What’s New? ✨
Before publishing a new project template you can now send the template through an approval workflow to ensure that head contractor project admins have the opportunity to approve templates before being published to the project template library.
Why are template approval workflows important?
- Ensures Quality Control:Approval workflows enforce a review process, ensuring that project templates meet the required standards before being published.
- Reduces Errors:Reviewers can catch and correct mistakes, ensuring the template is accurate and complete.
- Enhances Collaboration:The approval process fosters collaboration among team members. It allows for feedback and suggestions, which can improve the overall quality of the template.
Key Updates:
1. A new workflow to review templates before publishing
- Project templates can now be submitted for review to head contractor project admins before publishing on the project
- Reviewers can proceed to approve and publish the template or alternatively request changes before approving the template for use on the project.
- Simply navigate to the new template details sidebar to select a template reviewer for your next critical project template
2. Template activity feed
- View all events and activities related to the template review workflow in the template activity feed, located in the new template builder sidebar.
3. Real-time notifications
- Receive notifications in Visibuild and via email when the status of your project template changes, keeping everyone informed and up-to-date.
4. Understand which templates have undergone the review workflow
- Navigate to your project template library to get a breakdown of which templates have gone through a review workflow using the new Reviewercolumn.
If you need more help getting to know the new project template approval workflow then jump into the below help article for a step by step walk through.