Add Workflow - Step 6

Step six is to add workflow stage change rules in the ideation workflow.

After adding a new stage in the ideation workflow, you can also add rules which should be fulfilled before moving an idea from a workflow stage to another workflow stage.

After adding a new stage in the ideation workflow, you can also add rules which should be fulfilled before moving an idea from a workflow stage to another workflow stage.

In order to add a workflow rule, click on the Add Rule drop-down button.

Then, select a rule from the dropdown.

Then, enter the name of the rule or the target value if applicable. For example, if you select checklist, then provide the title of the checklist and add checklist items.

Then, click to save individual rules or click on the Save button at the corner of the screen to save all of them together.

You should note that all rules may not be applicable in each stage of the workflow.

Some workflow rules will require you to enter target or minimum value as criteria. For example, you would like to promote an idea from voting stage to rating stage in the workflow if a minimum number of comments are more than 30 and minimum number of upvote more than 25.

Here is an example of an ideation workflow stage with workflow rules.

The next and last step is to add the Idea workflow stage for idea execution that will be explained in the next module.