RoboHead Enhancements

Product Update: Sequential Reviews, @Mentions, and more

RoboHead 2.8 Release – May 2020

We are pleased to announce RoboHead version 2.8! This update brings some of your most-requested features: Sequential reviews and @mentions headline this update, along with often-requested features like template copying, Review shifting, and more.

Multi-stage sequential Reviews to help automate the Review and Approval process

Sequential Reviews allow you to route a single review through multiple users or groups of users. For example, if an item needs to be approved by copywriters, then marketing, and then legal, Sequential Reviews allow you to plan this workflow out without having to guide your reviewers through each step.

Keep reviews from bogging down your project schedule by configuring and automating multi-stage review approvals. 

Robohead’s new feature will speed up the review process by automating what stage the appropriate parties have access to review. Reviews can efficiently be routed in-sequence to capture consolidated feedback from the necessary team members on time, helping to keep the project on schedule.

Add a Stage history/activity stream
Review Owners who need to see specific Review activity, especially during each stage of the Review, now have a better understanding of the review’s status — who has approved, yet to review, or why it may have stopped, etc. With this information, review owners will be able to take necessary actions with the correct people to keep the project on schedule.

multi-stage sequential reviews

Send review feedback to the right person with @Mentions
When annotating a review you can assure your comment reaches the person who needs to see it by addressing it to that individual by using the @ key. Automated emails will be sent to notify the appropriate user.

NEW Note Feature

Add ‘Email Message’ content as a new Note on the Review
Now Review Owners and Reviewers can view any Email Message having to do with the review within the note section to keep track of activity and take appropriate action.

multi-stage sequential reviews
Customization options for ‘My Work’

More ways to make ‘My Work’ your own
With more information available for you to view and the ability to create & save filters in My Work, you can be sure you will see exactly what you want and need to get the work done.

NEW Template options

Rinse. Copy. Repeat.
Users now have the ability to copy all Template items (Tasks, Reviews, Budgeted Expenses, Files, Team, Tags) into existing Projects and Templates.

NEW Columns for Admins and Managers

View the work in projects and campaigns that are important to you.
Apply filters to see the projects and campaigns you’re apart of for quick access into the work being done. These fields are also available in reports. Managers may need to ask their admins to grant them access.

RoboHead Is Here for You

We know that this has been a challenging year already for businesses everywhere. We’re not even half-way through 2020, and it’s already been the most unusual year in memory. If you’re experiencing any issues or need assistance with our new features our team is standing by to help your business in any way we can. Please feel free to reach out.

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