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Change a requirement

You can change work that you asked for: its words, dates and links. This page also shows how to start a requirement again from the beginning.

Open a requirement

  1. Click My Requirements in the menu.
  2. Click the card of the requirement.

  3. The requirement page opens. It shows everything about it.

    A requirement page with its buttons at the top, details in the middle and the steps on the right

On the right side, the Status box shows every step. Ticked steps are finished. The current step is coloured.

The Status box on the right side of a requirement page

Change the words or dates (Edit)

  1. Open the requirement. Click Edit at the top.

    Close-up: the Edit button

    The full screen. The red box shows the Edit button.

  2. The Edit Requirement page opens. It looks like the New Requirement form. Change what you need: title, visuals, content, captions, notes, links or dates.

  3. Click Save Changes at the bottom.

    The Edit Requirement page. The red box shows the Save Changes button.

  4. You will see Requirement updated.

Note

You can only edit requirements that you asked for yourself.

  1. Open the requirement. Find Attachments. Click Add Assets.

    Close-up: the Add Assets button

    The full screen. The red box shows the Add Assets button.

  2. To add a file: click Click or drag files to upload, choose the file, then click Upload 1 file(s).

    Close-up: the chosen file and the Upload button

    The full screen. The red box shows the Upload button.

  3. To add a link: under Or add a link, type a Link name, paste the URL, and click Add.

Files on the test website

On the test website, file uploads show Network Error. Add a link instead.

Start again from the beginning (Clone & Replace)

Use this when the brief has changed a lot after a designer started. The old requirement is deleted. A fresh copy starts again at Unassigned. The designer gets a message.

This button shows only when the work is Assigned or In Progress.

  1. Open the requirement. Click Clone & Replace at the top.

    Close-up: the Clone & Replace button

    The full screen. The red box shows the Clone & Replace button.

  2. A window opens. Change the title, description, dates or notes for the new copy.

  3. Click Clone & Replace at the bottom of the window.

    The Clone & Replace window. The red box shows the Clone & Replace button.

Warning

The old requirement and its history are removed. Only use this if you really need to start again. To ask for small changes, wait until the work comes to you and use Request Revision.