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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...

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...

The Clarification state allows the state owner (and up) sending the idea back to the author(s) to edit the submission form fields based on their feedback. O...

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...

This video highlights the Kanban workflow. It provides an overview of the tool and how it works within the system. Kanban Workflow Management Video T...

In order to be able to involve additional stakeholders in the workflow you can add new roles and then define their responsibilities. Once a role is added, u...

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...

By default, ideas/projects are visible to the campaign audience regardless of the state they are currently at, with the following exceptions: - When the...

The state transition permissions refer to the ability to manually move an entity (i.e. an idea/project/startup etc.) from a specific state in the workflow t...

Setting automatic workflow transitions is an essential tool to increase efficiency, enhance consistency in decision making and prevent human errors. Watch ...