Add New Stage
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      1. Ideawake Knowledgebase
      2. Workflow and Stage Management
      3. Add New Stage

      Add Refinement Stage

      Add Refinement Stage

      *Note: You must be an administrator or moderator to perform this action

      Click on the gear icon in the top right hand corner of your screen

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      Select 'manage workflows' from the dropdown menu

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      Select the workflow you would like to add the refinement stage to by clicking on the workflow title

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      Select 'refinement stage' option on the pop-up screen

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      Enter in the stage details, custom fields, messaging, and enable/disable any settings you prefer (see video for more detail) 

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      Click on the green 'create stage' button and your refinement stage will be added to the workflow

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