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To help collect data for Environmental, Social, and Governance (ESG) or sustainability reporting, Sustainability Program Owners and Editors can assign workspace members to collect and verify metric values:

• Assignees collect and prepare values for Program metrics.
• Approvers verify the data collected meets the metric's requirements.

Tip: To help ease data collection, metric value tasks can include detailed instructions, in addition to guidance or requirements of the metric's reference attachments or related content from Sustainability Explorer.

When values are ready for preparation or approval, the assignee or approver — respectively — receives their task:

• From Home, under Tasks
  
• As a notification in their email inbox
  
  

Prepare metric values as an Assignee

If you're a value's Assignee, you receive a task in your email inbox and under Tasks in Home when the Program Owner or Editor sends the metric's tasks. Depending on the value's configuration, you can then complete your task from a connected source file or the streamlined Workiva Tasks.

• From source file
• From Workiva Tasks
• Multi-value tasks in Workiva Tasks (Beta)

If the value has a connected source file, the task opens in that file, where you can prepare the value and complete your task from the Tasks or Sustainbility  panel.

1. To quickly open the source file to the value's connected section, open its task from Home or your email inbox.
2. From the Tasks or Sustainability panel, select the metric value to prepare. 
   

   Tip: If you select a connected cell in a source Spreadsheet, the Sustainability panel opens directly to its value's task.

3. For guidance on how to prepare the value, review the metric's details, such as its description, reference attachments, or related content from Sustainability Explorer.
   
   
4. In the connected cell or content, enter the prepared value.

   Tip: Cells and content connected to Program metrics have a blue border. From the Tasks or Sustainability panel, you can view the coordinates of a value's connected Spreadsheet cell in Location.

5. Provide any notes or supporting attachments to supplement the value, and complete the task.

   Note: Depending on the metric's configuration, a value may require that you provide notes or supporting attachments to complete your task.

To learn more, view Connect source Workiva files to Program metric values.

If the value has no connected source file, the task opens in Workiva Tasks, where you view only the fields necessary to prepare the value.

Note: Assignees can prepare values in Workiva Tasks without any permissions to the Program. However, to view a task assigned to another member, you need at least Viewer permission to its Program.

Tip: Owners and Editors of the metric's Program can also prepare the value directly from Sustainability Program.

1. To quickly open the value in Workiva Tasks, open its task from Home or your email inbox.
   
2. In Request details, view your due date and any instructions on how to prepare the value.
3. For additional guidance on how to prepare the value:
   • Review any reference attachments or Explorer content provided.

     Tip: To review relevant framework or questionnaire content in the Sustainability Explorer public panel, click its reference in Related Explorer content.

   • To refer to value's previous data collection, select the Program year or collection period to review.

     Tip: To return to the Program year or collection period of your task, select (Task year).

4. Enter the prepared value and any supplemental notes or supporting attachments.
   

   Note: Depending on the metric's configuration, the value may require that you provide supporting notes or attachments to complete your task.

5. Click Complete task.

To learn more, view Complete tasks in Workiva Tasks.

If your company participates in the Program tasks Beta, the task may include multiple values. You can complete these tasks from Workiva Tasks, where you view only the fields necessary to prepare its values.

Note: Assignees can prepare values in Workiva Tasks without any permissions to the Program. However, to view a task assigned to another member, you need at least Viewer permission to its Program.

Tip: Owners and Editors of the metric's Program can also prepare the values directly from Sustainability Program.

1. To view the task in Workiva Tasks, open it from Home or your email inbox.
   
2. In Request details, view your due date and any instructions on how to prepare the value.
3. For additional guidance on how to prepare the value:
   • Review any reference attachments or content provided.

     Tip: To review relevant framework or questionnaire content in the Sustainability Explorer public panel, click its reference in Related Explorer content.

   • To refer to value's previous data collection, select the Program year or collection period to review.

     Tip: To return to the Program year or collection period of your task, select (Task year).

4. For each value, enter its prepared data and any supporting notes or attachments.
   

   Note: Depending on the metric's configuration, values may require notes or attachments before you can complete your task.

   To provide a value and its supporting material:
   • From the grid, enter them directly in the respective row.
   • From a form, select Manage details from the value's menu.
     
     

     Tip: From the form, you can click Save and back or Save and next to provide the previous or next value, respectively.

5. After you prepare all values, click Complete task.

To learn more, view Complete tasks in Workiva Tasks.

Add supporting attachments from Workiva Tasks

To provide supplemental or evidential material for a value, an assignee can add supporting attachments as:

• Files uploaded from your local drive or network, such as portable document files (PDFs) or images
• Files in your Workiva workspace, such as Spreadsheets or Documents
• Web addresses, such as to files in Google Drive®, Microsoft SharePoint®, or other online storage

When you complete your task from Workiva Tasks, you can add a separate attachment for each value, or apply the same attachment to multiple values.

Note: Depending on a metric's configuration, its values may require that you provide supporting attachments to complete your task.

To add a supporting attachment:

1. Choose the values to add the attachment to:
   • For a specific value, click Attach in Attachments.
   • For multiple values, select them in the grid, then select Add attachments from Manage selections.
     
2. Specify the files to attach.
   • Upload file
   • Workiva file
   • Online file

   To upload a file as an attachment:

   1. Select Upload file, and click Choose file.
      
   2. Browse to and select the file to upload.

   To attach a Workiva file — such as a Spreadsheet or Document — in your workspace:

   1. Select Workiva file.
      
   2. In Source file, select the Workiva file to attach.
   3. To attach a specific section of the file, select it in Source section.
   4. Click Attach.

   To attach an online file:

   1. Select Web address.
      
   2. Enter the full URL for the file.
   3. In Display name, enter how the attachment should appear for members, such as in the metric or Workiva Tasks.
   4. Click Attach.
3. After you add all attachments, click Save.

Verify metric values as an Approver

To verify the data prepared by the Assignee, metric values may be assigned to multiple Approvers or require a series of approval steps. If you're a value's Approver, you receive a task in your email inbox or under Tasks in Home when the Assignee or an Approver in an earlier approval step completes their task.

Note: If multiple Approvers are assigned the same approval step, approval by any of them will complete the step.

Depending on the value's configuration, you can complete your task from a connected source file or the streamlined Workiva Tasks.

• From source file
• From Workiva Tasks

If the value has a connected source file, the task opens in that file, where you can approve or return the value from the Tasks or Sustainability panel.

1. To quickly open the source file to the value's connected section, open its task from Home or your email inbox.
2. From the Tasks or Sustainability panel, select the metric value to review. 
   
   

   Tip: If you select a connected cell in a source Spreadsheet, the Sustainability panel opens directly to its value's task.

3. For guidance on how to verify the value, review any reference attachments or content for the metric.
   
   
4. In the connected cell or content, review the prepared value.

   Tip: Cells and content connected to Program metrics have a blue border. From the Tasks or Sustainability panel, you can view the coordinates of a value's connected Spreadsheet cell in Location.

5. From the Sustainability panel, verify any supporting notes or attachments provided, and choose whether to approve the value and its supplemental details:
   • If the value and details are correct, click Approve, enter any notes about its approval, and click Approve.
     
   • If the value or details need rework, click Return, enter a note to explain what to fix, and click Return.
     

If the value has no connected source file, the task opens in Workiva Tasks, where you view only the fields necessary to approve or return the value.

Note: Approvers can verify values in Workiva Tasks without any permissions to the Program. However, to view a task assigned to another member, you need at least Viewer permission to its Program.

Tip: Owners and Editors of the metric's Program can also approve or return the value directly from Sustainability Program.

1. To quickly open the value in Workiva Tasks, open its task from Home or your email inbox.
   
2. In Request details, view your due date and any instructions on how to prepare the value.

   Tip: From the Task steps checklist panel, you can view where a value is in its task workflow, such as with the assignee or another approver.

3. For additional guidance on the expected value:
   • Review any reference attachments or content provided.

     Tip: To review relevant framework or questionnaire content in the Sustainability Explorer public panel, click its reference in Related Explorer content.

   • To refer to value's previous data collection, select the Program year or collection period to review.

     Tip: To return to the Program year or collection period of your task, select (Task year).

4. Verify the prepared value and any supporting notes or attachments.
   • If the value and its supplemental details are correct, click Approve, enter any notes about its approval, and click Approve.
     
   • If the value or its supplemental details need rework, click Return, enter a note to explain what to fix, and click Return.
     

     Note: If your company participates in the Program tasks Beta, a task can include multiple values, which you approve or return together through Workiva Tasks. If you return a task, specify which of its values the assignee should address.

To learn more, view Complete tasks in Workiva Tasks.

To learn more, view Manage approvals of Sustainability Program metrics.