Create a review task

To ensure that your Portal is perfect, you can request a Portal review by creating a review task in the Portal designer. The review task will be created in CELUM Work in a Workroom of your choice.

Prerequisites

Overview of the Portal review process

Access the "Review" tab

  1. Click on a Portal to open the Portal designer.

  2. In the design panel, click on the "Review" tab.

  3. In the "Review" tab you can:

Create a review task

  1. In the "Review" tab, click on the "Create task for review" button.

  2. You will be redirected to CELUM Work (in a new browser tab) and an "Add to a Workroom" dialog will open:

  3. In the dialog, you can choose to create the review task:

  4. Click "Create" or "Next" button to continue after Workroom creation or selection.

  5. A "Create task" dialog appears.

  6. In the dialog, select a task list where the task will be created.

  7. Click the "Create" button.

    If you selected a form, you will have the options to create a task with an empty form or fill in the form before creation. Extra steps will be necessary if you choose to fill in the form before creation.

  8. The review task is created and its detail view is open where you can see the Portal link.

Notes on the newly created review task