What is Workflow Card View?
What:
The Workflow Card View, also known as Workflow, is an interactive and visual tool designed to assist you in effectively managing and tracking the progress of ideas throughout the evaluation process. With Workflow, you can easily organize and visualize ideas as they move across different stages.
When using Workflow, you have the flexibility to define and customize columns that represent the various stages or milestones through which an idea progresses. These stages can be tailored to align with your specific evaluation process, starting from the initial submission of ideas to their validation as viable options.
By utilizing the sorting functionality within Workflow, you have the power to determine the order in which the cards representing ideas appear within each column. Sorting options can be based on factors such as the date of submission, the assigned score, or the popularity of the ideas. This allows you to prioritize and arrange ideas according to your specific preferences and criteria.
Furthermore, Workflow enables you to apply filters to the card view, granting you control over the ideas that are displayed. You can filter the view to show archived ideas or ideas that you have personally liked, helping you quickly access and review specific subsets of ideas based on your needs and interests.
Why:
Implementing the Workflow Card View feature offers several benefits in managing and visualizing the progress of ideas within your evaluation process. By utilizing this interactive tool, you can enhance collaboration, streamline workflow, and gain valuable insights. The following are some reasons why creating a Workflow Card View is advantageous:
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Visualize Progress: The Workflow Card View provides a clear visual representation of the various stages an idea goes through, enabling you to track its progress from submission to validation. This visual approach enhances transparency and allows team members to have a holistic view of the idea pipeline.
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Organize Ideas: With Workflow, you can effectively organize and categorize ideas into different columns based on their current status or stage in the evaluation process. This systematic arrangement facilitates easy navigation and ensures that ideas are appropriately managed.
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Streamline Evaluation: Workflow enables a structured evaluation process by defining the specific stages and milestones that ideas must pass through. This streamlining helps ensure consistency in the evaluation criteria and reduces ambiguity, making the decision-making process more efficient.
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Enhance Collaboration: By using Workflow, teams can collaborate more effectively by having a shared understanding of the progress and status of ideas. It promotes communication, encourages feedback, and fosters a collaborative environment where team members can contribute and provide insights at each stage.
Best Practices:
Tailor the column labels to align with your organization's evaluation process and terminology. This customization enhances clarity and ensures that team members understand the stages and milestones associated with each column.
Establish clear guidelines and expectations for each stage of the Workflow. Clearly communicate the criteria for advancing an idea from one column to the next, ensuring consistency and a shared understanding among team members.
Keep the Workflow Card View up to date by regularly updating the status of ideas as they progress through the evaluation process. Regular monitoring ensures that the Workflow accurately reflects the current state of ideas and helps prevent bottlenecks or delays.
Encourage team members to actively engage with the Workflow Card View, providing comments, feedback, and suggestions on the ideas at different stages. Foster a culture of open communication to leverage the collective intelligence of the team.
Notes:
Access to Workflow is exclusive to Professional users.