# Workflow ## What is Workflow? **Workflow is a collaboration tool to manage feedback.** Allow stakeholders to review projects, changes, and comments. {% hint style="info" %} Workflow is intended for **external reviews**, whereas for internal reviews [team](https://everyday-digital.gitbook.io/account-docs/guides/manage-team-roles-and-permissions) members should directly comment on the [editor](/authoring-docs/authoring-editor/content-editor.md). {% endhint %} ## Use Workflow in Authoring As a content author, you can use Workflow to collaborate with your team. You can access the Workflow tool directly from the [Story Editor](broken://pages/-MB9H1Ws5xTRQ9tKB5I0) to leave comments, annotate, and assign tasks. {% embed url="" %} Collaborate with your team {% endembed %} ## Create a Workflow Review Group Set up a Review Group to invite [Reviewers](broken://pages/-Lka2ludk_knHHgG05Aq#reviewer), then create a Workflow by selecting a story, review dates & Review Group. {% embed url="" %} Create a Review Group in Workflow {% endembed %} ## Review Group invite email The people who are invited via your Review Group, will receive the email below: * **Creating a Workflow**\ Go to Authoring and navigate to workflow. From here you can “Create Workflow” and follow the onscreen instructions. * **Managing a Workflow**\ Once a workflow is created, you can modify the date and invite new users or remove existing users. If required, you can delete a workflow but this will notify invited user's that the review round has been cancelled. * **Tasks**\ Create tasks by commenting or annotating and assigning a team member. Annotations / Tasks will navigate to the specific page when clicking the heading in tasks. * **Assigning Feedback**\ At the end of each day, the platform will send you a report on feedback generated per workflow. The delegator can read through feedback and decide on whether a comment should become a task. * **Manage Feedback**\ When selecting "Manage feedback" from the options menu, this will open the story and the task window. * **Closing a Workflow**\ This happens automatically when the workflow reaches its end date. When a workflow closes, all participants are sent a summary. They are also asked to submit a survey & rate their experience. ## Reviewer As a Reviewer, you will be sent a preview link to a story with a secure activation code. Once you have accessed the story you can start submitting feedback to authors of the story. Your feedback is received in real-time and you will also be able to see feedback from other reviewers. * **Accessing The Story**\ From your invite email select "Access Review" and enter in your unique Activation Code. * **Providing Feedback**\ As you navigate through the story you can select the comment icon to leave feedback on the current page. * **Annotating**\ If you feel your comment relates to a specific area on the page to give extra context, you can select the target icon to highlight a specific area on the page. Annotations will show the comment when you hover. You can directly mark an annotation as resolved without opening the chat. Annotations / Tasks will navigate to the specific page when clicking the heading in tasks. * **Screenshots & Screencasts**\ If you would like to add a screenshot or a video screen capture, you can do so from the "+" icon on the comment box. * **End of the review**\ At the end of the scheduled review dates, you will be sent a summary of what happened during the review. You will also be asked to take an optional survey to rate your experience. ## Author As an Author, you only need to carry out tasks assigned to you by the Delegator. Your involvement in a workflow only happens when a task has been assigned to you. * **Receiving Tasks**\ When you are assigned to feedback you will be notified that you have been given a task. You can also view all your pending tasks by selecting the "Task" icon * **Carrying out Tasks**\ From your task window, select any tasks you would like complete. You navigate to the story and page which the task is associated with. Once you have made required changes you can select the task options and select "Mark as complete". ## Workflow FAQ ### Why don't I see past comments from previous reviews? **Workflow comments are rendered by date.** If comments were made before the start date, this will not show in the next review. This is to allow subsequent review rounds to work in isolation without historic comments. To include historic comments, decrease the start date by the number of days needed. ### Workflow review invites are not being received **If e-mails sent form the platform are not being received, please escalate to both the IT Team on the receiver's end, as well as to platform support.** We suggest checking on SparkPost to debug receiving issues at the recipient's mail server. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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