How It Works

Follow each step in Cards.

  • Do not overwrite the original decision or feedback.
  • When revisions change agreed scope or timing, use the appropriate commercial or planning workflow.
  1. 01

    Open the Review or Client Review Card containing the decision.

    Cards screen demonstrating step 1: Open the Review or Client Review Card containing the decision.Open the Review Card and its decision history
    Step 1 screen focusOpen the Review or Client Review Card containing the decision.
  2. 02

    State the requested change clearly and identify the affected work.

    Cards screen demonstrating step 2: State the requested change clearly and identify the affected work.Read the specific requested revision
    Step 2 screen focusState the requested change clearly and identify the affected work.
  3. 03

    Route revision work through the connected Action and Review chain.

    Cards screen demonstrating step 3: Route revision work through the connected Action and Review chain.Follow the connected revision work from the Project
    Step 3 screen focusRoute revision work through the connected Action and Review chain.
  4. 04

    Complete the revision with evidence and return it to the appropriate reviewer.

    Cards screen demonstrating step 4: Complete the revision with evidence and return it to the appropriate reviewer.Return completed revisions to the connected reviewer
    Step 4 screen focusComplete the revision with evidence and return it to the appropriate reviewer.
  5. 05

    Preserve the original feedback and final resolution in Project history.

    Cards screen demonstrating step 5: Preserve the original feedback and final resolution in Project history.Preserve the original feedback and final resolution
    Step 5 screen focusPreserve the original feedback and final resolution in Project history.
Contact SupportBrowse Support Topics