Add Refinement Stage

This tutorial guides you on How To Create Refinement Stage

Select "Manage Workflows" from the drop down menu to open the workflow management section and view existing workflows.

Click on the title of the workflow you would like to add a refinement stage to

Click the "Add Stage" button

Click on "Refinement" to designate this stage for refining ideas within your workflow.

Give your stage at title such as 'additional information'.

Click create new field to begin building the fields you would like to be completed in this stage.

Begin creating your fields.For example, Click "Single Select" to define the new field as a single-choice selection for user responses.

Give the field a title.

and add your response types.

Click "Disabled" to make this field required.

The toggle button ill turn green

Click on the "Create Custom Field" button to save the new field and include it in the workflow stage.

Navigate to the assignee settings section and select who will be responsible to complete for this workflow stage.

Configure your assignment settings such as putting a time limit on the stage as well as enabling notifications and email reminders to reduce delays.

Here you can select if the stage will be marked complete only if all fields are completed or if a certain number of fields are completed.

Update settings to set who will receive a notification when an idea enters this stage.

When ready click the "Create Stage" button to create your refinement stage. Note, you can make changes at any time after the stage is created.