Workflow Settings
Qmarkets provides comprehensive setting capabilities to help you determine not only what states are included in the funnel, but also what is happening in ea...
Sun, 7 Dec, 2025 at 2:22 PM
Sometimes, when you don't close or save a change in the self-admin settings, you may find that you can't access your workflow setting page/tab. Thi...
Fri, 6 Jun, 2025 at 2:22 PM
Qmarkets allows clients to add custom features to enhance tracking and management of ideas at various states in their workflows. As part of the standard pac...
Thu, 23 Oct, 2025 at 10:34 AM
The Clarification state allows the campaign manager/moderator to send the idea back to the author to edit the submission form fields based on moderator feed...
Wed, 10 Nov, 2021 at 4:50 PM
Fields or states, when newly created and never used, can be deleted. However, if there is data associated to a field through a submission, or if an ide...
Tue, 13 Feb, 2024 at 8:54 PM
This video highlights the Kanban workflow. It provides an overview of the tool and how it works within the system. https://biteable.com/watch/4413903/49d...
Mon, 21 Jul, 2025 at 9:30 PM
By default, ideas/projects are visible to the campaign audience regardless of the state they are currently at, with the following exceptions: - When the...
Thu, 9 Oct, 2025 at 12:58 AM
Setting automatic workflow transitions is an essential tool to increase efficiency, enhance consistency in decision making and prevent human errors. Watch ...
Wed, 8 Oct, 2025 at 9:25 PM
In order to be able to involve additional stakeholders in the workflow you can add new roles and then define their responsibilities. There are 3 main r...
Thu, 13 Nov, 2025 at 8:32 AM
Workflow Groups act as logical container/clusters of several workflow states, when each workflow state can belong to a single workflow group. The workflow g...
Wed, 10 Dec, 2025 at 9:32 AM