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

      Create a New Workflow

      Workflows are simply the rules for how ideas are submitted, surfaced, tracked and implemented on your Ideawake platform.

      Step One - Create a Workflow

      Workflows are simply the rules for how ideas are submitted, surfaced, tracked and implemented on your Ideawake platform. Each workflow contains stages, which are customizable steps that submitted ideas go through as they are submitted, evaluated, and put into action. 

       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       

      Step Two - Add Stages to Your Workflow 

      Stages are customizable steps that submitted ideas go through as they are submitted, evaluated, and put into action. 

      workflow-explanation

      Understanding Stage Action Types 

      Each stage allows you to assign specific stakeholders to complete specific actions. 

      No Action 

      No action stages function as holding stages to store and track ideas. 

      Scorecarding 

      Create custom criteria to evaluate ideas on to determine their potential.

      Refinement 

      Collect additional information about ideas using custom fields.

      NoAction Stage

      		 Scorecarding Stage Refinement Stage
      Create a No Action Stage Create a Scorecard Stage Create a Refinement Stage