The purpose of this article is to help you as an administrator to understand your workflow in your SurveyMonkey Apply site. Each Program within your site will have its own separate workflow.The workflow is where you design your application; you can create the different Stages and within those stages, you can create your Applicant Tasks, Simple Review Tasks, or Advanced Review Tasks.
In this Article...
Why is it Important?
The Workflow presents an outline of the entire application process from the application stage to the review stage and the final decision process. This is the area where new tasks are added and existing tasks can be accessed for editing.
When you first create your new program and access the workflow you will automatically be provided with an Application stage that can be customized with a variety of Applicant Tasks. You can then Add new stages to meet your needs.
How to Access the Workflow
If your program isn't live
- From the site dashboard, click on the Title of the Program
- Click on the Workflow tab at the top of the page
If your program is live
- From the site dashboard, click on the three dots next to the program title
- Click Edit Program
- Click on the Workflow tab at the top of the page
The Workflow at a Glance
The Workflow is a bird's eye view of the process that an application will be guided through based on its success in the application process from the application stage to the review stage and the final decision process. Below is a description of what you will find while viewing the workflow.
- The order of the stages
- When clicking on the Stage you will see a dropdown of the list of Tasks in that stage.
- An icon beside each stage to determine what type of stage it is
- The ability to Add a new stage using the plus sign at the bottom
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