This is another crucial aspect of the Review Workflow process, as the users/managers get to control and monitor the progress of the files and the project at large. The manager can set the levels and control the users alloted to that specific level. The manager can also set the conditions for the level, which can be customised according to the needs and requirements. Also, you can create a transition back and forth from each level which helps to weed out any discrepancies in the project.
Step 1: Click on +Create Transition once you’re inside Transitions, located in the middle of the three widgets.
Step 2: Once you click on +Create Transition widget, a window pops up where details about the name, description and transition status can be chosen by the users. Additionally, you can also select or deselect the levels and people that they want in the respective transitions.
<aside> ℹ️ If the Transition Status are given then proceed with the selection of the status, whatever suits that level. If not, then follow the instructions given below.
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Step 1: Click on the 3 dots given in the right hand side corner, in the same line as the Heading of the page.
Step 2: Once clicked on the 3 dots, an option to configure status appears. Go inside that to include the pre-given statuses in the review workflow. These statuses will appear on the left hand side of the pop-up window. You can add the required status by clicking on the options and choosing the arrows situated in the centre. The selected options appear on the right hand side. This can be further saved and they will start appearing in the transition window.
