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Add Idea to a Workflow

How to guide on how to add an idea to a new or existing workflow

 

00:00: This tutorial guides you through adding an idea to a workflow. There are two ways

00:04: you can do this.

00:06: Option 1: Click on the challenge title to which you want to add an idea in a

00:10: workflow.

00:11: Locate the idea you wish to add to a workflow.

00:15: Click on "Stage" in the right hand corner of the idea card.

00:19: A drop down menu will appear.

00:21: Navigate to and click on "Change Workflow" to add to a new workflow.

00:26: A pop-up will appear where you can select a workflow and stage to add the idea to.

00:32: Make your selections from the drop down menu.

00:35: Next, Click on the "Next" button to add or change the workflow of an idea.

00:40: An additional pop-up will appear where you can select notification settings for the

00:43: workflow change and/or update.

00:47: Click on the "Save Changes" button to apply and save the modifications made to your

00:50: workflow stages.

00:52: Option 2: Click on "BROWSE IDEA" on the navigation bar of the challenge homepage

00:58: Select the idea by clicking on the checkbox to the left of the idea title you wish

01:02: to add to a workflow.

01:04: Once selected, a new menu bar will appear.

01:08: Click on the "Add Workflow" button.

01:10: Select the workflow stage

01:11: you'd like the idea to be added to from the drop down menu.

01:15: Click the "Save Changes" button to finalize and save all updates made to your workflow

01:19: configuration.

01:21: You have successfully learned how to add an idea to a workflow.

Add idea to workflow

00:00: This tutorial guides you on how to add an idea to a workflow