When responses need enhancement or specific expertise, Delivery Managers can request content from team members. This structured process ensures clear ownership and tracking of content development across the team.
Requesting Content
You can initiate content requests in three ways:
From the Outline
- Select one or multiple questions/sections in the outline. (By default, when you select a question - its questions get automatically selected)
- Click the "Update" button that appears
- Choose "Request Content" from the options
From Section/Question Details
- Open the section or question details page
- Locate the "Request Content" action button
- Click to initiate the request
From the Web App Grid
Select one or multiple questions using the checkboxes in the grid.
Click the Update button in the top header.
Select Request Content from the dropdown menu.
Assign to a user or Guest, set a due date, and add comments in the pop-up window.
When requesting content:
- Select the Project Collaborator to assign.
- Users can also assign it to other platform users in their SiftHub account who are not Collaborators, and also decide to give access to the primary document to them. In this case - they will be added as Collaborators to the Proejct
- Users can also assign it to Guest users who are not in their SiftHub account by specifying their email address. Learn more about this in - Guest workflow
- Set an optional due date
- Add comments to provide context or specific requirements
- Click "Submit" to confirm
The status automatically changes to "Content Requested," and the Question / Section is assigned to the selected team member.
Note: When requesting content for a Section, you have the option to apply the same to all Questions of the Section in one click.
How the Assignee is Notified
Assigned collaborators are notified in two ways:
Email Notifications
The assignee receives an email containing:
- Person who assigned the request to them
- Question/Section details
- Project and Document context
- Direct link to respond
- Any comments from the submitter
New Task Created (Only applicable for Google Workspace users)
A new task (type: Content request) is automatically created for the assignee, which can be accessed from the "My Tasks" tab of the Browser Extension. Clicking on the task opens the respective Section / Question in the sheet or doc, as well its corresponding details page in the Outline.
Updating Requested Content
As an assignee, you'll update the content directly in the Primary Document.
Once you've completed your updates:
Click "Mark as Updated" to indicate completion. This action:
- Changes the status to "Content Updated"
- Reassigns the item back to the original requester
- Notifies them that the content is ready for their review via email notification and task creation
- Assignees original task is marked as completed
If you need another team member's input, use "Change Assignee" to redirect the task while maintaining the current status.