Create Workflow Stages

Create the stages for the workflow template that you created. 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 create workflow stages, you must first create a workflow template. For instructions, see Create a Workflow Template.

To create workflow stages:

1. Log into your account.
2. At the top right of the screen, click the gear wheel > 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 Add .
5. On the Stage Properties pane, specify the following information:

   Option	Description
   Name	Enter the name of the stage.
   Description	Enter the description for the specific stage.

6. Click Save.
7. To create more stages, repeat steps 4 to 6.

After creating the workflow stages, you must now add transitions. For instructions, see Add Transitions.