On Needs review, Active and Completed, filter by Template, Channel or At risk. On Needs review and Active, select several rows to dismiss or cancel them at once.
Start a lifecycle
Members of the workspace start its lifecycles, from a published .
1
Open the start dialog
Click New on any tab except Templates. Until a template is published, New opens the starting points to create one instead.
2
Choose the template and person
Choose a published Template and the Person the lifecycle is for.
3
Pick the anchor date
Pick the date the template is anchored on, such as Start date. If your HR system has the person’s start date or last day, Use HR start date or Use HR last day fills it in. Past dates are allowed.
4
Choose the people
Choose a person for each role, such as Manager. A role is required when a step is assigned to it.
5
Enter a personal email, if asked
When a step sends its form to the person’s personal email, Personal email appears. Leave it empty to use the one from your HR system. If HR has none for the person, nothing is sent without one.
6
Start
Click Start. Ravenna creates the parent ticket in the template’s channel, schedules the steps, and opens the ones due now.
Start from an HR suggestion
When a template has Suggest from HR changes set, a hire or a leaver your HR system reports at its next sync adds a suggested lifecycle to Needs review, with the date and the manager from HR. A later change, such as a moved start date, updates the suggestion rather than adding another.Click a suggestion, or Review in its menu, to check the date and people and start it. The template and person are fixed. Dismiss removes it.Follow a lifecycle
A lifecycle’s page shows its steps three ways:- Timeline: steps grouped by phase, with today marked.
- Board: a column per owner.
- Graph: arrows from each step to the steps waiting on it.
People outside the lifecycle’s workspace see the steps they own and complete them. Skipping, Only mine, form answers, rescheduling, the personal email and cancelling are for members.
Work a step
When a step unlocks, its ticket opens for its owner, and an owner who’s a person gets a message with a link. A card above the ticket’s conversation shows the lifecycle, the step, when it’s due, and Open lifecycle. Owners who are people, and a Form step’s recipients, get one reminder at 9:00 the day before a step is due, unless it was due within a day of unlocking.- Close the ticket or click Mark done to complete a Manual, Workflow or Access step. In the , the button reads Mark work done.
- Fill out form opens a Form step’s form. Submitting it completes the step.
- Skip settles a step without doing it. Steps waiting on it unlock, and its open ticket closes.
Reschedule or cancel
- Reschedule: change the anchor date in the lifecycle’s sidebar. Unfinished steps move with it.
- Personal email: change or clear it in the sidebar. The next form sent there, or its reminder, uses the new address; cleared, it falls back to the one from your HR system.
- Cancel: from the lifecycle’s menu, click Cancel lifecycle. Remaining steps stop and the parent ticket stays open so you can close it out. When steps have open tickets, check Also close the open task tickets to close them too. You can also cancel several from the Active tab.
Learn more about lifecycles and workflows