Hypothesis workflow
The workflow pane in the platform lets you create workflows directly from a hypothesis.
Create a workflow in a hypothesis
Workflow options are on the righthand side pane within a hypothesis.
- Add a title for each step or sub-step.
- Assign the step to a user.
- Add a due date, or complete the step.
- (Optional) Open the context menu (...) and select Add Sub-step to add a sub-step.
- Click the people icon to manage assignees to the hypothesis.
- Click the calendar icon to edit the due date.
Save a workflow as a template
Open the context menu (...) and select Save as workflow template to save a workflow as a template for re-use.
Update a workflow template in a hypothesis
Make changes to a workflow template, then open the context menu (...) and select Update workflow template.
Remove a workflow from a hypothesis
Open the context menu (...) and select Remove workflow from this hypothesis.
Change a workflow in a hypothesis
Changing the workflow, assignees, and due dates does not impact progress that was made on the hypothesis. However, you cannot change a workflow for completed or archived hypotheses.
Drag and drop steps in the workflow
You can drag and drop steps and sub-steps in the workflow editing options in the hypothesis. Hover your cursor to the drag and drop icon and drag the steps above or below to change the order.
Add rich text description to steps
Enter rich text description to steps. Optionally, select text and click AI to receive suggestions.
Change step status
Expand the step details and go to the Status drop-down list. You can change the status of a step to Not Started, In Progress, Complete, Send back, or Skip.
When you select Complete, the hypothesis indicator fills in green.
Create a required approval step
Open the context menu (...) and select Approval Required to make the step un-skippable. You can also add a sub-step.
Complete all steps with a single click
Click Mark Complete and move the entire hypothesis to Done.
This completes all steps with one click and marks them with the green indicator.
Copy a flexible workflow
To copy a hypothesis using an existing flexible workflow, open the context menu (...) and select Copy. The updated workflow is carried over to the new hypothesis, including all changes such as added or removed steps, and changed assignees.
To create the new hypothesis with the original flexible workflow (without any changes), re-select the original workflow name in the Workflow drop-down list of the Copy Hypothesis view.