Plans supporting workflow assignment
| Professional | Business | Enterprise |
|---|---|---|
Document360 enables you to manage and assign workflow statuses to team members directly from the editor. This feature streamlines the documentation process by providing clear visibility and control over each stage of an article's lifecycle.
Assign an article to a team member
Navigate to the desired article from the Knowledge base portal.
Click the workflow status dropdown on the top right corner of your editor.
Hover over the desired status and click the Assign owner () icon.
Select the appropriate team member and click () to assign.
Assigned team member will receive a notification email.
NOTE
A single team member can be assigned to multiple workflow statuses in an article, but multiple members cannot be assigned to a single workflow status.
To remove an assignee, hover over the team member's name and click the (x) icon.
Click the Set due dates () icon to select the desired due date.
Click the status again to add any necessary comments (optional). Use the @ command to tag your team members and notify them regarding the updated workflow status.
Click Set status to complete the workflow assignment.
Workflow assignments overview
The Workflow assignments overview page gives a bird’s eye view of the articles/category pages available on the selected version and language of the knowledge base project. The articles that assigned information to the team account’s profile are available.
From the Knowledge base portal, navigate to Documentation () > Workflow assignments.
Team accounts can view the number of articles/category pages in each workflow status at any given point in time along with the due date and workflow status. You can also view the articles that are assigned to you from the left navigation menu.
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