TEAM SOLUTIONS |
WORKFLOW SOLUTIONS |
Discover all our features in a free personal demo! |
REVIEW TOOL |
PROJECT MANAGEMENT |
TOOLS & INTEGRATIONS |
Discover all our features in a free personal demo! |
CLIENT INTERVIEWS |
Discover all our features in a free personal demo! |
REVIEW TOOL
PROJECT MANAGEMENT
TOOLS & INTEGRATIONS
Choosing the triggerTriggers in our workflow system are based on the tasks you can assign and their possible outcomes. Was the project created, reference document upload, or the proofing file reviewed by your client? Pick it as your trigger from the list so that the system knows it’s time to move on to the next stage! |
Selecting the reactionThe reaction is the next step that will happen after the trigger is activated. The reaction you set up to it becomes the logical next step you switch to after the trigger is completed. A newly created project might require a reference file upload task, while uploading a proofing file means it will need to be reviewed. The choice is yours! |
Filling in other detailsCertain tasks, whether they are a trigger or a reaction, will require you to fill in additional details. Is it important who specifically reviews the file or uploads a new asset? Is it a single user or a group? What is a due date? All the fields you have when you assign a task manually are available here as well. |
Building a whole workflowThe workflow is built on the combination of such “trigger-reaction” dependencies. You can compile workflows that involve multiple automated steps and choose the ones you need at the moment by activating or stopping them at any time. |