How It Works

Follow each step in Cards.

  • Review should evaluate stated criteria, not reconstruct missing context.
  • Keep internal review material private unless it is intentionally prepared for a client.
  1. 01

    Complete the source Action Card with the required evidence or files.

    Cards screen demonstrating step 1: Complete the source Action Card with the required evidence or files.Complete the source Action with its evidence
    Step 1 screen focusComplete the source Action Card with the required evidence or files.
  2. 02

    Confirm the connected Review Card, reviewer, criteria, and due date.

    Cards screen demonstrating step 2: Confirm the connected Review Card, reviewer, criteria, and due date.Confirm the connected Review Card, reviewer, and due date
    Step 2 screen focusConfirm the connected Review Card, reviewer, criteria, and due date.
  3. 03

    Add any context the reviewer needs to evaluate the outcome.

    Cards screen demonstrating step 3: Add any context the reviewer needs to evaluate the outcome.Keep review context and evidence with the Review
    Step 3 screen focusAdd any context the reviewer needs to evaluate the outcome.
  4. 04

    Submit the work and confirm the Review Card is ready for the assigned reviewer.

    Cards screen demonstrating step 4: Submit the work and confirm the Review Card is ready for the assigned reviewer.Confirm Review and Deliverable readiness in the Project
    Step 4 screen focusSubmit the work and confirm the Review Card is ready for the assigned reviewer.
  5. 05

    Respond to the review decision through the connected workflow.

    Cards screen demonstrating step 5: Respond to the review decision through the connected workflow.Follow the Review status and connected submissions
    Step 5 screen focusRespond to the review decision through the connected workflow.
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