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:
- Log into your account.
- At the top right of the screen, click the .
- On the toolbar of the Workflow Templates dashboard, click a Deliverable or Project template and click Edit Deliverable Workflow.
- In the Edit Deliverable Workflow dialog box, click Add .
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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. - Click Save.
- To create more stages, repeat steps 4 to 6.
After creating the workflow stages, you must now add transitions. For instructions, see Add Transitions.
Parent Topic: How to...