Assigning reviewers to sections

Overview

You can manually assign reviewers to existing sections.

Assigning reviewers from the Reviewers column

1. Click the Add icon in the Reviewers column for that section.
   
2. Select a review process:
   • Select Any if any one of the reviewers can complete the review.
   • Select All if all of the reviewers must complete it.
   • Select Sequential if all reviewers must complete the review in a specified order. You can click and drag the handle of a reviewer to change their order.
3. Select a due date, and reviewers, then click Add.

Assigning reviewers from the Manage Users pane

1. From the Sections list, click the More Options menu and select Manage Users.
   
2. The Manage Users pane appears, defaulting to the Authors tab. Click the Reviewers tab.
3. Select a review process:
   • Select Any if any one of the reviewers can complete the review.
   • Select All if all of the reviewers must complete it.
   • Select Sequential if all reviewers must complete the review in a specified order. You can click and drag the handle of a reviewer to change their order.
4. Click Add reviewers.
   Note: If some reviewers are already assigned, click to add reviewers.
   
   • You can click the Help me choose reviewers link to search and add authors.
     • The Select Reviewers screen will be displayed with information about the reviewers' roles and current workload.
     • You can search for users from the Search Users text box. To add users, select the checkbox associated with them and then click Select.
       Note: Existing reviewers can be removed and sections can be reassigned to other team members.
     • Click Assign and send notification to assign reviewers and send an instant notification. Click Assign and queue notification to assign reviewers and queue a notification. You can send the queued notification later.
   • You can click the Remove icon to remove an existing author.
   • You can type % to see a list of available authors.
     
5. Set the due date, time and time zone.
6. (Optional) Enter a message for the reviewer. Turn on the Track as section comments toggle to include the message in the section comments.
7. When you enter an author, the Queue and Notify Later toggle turns on automatically. Turn off the toggle if you want to immediately notify the owners.
8. Click Save.

See the video below for a quick walkthrough of the process. Click the dot to see each step.