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:
- Navigate to Workflows: From the main navigation, click on the "Workflows" tab to access the workflows section.
- Create a New Workflow: Click on the "New Workflow" button to start creating a new workflow template.
- 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.
- Adding Steps: Click on the "Add Step" button to add steps to your workflow. Each step represents a stage in your review process.
- Naming Steps: For each step you add, provide a clear and concise name that indicates its purpose or stage in the review process.
- 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.
- Delete Step: If you need to remove a step from your workflow, simply click on the delete icon next to the step you want to remove.
- Save Workflow: Once you've configured your workflow template according to your requirements, click on the "Save Workflow" button to save your changes.
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.