Add the Create Proposal from Idea Workflow
Note: This topic is part of the Custom Idea Workflow: Example series.
To add the Create Proposal from Idea workflow:
- In the sidebar, hover over Workflows and Forms, and select Workflow Design.
- On the Workflow Design page, select Add.
- In the Workflow area, in the Name field, enter Create Proposal from Idea.
- In the Description field, enter Custom workflow to create a project proposal from an accepted idea.
- Select Save.
Last Published Tuesday, May 21, 2024