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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.  

 

00:00: This tutorial guides you through creating a new workflow in Ideawake.

00:04: Click on the gear icon in the right hand corner.

00:07: Navigate and select "Manage Workflows" from the drop-down menu

00:11: Next, Click on the "Create Workflow" button.

00:14: A pop-up will appear where you can provide a title to the workflow.

00:18: When ready, click on the"Create Workflow" button to save your new workflow.

00:23: You have successfully created a new workflow in Ideawake.

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