Accessing and Managing Workflow Stages
Overview
The Stages area in the Workflow module allows you to view and manage workflow stages assigned to participants. From this menu, you can see all defined stages, review how participants are distributed across them, and open a participant list for any stage to review or manage users in that workflow step.
Step-by-Step Approach
1. Access the Stages menu in the Workflow module
- Open the Event Dashboard.
- Go to the Workflow module.
- Click Stages in the workflow navigation menu.
This opens the Stages list view.
2. View stages in list view
In the list view, you can see all available workflow stages. For each stage, you may be able to view details such as:
- Stage name
- Category
- Default Stage
- Stage type (if applicable)
- Stage Sub Type
- Number of participants in the stage
This helps you understand how participants are currently positioned within your workflow.
3. Access the participant list of a selected stage
To view the participants assigned to a specific stage:
- Locate the stage in the list.
- Click the stage name or the participant count.
The Participant List for that stage opens, allowing you to review the users currently in that stage. Depending on your permissions, you may also be able to perform participant-level management actions from this view.
Outcome
By accessing and managing workflow stages, you gain visibility into where participants are in the process and can monitor progression through different workflow steps — ensuring your registration and engagement logic is running smoothly.