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:

  1. In the sidebar, hover over Workflows and Forms, and select Workflow Design.
  2. On the Workflow Design page, select Add.
  3. In the Workflow area, in the Name field, enter Create Proposal from Idea.
  4. In the Description field, enter Custom workflow to create a project proposal from an accepted idea.
  5. Select Save.