Add Idea to a Workflow

This tutorial guides you through adding an idea to a workflow. There are two ways you can do this.

Locate the idea you wish to add to a workflow. Click on "Stage" in the right hand corner of the idea card.

A drop down menu will appear. Navigate to and click on "Change Workflow" to add to a new workflow.

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

Make your selections from the drop down menu.

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

An additional pop-up will appear where you can select notification settings for the workflow change and/or update.

Click on the "Save Changes" button to apply and save the modifications made to your workflow stages.

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

Select the idea by clicking on the checkbox to the left of the idea title you wish to add to a workflow.

Once selected, a new menu bar will appear.

Click on the "Add Workflow" button.

Select the workflow stage you'd like the idea to be added to from the drop down menu.

Click the "Save Changes" button to finalize and save all updates made to your workflow configuration.

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

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