Creating a workflow template in Review allows you to streamline your review process and ensure consistency across projects. Follow these steps to create your custom workflow template.
Step 1: Navigate to Workflows
From the main navigation, click on the "Workflows" tab to access the workflows section.
Step 2: Create a New Workflow
Click on the "New Workflow" button to start creating a new workflow template.
Step 3: Name Your Workflow
Give your workflow template a descriptive name that reflects its purpose. This will help you identify it easily when creating a review.
Step 4: Adding Steps
Click on the "Add Step" button to add steps to your workflow. Each step represents a stage in your review process.
Step 5: Naming Steps
For each step you add, provide a clear and concise name that indicates its purpose or stage in the review process.
Step 6: Set 'Days to Review'
Specify the number of days allocated for each step in the "Days to Review" field. This determines the duration for completing each stage of the review.
Step 7: Delete Step (Optional)
If you need to remove a step from your workflow, simply click on the delete icon next to the step you want to remove.
Step 8: Save Workflow
Once you've configured your workflow template according to your requirements, click on the "Save Workflow" button to save your changes.
Recap
By following these steps, you can create a customized workflow template tailored to your specific review process needs. This template can then be applied to multiple review across different projects, ensuring consistency and efficiency in your review workflows.