Working your steps day to day

Steps waiting for you appear under With you in your messages, on blue-bordered cards, and in the With me filter of the Lock.

1. 1Open the upload and do the work (view files, check answers, comment…).
2. 2Press Done on the blue strip at the bottom of the card.
3. 3Check Goes to: the person the workflow names for the next step is chosen. Pick someone else if they are away; this changes only this upload.
4. 4Add a Note if useful, e.g. “Card details checked, ready to print”. It is included in their email, so leave out the client’s personal details. The client never sees notes.
5. 5Press Send to … (or Ctrl/⌘ + Enter). On the last step the button says Complete, and everyone who worked on the upload is told.

The strip shows step/total, the step name, who has it and for how long. The amber note icon on the strip shows notes left on earlier steps; click it to read them all.