How do I shortlist files on a board?

Shortlisting files on a board helps organize and prioritize important items. Follow these steps to shortlist files efficiently:

1. Open the Board:

• If you created the board, you’ll find it under ‘Boards’.
• If the board was shared with you, you’ll find it under “Shared with me”

2. Select files for shortlisting:

• To shortlist multiple files at once, select them and click the Shortlist button.
• Alternatively, you can click the Star icon on individual files to add them to the shortlist.
• Both Approvers and Reviewers can complete this step.

3. Mark shortlisting as complete:

• Once the necessary files have been shortlisted, the Approver must click ‘Shortlist Complete’ to notify the creator to take the next steps.
• The board’s status will be updated to ‘Shortlist Complete’ to reflect the progress.