How to create workflows

To create a workflow, go to the Configuration tab and open “Workflows”.

Add a new workflow from the Workflows panel.

Name it and create the workflow.

From your Workflow’s page, navigate to the Stages panel and add a new stage.

Select the stage you want to add and move on to the next step. Edit the name of the stage as needed. The platform will apply a default name for the stage, and you have the option to customize the name. For example, if you are doing two rounds of evaluations, you might want to distinguish them from one another, e.g., “Group Evaluation” and “Individual Evaluation”.

Create the stage and repeat as needed until your template has the desired workflow.

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