4.0 Adding Workflow Stages
Adding Workflow Stages
Users must be granted the Workflow manager permission by an administrator to modify Workflows
👥 User Journey
User Journey – Adding Workflow Stages
📋 Setup
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
📘 Steps
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
:note: Notes
The order of the Workflow Stages is aesthetic only – it does not affect the approval process
Warnings
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