Workflow

Workflow related help articles

+3

24 articles in this collection
Written by Rob Hoehn, Deepti Hawaldar, Deepthi Joseph and 3 others

Funnel Management

Configuring Funnels

Written by Rob Hoehn
Updated over a week ago

Build Team Stage

Written by Rob Hoehn
Updated over a week ago

Reserve Stage

Reserve/Archive Stage

Written by Deepti Hawaldar
Updated over a week ago

Ideate Stage

Written by Rob Hoehn
Updated over a week ago

Estimate Stage

Written by Rob Hoehn
Updated over a week ago

Refine Stage

All about the refine stage

Written by Lara Luik
Updated over a week ago

Assessment Stage

Assessment Stage

Written by Deepthi Joseph
Updated over a week ago

ReviewScale Stage

Written by Lara Luik
Updated over a week ago

Fund Stage

Written by Rob Hoehn
Updated over a week ago

Cumulative Vote vs Per Stage Basis Vote

All about cumulative and per stage basis vote, Stage change, Campaign change and Merge ideas

Written by Anika Tasnim
Updated over a week ago

Stage Permissions for Submitters, Teams, Owners & Groups

Written by Lara Luik
Updated over a week ago

Selected & Implemented Ideas

All about selected & implemented ideas

Written by Anika Tasnim
Updated over a week ago

How to Delete a Stage or Funnel

How to delete a stage or funnel

Written by Saykat Gupta
Updated over a week ago

Assessment Stage Rating Calculation

How to calculate the Assessment stage overall rating

Written by Anika Tasnim
Updated over a week ago

Idea Teams

Idea Ownership

How to assign a owner to manage one or many ideas

Written by Rob Hoehn
Updated over a week ago

Team Roles

Written by Rob Hoehn
Updated over a week ago

Automation Builder

Automation Builder

Written by Rob Hoehn
Updated over a week ago

Labels in Automation Builder

labels, automation builder, set up label, action, condition

Written by Deepthi Joseph
Updated over a week ago

Report Abuse Idea and Comment

How to report abuse an idea

Written by Anika Tasnim
Updated over a week ago

Webhook with Trello

Trello, automation builder

Written by Deepthi Joseph
Updated over a week ago

Report Duplicate Ideas

Written by Anika Tasnim
Updated over a week ago

Manage Duplicate and Abuse Idea

Written by Anika Tasnim
Updated over a week ago

Webhook with Jira

Automation builder, Jira

Written by Deepthi Joseph
Updated over a week ago

Webhook with GitHub

Automation Builder, GitHub

Written by Deepthi Joseph
Updated over a week ago