Basics of Transition Status
Set a status to keep track of which classic files and projects you've transitioned to next generation of Workiva and which ones you don’t need to transition. This helps to keep track of files and communicate with your team. Only admins and documents owners can set a transition status, but all users can see it.
Items that don’t need to be transitioned are marked as not applicable by default. As a best practice, set and update the transition status before, during, and after you transition.
Not Applicable - set by default for items that don't need to be transitioned.
Not Set - the default status for documents and files.
Needs Transition - use this status to mark items that need to be transitioned.
In Progress - set this status for documents and projects in the process of being transitioned.
Complete - when you're done, mark the transition as complete.
No Transition Needed - use this status for documents or projects that don’t need to be transitioned.
Set a Transition Status
To set a transition status:
- In Files or Recent Files, find the file or project.
- Click in the Transition column.
- Select a transition status from the menu.
Note: When you set a transition status for a project, it automatically updates the transition status for any file in that project. This also overrides any status previously set.
You can also set a transition status on multiple items by right-clicking and then selecting a transition status.
Filter by Transition Status
You can filter by status to see where classic files are in the transition process. This is helpful when you want to review where you are in the transition process or find items in a specific status.
To filter by transition status:
- From Files or Recent Files, click the Filter icon in the top right.
- Select the statuses to filter by.
- Click Apply.
To remove filters, you can deselect the applied filters or click Clear Filter.