Botsociety allows you to define custom workflow stages and assign design files and paths to them. For example, you can set up a 'Pending' stage and a 'Needs Review' stage. You can then move design files from 'Pending' to 'Needs Review'. Your teammates subscribed to the 'Needs Review' stage will receive an email notification. If you need to be more granular, you can take the same approach inside a design file, by assigning a particular path to a stage.
Workflow stages setup
You can set up stages on the project level. As a reminder, you can have multiple teams, and each team can have multiple projects. Each project can be shared with different team members. Additionally, each project has its own workflow stage setup. To access it, open a project. You will see a screen like the following. Click on settings:
You will access the stage setup screen. Here you can access, delete, reorder and edit workflow stages. For each stage you can setup a name and a color, like so: To edit the color, click on the gray circle, choose a color and then click 'Select'
Now that the stages are set up, you can organize your design files.
Using the kanban
You can access the workflow view - or kanban - of your project by clicking on 'Kanban' on the top right or on the kanban icon in the view switcher:
You will now see all of your files in the kanban view. By default, the design files or your project will be assigned to the first stage you created.
You can move them on the right or the left by clicking on the arrows next to each design. You can also open a design by clicking on it - the design will open in a new browser tab
You can get an email notification when a design moves into a particular stage. To subscribe to the notification for a stage, simply click on the bell icon next to the stage name:
When the bell is full black, it means that you subscribed to that stage. That's it! Every time you or a teammate will move a design into that stage, you will get an email notification, so you will not miss a thing.
Using stages inside paths
You can use the same paths inside your design file as well, to coordinate on a more granular level. To do so, enter a design file. You can then assign every path to a particular stage.
To do so, click on the three dots menu next to the path header:
And then choose 'Change Stage'. You will then be able to pick a stage as defined in the settings:
You will also see the paths listed on the left, in the Layers panel. By clicking on any path, the canvas will focus on it.
To unassign a stage from a path, open the menu and click again on the selected stage.