Add Transitions

Add transitions in between stages to define the flow of each stage. You can add more than one transition to each stage. Your access to these settings is dependent on your version of ConceptShare.

Important: Workflows are available only in the Enterprise Edition of ConceptShare.

Before you can add transitions to stages, you must first create workflow stages. For instructions, see Create Workflow Stages.

To add transitions to workflow stages:

1. Log into your account.
2. At the top right of the screen, click the gear wheel , and select Workflow Templates.
3. On the toolbar of the Workflow Templates dashboard, click a Deliverable or Project template and click Edit Deliverable Workflow.
4. In the Edit Deliverable Workflow dialog box, click the chevron to the right of a workflow stage, and select Add Transition.
5. Click Save.

After adding transitions to your workflow stages, you must now add actions. For instructions, see Add Actions.