GoVisually

GoVisually Academy

Short how-to videos. One task each, about a minute.

Run review stages

Build a reusable review workflow

Set up review stages, like brand then legal, once and reuse them on every project.

1 min · Captions on

Use this when

  • The same people sign off your artwork in the same order on every project.

Steps

  1. 1
    Open Workflows
    • In the sidebar, click Workflows.
    • Click Create workflow.
  2. 2
    Name it
    • Type a Workflow name, for example "Pack sign-off".
  3. 3
    Set up the first stage
    • Type the Stage name.
    • Click Add reviewer and tick each reviewer.
    • Under Advances when, choose:
    • Everyone approves: every reviewer must approve.
    • Any one approves: the first approval moves the proof on.
  4. 4
    Add the next stages
    • Click Add stage, then Review & Approval.
    • Name it and add its reviewers.
    • Optional: set Due in (days after the stage starts).
  5. 5
    Check the order
    • Stages run top to bottom.
    • Drag a stage's handle to reorder it.
  6. 6
    Save
    • Click Save.

Don't miss

  • Every stage needs a name and at least one reviewer.
  • If one doesn't have them, Save stops and tells you which stage, for example "\"Print\" needs at least one reviewer."
  • Hourly deadlines (30 minutes, 1 hour, 12 hours) are marked Enterprise and can't be chosen. Use days.

You're done when

  • Your workflow is listed under Workflows with Status Active.

Good to know

  • A workflow is picked when someone creates a project. Projects that use it keep their own copy, so later edits here only affect new projects.
  • Save draft keeps an unfinished workflow as a Draft.
Next lesson
Apply a workflow and follow a proof through it
Start a project with a workflow and see which stage each proof is at.
Read the transcript

Build your review route once: who signs off, in what order, and when each stage is done. Then reuse it on every new project. As an admin, open Workflows from the sidebar, then click Create workflow. Give it a name. This one is Pack sign-off. Each stage needs a name and reviewers. The first is Brand, reviewed by Jake or Maya. Under Advances when, choose Any one approves, so the first approval moves the proof on. Click Add stage for the next one, Regulatory. Its reviewers are Sarah and Leo. Everyone approves is the default, so both must sign off. Then set a deadline in days. Hourly deadlines are marked Enterprise. Add a third stage, Print. Stages run top to bottom, and you can drag a handle to reorder them. Click Save. If a stage has no reviewers, the workflow won't save, and it tells you which stage. Add a reviewer to Print, Priya. Then save again. You're done when Pack sign-off is listed as Active, ready for your next project. Next: apply a workflow and follow a proof through it.