Review assets in folders and collections review-folder-assets-and-collections

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Using Adobe Experience Manager Assets, you can set ad-hoc review workflows for assets that are in a folder or in a collection. You can share it with reviewers or creative partners to seek their feedback. You can either associate a review workflow with a project or create an independent review task.

After you share the assets, reviewers can approve or reject them. Notifications are sent at various stages of the workflow to notify intended recipients regarding the completion of various tasks. For example, when you share a folder or collection, the reviewer receives a notification that a folder/collection has been shared for review.

After the reviewer completes the review (approves or rejects assets), you receive a review completion notification.

Creating a review task for folders creating-a-review-task-for-folders

  1. From the Assets user interface, select the folder for which you want to create a review task.

  2. From the toolbar, select the Create Review Task icon to open the Review Task page. If you cannot see the icon in the toolbar, select More and then select the icon.

    chlimage_1-403

  3. (Optional) From the Project list, select the project to which you want to associate the review task. By default, the None option is selected. If you do not want to associate any project with the review task, retain this selection.

    note note
    NOTE
    Only the projects for which you have Editor-level permissions (or higher) are visible in the Projects list.
  4. Enter a name for the review task, and select an approver from the Assign To list.

    note note
    NOTE
    The members/groups of the selected project are available as approvers in the Assign To list.
  5. Enter a description, the task priority, and the due date for the review task.

    task_details

  6. In the Advanced tab, enter a label to be used to create the URI.

    review_name

  7. Select Submit, and then select Done to close the confirmation message. A notification for the new task is sent to the approver.

  8. Log in to Experience Manager Assets as an Approver and navigate to the Assets UI. To approve assets, select the Notifications icon and then select the review task from the list.

    notification

  9. In the Review Task page, examine the details of the review task, and then select Review.

  10. In the Review Task page, select assets, and select the Approve/Reject icon to approve or reject, as appropriate.

    review_task

  11. Select the Complete icon from the toolbar. In the dialog, enter a comment and select Complete to confirm.

  12. Navigate to the Assets UI, and open the folder. The approval status icons for the assets appear in both the Card and List views.

    Card view

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    List view

    review_status_listview

Creating a review task for collections creating-a-review-task-for-collections

  1. From the Collections page, select the collection for which you want to create a review task.

  2. From the toolbar, select the Create Review Task icon to open the Review Task page. If you cannot see the icon in the toolbar, select More and then select the icon.

    chlimage_1-405

  3. (Optional) From the Project list, select the project to which you want to associate the review task. By default, the None option is selected. If you do not want to associate any project with the review task, retain this selection.

    note note
    NOTE
    Only the projects for which you have Editor-level permissions (or higher) are visible in the Projects list.
  4. Enter a name for the review task, and select an approver from the Assign To list.

    note note
    NOTE
    The members/groups of the selected project are available as approvers in the Assign To list.
  5. Enter a description, the task priority, and the due date for the review task.

    task_details-collection

  6. Select Submit, and then select Done to close the confirmation message. A notification for the new task is sent to the approver.

  7. Log in to Experience Manager Assets as an Approver and navigate to the Assets console. To approve assets, select the Notifications icon and then select the review task from the list.

  8. In the Review Task page, examine the details of the review task, and then select Review.

  9. All the assets in the collection are visible on the review page. Select the assets and select the Approve/Reject icon to approve or reject assets, as appropriate.

    review_task_collection

  10. Select the Complete icon from the toolbar. In the dialog, enter a comment and select Complete to confirm.

  11. Navigate to the Collections console and open the collection. The approval status icons for the assets appear in both the Card and List views.

    Card view

    collection_reviewstatuscardview

    List view

    collection_reviewstatuslistview

See also

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