Start a review workflow from an assignment

When you're working on assignments for a project, you can convert that one assignment into a workflow with multiple tasks that are automated by Inspire. After you select the project assignment, you can select an action called Initiate workflow. Inspire marks the assignment as completed and opens the Start a workflow screen.

Tips and tricks

  • The assignment must be in one of the following States to use the Initiate workflow option:
    • To Do
    • In Progress
  • If the Initiate workflow option is not available, the assignment is already being used in another workflow.
  • Inspire checks to see if the component(s) you want to add are in another assignment, project workflow or review workflow. You see warnings if a component is already in use. If you want, you can close the warnings and create the assignment or workflow anyway.
  • You can edit the default topic workflow template or save a copy to update it so that it reflects your unique business workflows.

Required permissions

Project permissions

To work with projects you must have permission to the Projects Module .

  • By default, only users with the following permissions can create project workflows and assignments:
    • Administrator permissions
    • Access to the Project Module with the Create permission
  • Even if you don't have these permissions, you can be granted a special permission to create workflows and project assignments after a project is created.

Workflow permissions

To create, view, update, and delete workflows you must either be an Administrator, the project Owner, or have the following permissions:

Review workflow permissions.

To work with Review workflows, you also need:

  • Create, read, update, and delete permissions to the Reviews module.

To start a review workflow from an assignment:

  1. From the top menu bar, select Projects.
  2. On the Project Management tab, find the project where you want to start a workflow.
  3. To open the project, do one of the following:
    • Double-click in the project's row.
    • Right-click in the project's row and select Open.
    • Go to the end of the project's row, click the Options menu, and select Open.
  4. Go to the Assignments panel.

    If the panel is not open, go to the Assignments title bar and click the down arrow to expand the panel.

  5. Select the assignment you want to convert to a workflow.

    The assignment must be in the following State to use the Initiate workflow option:

    • To Do
    • In Progress
  6. At the end of the assignment's row, select the Options menu, and then select Initiate workflow.

    If the Initiate workflow option is not available, the assignment is already being used in another workflow.

  7. On the Complete Assignment screen, click Yes.

    Results:

    • Inspire marks the assignment as Completed. Even if you cancel out of starting a workflow, the assignment will remain marked as Completed.
    • Inspire notifies the user who was assigned to this work and the project Owner that the assignment was Completed.
    • Inspire opens the Start a workflow screen.

    If you try to assign work to a participant who doesn't have access to the component, you will see the following error.

    This workflow has one or more permission problems. It is recommended to cancel the workflow, correct the permissions, and then restart it. The assigned user "Jane.Doe@MyCompany.com" does not have permission to access the following components: PrivateConcept.

    • The error tells you the name of a user included in the workflow. It may not be user who needs the permissions, so you have to check each participant's permissions to the restricted component.
    • The warning tells you the name of the restricted component.
    • The Workflow is still started. You can change the permission, participant, or the component to resolve the conflict.
    • For details on how to set permissions, refer to: Set permissions.