Article review reminder

Review reminders help team accounts deliver the most accurate information to customers and internal teams by alerting project members when an article is ready for review. This helps keep your articles up to date.

Review reminder

Create and apply review reminders to flag an article for review immediately or set the review reminder to trigger on a specified date. You can also apply a review reminder individually or to a group of articles. When an article needs review, a red badge (article status indicator) will appear on the left of each article title in the documentation editor.

Creating a review reminder for an article from the Documentation editor

1. Navigate to the desired article in the Knowledge base portal.

2. Click on the More (•••) icon in the top right corner and select More article options.

   The Article settings pane will appear.

3. The Review reminder tab will be selected by default.

4. Select a date for the reminder to trigger. Options include, Now, 30 days, 3 months, and Custom date.

5. Enter a reason for the review. Ensure it is descriptive enough to provide context for the team member reviewing the article. This field is optional.

   NOTE

   In the Reason for review field, you can enter up to 100 characters.

6. Click Save.

A Needs review tag will appear next to the article slug in the Documentation editor. When team members hover over the Needs review tag, they can view the reason for the review.

Clearing a review reminder

Once an article in need of review has been edited and updated, follow these steps to clear the review reminder state:

1. Navigate to the desired article and click the Needs review tag at the top of the article editor.

2. Click Mark as reviewed.

The Needs review tag will be removed, and the article status indicator will revert to the updated/draft/new status.

Marking multiple articles as Reviewed or Needs review

You can mark multiple articles as Reviewed or Needs review using two methods:

All articles

1. Navigate to the Documentation () and click on All articles tab.

2. In the Filter () option, expand the Review reminder dropdown and select Stale.

3. Select the articles you want to mark as reviewed.

4. Click the Mark as Reviewed option at the top

5. Similarly, to mark multiple articles as Needs review, select the desired articles, click Review reminder, and choose the intended reminder days.

Article review reminders in content tools

1. Navigate to Documentation () > Content tools > Documentation > Article review reminders.

   The Article review reminders page will appear with a list of reminders you have already created.

2. Click Create review reminder.

   The Create reminder pane will appear.

3. Enter the Reminder name, set the reminder frequency, and add the desired reviewers.

4. Once done, click Next.

5. Select the desired Workspace and Language.

6. Select the desired articles and click Set reminder.

NOTE

You can apply Filter () options to retrieve articles based on category, contributor, tags and date.

FAQ(s)