Schedule a date on which the Team should revisit an Item.
When you know that the Item's Team will need to revisit an Item at a later date, avoid letting it fall through the cracks by scheduling it for review so that the Team receives an in-app reminder on that date.
PRO TIP: If only you, and not the whole Team, need to be reminded of this Item, schedule a personal reminder instead.
Who can schedule an Item for review?
An Item can be scheduled for review by:
- Anyone on the Item's Team except for Participants and Followers.
- Anyone with the "Edit" permission for Items in this Location(s).
- For Items using the Standard Team Type, anyone with the "Assign" permission for Items in this Location(s).
For more information on Team Roles (like Authors, Facilitators, Participants, and more!) check out this article.
Schedule an Item for review
To schedule an Item for review, open the Item with which you want to work, then:
- Click Actions in the top right corner of the page.
- Click Review in the resulting drop-down menu and the Item's Review window will open.
- Reason for reviewing: Enter an explanation as to why this Item should be reviewed. This will be added to the Item as a comment.
- Review By Date: Select the date on which this Item should be reviewed.
- Click Save. A flag showing the date on which the Item should be reviewed will be added near the top of the Item.
- If you would like to change an existing Review date, select Edit Review Date in the Flag at the top of the Item.
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To update the Review Date of many Items at the same time, use the Bulk Change feature. Only Items that already have a Review Date will be updated through Bulk Change.
Review an Item
When an Item's review date is reached, its Team will receive an in-app reminder that it's time to review it. To review an Item, open the Item with which you want to work, then:
- Locate the flag near the top of the Item that discusses the Item's review date.
- Click Review on that flag and the Review window will open.
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- Review Notes: Enter a record of what was discussed, learned, or the questions that were asked during the review. This text will be added to the Item as a comment.
- Reviewed On Date (required): This date will be set to the current date by default. If you want to record the review as having happened on a different date, select that date in this field.
- Schedule Future Review Date: If you enter a date in this field, the Item will be rescheduled for another review. Leave this field blank if no further review is needed.
- Click Save.