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Review and keep it current ​

Writing an article is half of it. The other half is that someone else reads it before it counts, and that somebody looks at it again before it goes stale. The board's lists do both.

From draft to published ​

WhenDo thisWhat happens
You start writingPut the card in Drafting, assigned to you.Everyone sees it is being written, and by whom.
It is ready for a second pair of eyesDrag it to In review.With a rule on that list, the reviewers get a line under their bell.
A reviewer has something to sayThey select the words and comment on them.You are told, as its assignee, and the comment sits beside the text. Viewers can comment too.
It is agreedDrag it to Published. Set its Owner and a Review by date, and take the assignee off.It is part of the handbook, and nobody's task.

Small boards can skip In review: drag straight to Published and @mention someone in a comment to ask for a look.

Review, as a reader ​

Open the card and click Expand to read the article full page. Then say what you think, next to the words you mean:

  1. Select the words.
  2. Click Comment, and write.

The writer sees your comment beside the text, answers under it, and resolves it when it is dealt with. See comment on the text.

  • For something about the whole article, write an ordinary comment on the card.
  • @mention the writer if they aren't the card's assignee.
  • React with 👍 or ✅ when a comment needs no words back.

Change a published article ​

Open it and edit it. It doesn't have to go back to Drafting for a small fix.

The card's History tab says who edited the description and when, and Versions on the full page keeps the text as it was, to read or to bring back (see write together). For a change that matters, say what changed in a comment: everyone who follows the article is told.

To hear about changes to an article you rely on, open it and click Follow. See notifications.

Look at it again ​

An article is true on the day it was written. Review by is the day someone should check it still is.

  • Open the Review overdue preset (see set up the board), or sort the Outline by Review by.
  • Read each one. Still right? Move the date on. Not right any more? Fix it, or mark it outdated.
  • Do it on a day you choose: the first Monday of the month works.

Six months is a good first guess for the date. Prices and anything with a person's name in it need less.

Mark it outdated ​

Drag the card to Outdated. Say in a comment, or at the top of the text, what replaced it.

Outdated counts as Done, so the card fades from the board after two weeks and its title is struck through in the Outline. To put it away for good, archive it: see done cards and the archive. An archived article can still be found and read in Search cards, and brought back.

Who does what ​

Role on the boardCan
OwnerEverything, and sets up the lists, fields and rules.
EditorWrite, review, publish and mark outdated.
ViewerRead every article, comment, follow.
Anyone with the link (if switched on)Read.

Good to know ​

  • Two people can edit the same article at the same moment: both are in the same text, and it is saved as they write. See write together.
  • Moving a card between lists isn't an edit: History keeps the two apart.
  • A limit on In review ("at most 5") keeps reviews from piling up.

Next ​