- All Categories Use Tasks & Approvals
Getting Started
Opal Overview
StoryFirst Framework
Opal Calendar
Download Opal on Mobile
Navigation
Personal Panel
Notification Settings
Notifications and Subscriptions
Workspaces
Status Icons
Opal Glossary
Web Browsers and Security
Edit Your Profile
Edit Your Settings
Help & Support
Opal API
Opal Features & Functionality
Best Practices
Inside Look: How Opal Marketing uses Boards
Content Planning
Campaign Planning
Managing your Email content
Executive Communications
Paid Media
Organize Briefs
Parking Lot for Content
Universal Features
Keyboard Shortcuts
Labels Sets and Labels
Filter, Search, and Sort
Collaboration
Notes
Manage Privacy & Permissions
Track Campaign Budgets
Flighting
Invite Users
Stamp Templates
Instant Log-In
Opal Insights
Work with Campaigns
Define Campaign Details
Moment Overview
Create & Manage a Moment
Customize Moments in Week View
Moment View Layouts
Moment Options
Move a Moment
Workflow on Moments
Manage Campaign Content
Content Overview
Channels & Content Types
Create & Manage Content
Content Composer Tabs
Content Options
Content Placements
Content Localizations
Previewing Content
Share Content
Publish Content
Export Content Metadata to CSV
Email Modules
Text Editor
Longform Content
URL Preview
Website Content
Channels & Content Types
Custom Content Channel
Digital Ad
Email Preview
Flickr
Radio
Snapchat
TikTok
Television
VK
YouTube
Manage Assets
Assets Overview
View the Asset Library & Assets
Upload Assets
Edit Asset Settings
Export Asset Metadata to CSV
Use Tasks & Approvals
Workflow Overview
Use Workflows
Configure Tasks and Approvals
Manage Assignments
Approve and Decline Content
Share the Work
Presentations Overview
Create a Presentation
View a Presentation
Edit a Presentation and Slides
Share a Presentation
Canvas & Title Slides
Integrations
Chrome Browser Extension
Adobe Experience Manager (AEM)
Dash Hudson
Facebook Ads Manager
Firstup
Hootsuite
Jira
Khoros
Khoros Admin Guide
Slack
Sprinklr
Sprinklr Admin Guide
Workfront
Wrike
Frame.io
On-Demand Webinars
Opal Essentials
Opal Admin Training
Quarterly Product Showcase: Boards & Browser Extension
Opal Essentials - Limited User
Opal Quarterly Showcase w/Lauren Scott of Zillow
Opal Quarterly Showcase w/Angelic Crippen of Intermix
Opal Quarterly Showcase w/Kelsey Dahlager of Target
Opal Quarterly Showcase w/Leah Randall of Minted
Admin
Naming Conventions
Set Up Your Opal for Success
Manage General Options
Manage Label Sets & Labels
Manage Channels & Accounts
Manage Workspace Workflow
User Directory
Manage Users
Role Capabilities
Viewer User
Limited User
Single Sign-On (SSO)
Customer Success
See What's New!
Discover Boards, Your New Home in Opal
Browser Extension
Simplified & Streamlined Navigation
Nested Label Sets
Stamps
Opal Text Editor
Moment Flighting
Annotations
Your Marketing Calendar, Now on Mobile
Orchestrate & Visualize Your Website in Opal
Email Collaboration Made Easy
Do More In Your Favorite Views
Polished for a Purpose
Workflow In Opal
Workflow Improvements
Content Start and End Dates
Export to PDF
Content Change Tracking
Export Your Opal Data to CSV
Do More with Assets
Enhancing Collaboration with Access
Content Data Export
Added Accountability for Approvers
Facebook Canvas Ads
Plan & Manage Budgets
View & Schedule Timing of Content
New Moment Actions
Policies & Guidelines
Boards
Use Tasks & Approvals
Workflow Overview
A workflow in Opal is the culmination of all task and approval phases associated with creating and approving a piece of content or a moment.
Use Workflows
Use workflows to alert and align colleagues on current, and future steps to create, approve, and analyze content.
Configure Tasks and Approvals
Use task phases and approval phases to create your workflow in Opal. You can add as many tasks in a task phase or approvers in approval phases as you need to help you get your work done.
Manage Assignments
When you need a quick way to see all the active tasks and approvals in a workspace, Assignments view has you covered.
Approve and Decline Content
Keep your content moving forward with approval phases across your organization, for example: copy and asset review, legal review, localization view, final review, etc.
