Adding new workflow stage

Overview

The Workflow Stage feature allows you to create new stages that help organise participants within your workflow. You can add a new stage, name it, assign a category, and optionally use it for manual updates that do not trigger participant actions. This is useful when you want to visually or logically separate participant statuses without starting any automated workflow processes.

Step-by-Step Approach

1. Add a new stage

• Go to the Workflow module.
• Open the Stages area.
• Click Add Stage.
• A new stage setup screen or dialog appears.

2. Add a stage for manual updates (optional)

You can create a stage that is used only for organising participants, without triggering any workflow actions. This type of stage is useful when you want to:

• Track internal review progress
• Mark participants without sending communications
• Manually move participants between statuses

3. Enter or edit the Stage Name

• Enter a clear and descriptive stage name in the Stage Name field.

4. Select Category from the Category dropdown

• Open the Category dropdown.
• Select the appropriate stage category.

Outcome

Once the stage is added and configured, it becomes available within your workflow. Administrators can move participants into the stage manually or as part of a structured workflow, depending on how it is connected. This ensures participant progress is clearly tracked and managed throughout the process.