Making a review request

If you need to send a design for its review, you can start a review request directly from the MoonDesk web app.

1. Starting a review request:

• Access "Tasks": From the main menu, select the "Tasks" option.

• Create New Task: Click on the "New Task" button.

New task: Review Request

• Selecting Task Type: Choose the "Review request" option, and then click on "Start".

A window will open up which will allow for you to choose between two initial task statuses:

Once you have selected the task status, you will have to fill in the task's data:

Task details:

• Name: Provide a short name (60 characters maximum).

• Due date: Establish the task's limit deadline.

• Project: Associate the taskto some new or existing project.

Roles:

• Creator: The person responsible for starting the review request.

• Owner: Who can mark the task as completed, or ask for changes.

• Assignee: The person in charge of graphical editing in the Illustrator file.

• Reviewer: User in charge of reviewing and approving documents.

Details:

Briefly explains the task to be carried out. This content will not be controlled automatically.

Documents:

• Documents to be modified / reviewed: Place here those documents you wish to review.

• Reference documents: This option is only available in design requests.

• Sorting (creation of a new document): This option is only available in design requests.

• Control: Control is defined by the document's sorting or by the task's content. These are run automatically upon saving the document.

  • Rules: Rules are applied according to the clasifying values defined in Sorting (creation of a new document).

• Nutritional table: Select a table model, and finally upload the data from an Excel file. The software will automatically load the data.

Detailed process of a Review task:

1. Task start: Create a new review request from the "Tasks" menu.

2. Task Details: Provide detailed information about the task, including assigned roles and selected documents.

3. Task saving: Finish and save the task in order for the designed reviewer to be able to start reviewing the document.