Assignment Workflows

An assignment workflow consists of steps that you can assign to specific users or groups of users.

Workflow Operations

A workflow step is active when:
  • It's the first step in the workflow
  • The previous step is completed
When multiple users are assigned to a workflow step, the step can either be:
  • Claimed and completed by only one user
  • Completed by every user before moving to the next step
Figure 1. Simple Workflow Example
example workflow

You can take any of the following actions while your workflow step is active:

Complete
If you're done with the work for your step, you can complete your step.
Claim
If multiple users are assigned to a workflow step that only needs to be completed by one user, you can claim the step.
Forward
If you're unable to work on the step, you can forward the step to another user.
Return
If the work in the previous step was not completed, or the previous workflow step needs to be repeated, you can return the assignment to the user responsible for the previous step.

For example, if the assignment you're working on is using the “Author, Review, Verify” workflow, and you're the reviewer, you can return the assignment back to the previous step for the author to make the changes that you suggested. Once they've made the changes, they can continue with the workflow and send it back to you for another review.

When the assignment reaches the final step in the workflow, the user responsible for the step can close the assignment and mark it as resolved. If the assignment cannot or no longer needs to be completed, the user responsible for the step can close the assignment and mark it as unresolved.

Workflow Configurations

By default, you can use the following workflows:

Author, Verify
Assign one user to write the content and another user to verify the content.
Author, Review, Verify
Assign a user to write the content, another user to review the content, and another user to verify the content.
Note:

If the default workflows are insufficient, ask your Customer Success Manager about updating them or configuring additional workflows.