Manually trigger and manage review tasks

Configuring review tasks is just the beginning of the process. Managing those tasks may take several forms, whether you need to manually initiate a task, delete one, reassign it, or reset a decision. Below you'll find steps on how to accomplish each of these. 

Manually trigger review stage

If your review stage is not triggered by entry submission, you can manually trigger it. You might decide on this option if you'd like to trigger the review stage at a specific time in the future.

  1. In the Manage workspace, go to Entries
  2. Locate the entry/entries you wish to trigger the review stage for 
    Tip: to more quickly find those entries, click Advanced in the search bar to filter by category, the submitted status, a tag, etc.
  3. Click the checkboxes associated with your desired entry or entries
  4. Open the Action drop-down
  5. Select Initiate review stage
    Initiate review stage in action drop-down.png
  6. Choose the correct stage in the drop-down that appears
  7. Click Initiate review stage...

Learn more about review flow here: Review flow configuration.

Delete a review task 

You may need to delete a review task for a variety of reasons. For example, you may have created several tasks in testing the platform and wish to remove them. Deleting review tasks can be done individually or in bulk by using the Action drop-down. Here's how:

  1. In the Manage workspace, navigate to Review flow > Manage tasks
  2. Click the checkbox next to any task you wish to delete
  3. Open the Action drop-down at the top of the page
  4. Choose Delete
    Delete in action drop-down.png

Reassign a review task

In the event that the review task assignee, called a 'reviewer', is unable to complete their task, managers can reassign that task to another user in the platform. 

Important: review tasks can only be reassigned to a manager within your account. In the future this functionality will extend to other users. If you need to provide this task to someone other than a manager, simply delete the task, update the entry, and reinitiate the review task using the instructions above. 
  1. Navigate to Review flow > Manage tasks in the Manage workspace
  2. Click the ellipsis (three dots) next to the task you need to reassign
  3. Choose Reassign reviewer
  4. In the pop-up that appears, select your new reviewer from the drop-down
  5. If desired, choose a notification to send
  6. Click Reassign reviewer when finished
Tip: review tasks can be reassigned in bulk! Click the checkboxes next to your tasks and then open the Action drop-down and select Reassign reviewer

Reset a review task decision

If an action flow task recipient accidentally selects the wrong decision (configured with the 'Proceed' and 'Stop' buttons), it's easy to reset their choice. 

  1. In the Manage workspace, navigate to Review flow > Manage tasks
  2. Click the checkbox next to any decision you wish to reset
  3. Open the Action drop-down at the top of the page
  4. Choose Reset decision
    Reset decision in action drop-down.png

Video overview

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