4.0 Adding Workflow Stages

Users must be granted the Workflow manager permission by an administrator to modify Workflows

Click Settings in the side menu

Select Workflows from the Settings sub-menu

In the header bar, click the expander arrow if the filter options are hidden

1️⃣ Click the expander arrow on the Workflow to add stages for

2️⃣ Click the Add new workflow stage button

3️⃣ Enter a name for the Workflow Stage

4️⃣ Enter the number of approvals required for the stage

5️⃣ Click Add

6️⃣ [optional] Add additional Workflow Stages

7️⃣ Click the floppy disk icon to save

The order of the Workflow Stages is aesthetic only – it does not affect the approval process

This feature is not Task-protected – changes, including deletions, are effective immediately and are not reversible

Adding a Workflow without Workflow Stages allows Tasks to be completed without approval

1. Glossary