LP4: What is the Basket and how do I use it? – e-flow

Introduction

The basket is used for holding assets with three main purposes:

To send multiple assets on an approval
To download multiple assets simultaneously
To compare 2 assets

The basket can be accessed at any time by clicking the basket button at the top right of the window.

How to Add an Asset to the Basket From an Asset Library

1. Using the navigation bar, navigate to Assets.

2. Open an asset library.

3. Select the asset(s) you require adding to the basket by clicking the tick box (not the asset name or row as this will open the asset).

4. Once all required assets have been selected, click the Add to Basket button at the top right of the window.

5. Continue to add assets from other libraries as required.

How to Add Assets to the Basket From the Asset Details Page

1. Navigate to an asset and open it.

2. From the action tool ('...') at the top of the window click ‘Add to Basket'.

3. The button will then change to ‘Remove from Basket’ should you wish to remove the asset from the basket.

How to Download Assets From the Basket

1. Access the basket by clicking the Basket button (shopping trolley icon) located at the top right of the window.

2. Select the assets you wish to download by clicking each asset row (not the asset name as this will open the asset).

3. Click the Download Selected Assets button.

4. Assets are added to a compressed folder and downloaded into your default browser downloads folder.

How to Send Assets on Approval From the Basket

1. Access the basket by clicking the Basket icon located at the top right of e-flow.

2. Select the assets you wish to download by clicking each asset row (not the asset name as this will open the asset).

3. Click the button located at the top right of the window.

4. In the dialogue box displayed, on the General tab, enter the Activity Name as to be displayed in the recipient's task list.

5. Select the Calendar - selecting a 9-5 calendar will ensure the duration entered (8 hours in the image below) will be restricted to be within the hours of 9-5. Select a 24/7 calendar to allow the duration to continue after 5 pm.

6. Select a Priority (Urgent / Normal / Low). This adds a flag to the task, visible in the recipient's task list.

7. Enter Notes/Comments if applicable to provide details on what is required of the user(s) reviewing the asset.

Complete the Approval Step

Approval Steps can contain one or more users. Each user in the step will receive the task to complete the approval simultaneously. There is one step by default.

1. Where it says ‘Step 1’ you can change to a different display name that the assigned reviewers will see in their Tasks page.

2. Add a duration for the step.

3. Click the blue pencil icon, select the user(s) for the approval step and select a User Role or a specific Contact.

4. To add additional Contacts / Roles to the step, click the Add Reviewer button at the bottom of the dialog box.

Add Additional Steps

To add additional steps, click the 'Add Step' button as shown in the image below. Re-order the steps using the arrows and delete a step using the delete button .