Customize Your Submissions Board

Although Reflective provides a default workflow for your Submissions Board, you can easily change the flow to fit your needs. In this article you will learn how to: 

1. Delete Stages

2. Add Stages

3. Rename Stages

4. Adjust Stage Order


1. Delete Stages

To delete one of the stages from your workflow, click the the triple stacked dots on the right side of the stage header. The delete option should appear below. As soon as you click on the delete button, that stage should disappear from your workflow. 

2. Add Stages

To add a new stage to your workflow, click on '+ Add New Stage' to the far right of the workflow. A new, untitled stage will appear at the end. Type in your desired name and hit enter. 

3. Rename Stages

To rename a stage, simply hover over the current name and click on the pen tool when it appears. Type in your new stage name and hit enter.

4. Adjust Stage Order

To change the order of the stages, click and drag the stage you want to move and drop it in the new location. You can move all the stages into whatever order you like. 

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