Workflow actions are those that move a board and its content, back and forth between the creator and the approver. Listed below are all such actions.
- Send for Shortlist - Performed by the Creator when they need the approver (and/or reviewer) to select a few files out of a large collection.
- Send for Review - Performed by the Creator when they need the approver to provide their feedback or approval of the content on the board.
- Shortlist Complete - Performed by the Approver when a selection out of a larger collection has been done. The approver can add reviewers who can assist in the selection process, however marking the process complete can only be done by the approver.
- Request Revision - Performed by the approver when they need changes to a board or an individual file. The approver can take the help of reviewers to add feedback points, however sending the board or file for revision can only be done by the approver.
- Approve - Performed by the approver. This action marks the end of the workflow. The board and its content can be downloaded after approval.
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