with the exception's words.
- The exception moves below the open ones. Under its words, the card says who resolved it, on which day, and your note, as the task above shows.
- The number on Cleared counts the open exceptions only, so it goes down by one.
- From the next weekday morning, the brief no longer lists it.
If it did not work
- There is no Mark resolved: you are not the owner, and you may not give an approval that named it. Ask the owner or an approver. Or the exception was removed by a later approval.
- A message says “Resolving this exception is for its owner, or a person who may give the approval that names it.” Reopening says the same with “Reopening” in place of “Resolving”: “Reopening this exception is for its owner, or a person who may give the approval that names it.” Or the exception changed hands while the card was open. The card is read again. Ask the new owner or an approver.
- A message says “That exception is no longer on an approval of this task. Read the task again.” A later approval left it out while the card was open. The card is read again, and the exception shows “Removed when Legal approved again”.
Good to know
How exceptions come to be, and what closes them: Approvals, sign-offs and exceptions.