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Manage Workspace Workflow

Erynn Baird Updated by Erynn Baird

When all content in a workspace follows the same process - from development to approval to metrics gathering, task and approval phases can be set up for a workflow to be automatically applied.

Note: Set up workflow for channels/accounts if workflow is not the same for every piece of content in your workspace.

Task Phases

  1. Hover over the sidebar, then click ⋮, located next to the Opal logo.
  2. Hover over Configure Workspace, then click “Workflow”.
  3. Click + Add Phase, then click “Task Phase”.
  4. Add a description for the phase and task.
  5. Click + to search for, then select a user to assign the task.
Note: Changes are saved automatically.
Tip: To prevent changes to this workflow, click the "Do not allow these phases to be modified on content" checkbox.

Approval Phases

While working with your phase, keep in mind that all changes are saved automatically.

  1. Hover over the sidebar, then click ⋮, located next to the Opal logo.
  2. Hover over Configure Workspace, then click “Workflow”.
  3. Click + Add Phase, then click “Approval Phase”.
  4. Add a description of the phase.
  5. Click + Approver Unassigned to search for, then select a user to assign the task.
  6. Click the settings icon for each phase to set the phase requirements.
    1. Approvals needed: All or One
    2. This approval phase will start: Automatically or Manually
Note: Changes are saved automatically.
Tip: To prevent changes to this workflow, click the "Do not allow these phases to be modified on content" checkbox.

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Manage Channels & Accounts

User Directory

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