Add Refinement Stage

00:00: This tutorial guides you on How To Create Refinement Stage

00:04: Click on the gear icon to access community settings

00:07: Select "Manage Workflows" from the drop down menu to open the workflow

00:11: management section and view existing workflows.

00:15: Click on the title of the workflow

00:17: you would like to add a refinement stage to

00:20: Click the "Add Stage" button

00:22: Click on "Refinement" to designate this stage for refining ideas within your

00:26: workflow.

00:27: Give your stage at title such as 'additional information'.

00:31: Click create new field to begin building the fields

00:33: you would like to be completed in this stage.

00:36: Begin creating your fields.For

00:39: example, Click "Single Select" to define the new field as a single-choice selection for

00:43: user responses.

00:46: Give the field a title.

00:48: and add your response types.

00:50: Click "Disabled" to make this field required.

00:53: The toggle button ill turn green

00:56: Click on the "Create Custom Field" button to save the new field and include it in the

01:00: workflow stage.

01:02: Navigate to the assignee settings section and select who will be responsible to

01:06: complete for this workflow stage.

01:09: Configure your assignment settings such as putting a time limit on the stage as

01:13: well as enabling notifications and email reminders to reduce delays.

01:18: Here you can select if the stage will be marked complete only if all fields are

01:21: completed or if a certain number of fields are completed.

01:25: Update settings to set who will receive a notification when an idea enters this

01:29: stage.

01:31: When ready click the "Create Stage" button to create your refinement stage.

01:35: Note, you can make changes at any time after the stage is created.

01:40: A pop-up will appear when the stage is being created.

01:43: The new stage will be added to your workflow

01:46: You have successfully created a refinement stage. Woohoo!