Skip to main content

Creating a workstream

This topic explains how to create a workstream.

To create a workstream:

  1. In the header, click in the search field.

  2. In the search panel, do one of the following:

    1. Search for and select the assets you want to include in a workstream.

    2. Click , and select the collection containing the assets you want to include in a workstream.

      Collection for workstream

  3. Click > New Workstream.

    Create workstream example.png

  4. In the Name field, type an identifying name for the workstream.

  5. In the Instructions field, type instructions for this workstream’s editors.

  6. To assign the workstream to specific editors or roles, do the following:

    1. Under Assigned Entities, click .
    2. Select editors or roles. If you select a role, then all editors associated with the role can participate in the workstream.
  7. Click Save.

The new workstream appears in your dashboard’s Workstreams widget; it also appears in the Workstreams widget of the other participating editors.

Workstreams widget