Review stages
Set clear approval stages and involve each participant at the right time.
The review shows understandable stages and the right participants for each decision.
Learn with an example
One action at a time.
Set clear approval stages and involve each participant at the right time.
Step 1
Open the review stages area.
Step 2
Start from a template if no process is defined yet.
Step 3
Name the first stage and add the next ones in the order they should happen.
Step 4
Choose who participates in each stage.
Step 5
Review the progression rule.
Step 6
Save before inviting anyone.
What you can do
The review shows understandable stages and the right participants for each decision.
Check these details
What do I need before I start?
- A new or existing review.
- Permission to edit stages.
How do I know I’m done?
The review shows understandable stages and the right participants for each decision.
Something didn’t work. What should I check?
- Too many stages make progress hard to follow.
- Without permission, you cannot edit stages.
- Someone in the wrong stage may receive the wrong responsibility.
Continue your review
Review stages
Set clear approval stages and involve each participant at the right time.