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⚙️ Define Funnel-Management-Workflow 

ADMINS AND MODERATORS CAN DEFINE THE WORKFLOW FOR FUNNEL MANAGEMENT IN CASEBASE. THE WORKFLOW CONSISTS OF THREE LEVELS AND PROVIDES A STRUCTURED WAY TO EVALUATE AND MANAGE USE CASES.

📄Table of Content

 

 

🏗️ Funnel Structure

🎯 Level 1 – Maturity Levels

  • Customizable: name, icon, color, short description

  • Represent the overarching stages in the funnel (e.g., Ideation, Evaluation, Implementation)

🚦 Level 2 – Quality Gates

  • Directly assigned to a Maturity Level

  • A Maturity Level can contain several Quality Gates (e.g., New Submitted, In Progress, Done)

  • Naming is flexible

✅ Level 3 – Quality Gate Checklists

  • Checklists with individual to-dos for each Quality Gate

  • Support a structured review of use cases within the respective funnel stage

⚙️ Management & Inheritance

  • The setup can be centrally defined in the Account Settings.

  • This definition is automatically inherited by all workspaces.

  • On workspace level, deletion is not possible, but additions and extensions can be made.

  • Alternatively, a workspace can configure its funnel setup entirely individually if no global structure is predefined.

👥 Roles & Permissions

  • Admins: can create and edit Maturity Levels, Quality Gates, and Checklists in both global account settings and workspace settings.

  • Moderators: can only create or edit funnel elements within workspace settings.

🚀 Creating a Funnel

Add Maturity Levels

Navigation: Account Settings or Workspace Settings → Workflow → Maturity Level

  • Define name, icon, color, and description

  • Adjust order via drag & drop

Add Quality Gates

Navigation: Account Settings or Workspace Settings → Workflow → Quality Gate

  • Select the associated Maturity Level

  • Define names freely

  • Adjust order via drag & drop

Add Checklists for Quality Gates

  • Open the hamburger menu of the Quality Gate

  • Add to-dos for each gate

  • Mark items as “Required” if necessary

🗑️ Deleting Funnel Elements

Cascading deletion:

  • A Maturity Level or Quality Gate can only be deleted if no use case is linked to it.

  • To delete a Maturity Level or Quality Gate, the use case must first be reassigned to another Funnel Stage that will remain.

  • This ensures that no use case is ever stored without a valid assignment.

Renaming:

  • If a Quality Gate is renamed, the label is automatically updated in all related use cases.

Editing instead of deleting:

  • Labels of existing funnel elements (Maturity Levels / Quality Gates) can be edited at any time.

🌍 Multilingualism

  • Names and descriptions of Maturity Levels, Quality Gates, and Checklists must be maintained in the language of the respective Account or Workspace.

  • Responsibility for linguistic consistency lies with the respective account or workspace.