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BETA: How to Customize Your Workflow

Need to make edits to your workflow? Learn how to manage your workflow and setup advanced Custom Stages

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Written by Product Solutions
Updated over a week ago

πŸ’‘ This feature is currently in beta. If you encounter any issues or have suggestions for improvement, please contact our Support team by emailing [email protected].

Project 2.0 gives you complete control over your project workflow. You can reorder stages, add custom steps, and configure task delivery to match your brand processes.

Accessing Workflow Tab


  1. Navigate to your Project (must be a Project 2.0)

  2. Go to Settings β†’ Project Settings β†’ Workflow tab

Workflow Stage Management


Reorder Existing Stages

  1. In the Workflow tab, locate your stage list

  2. Drag stages up or down to reorder

  3. Changes apply immediately without affecting active creators

  4. Use Creator Portal Preview to see creator experience

Add/Remove Stages

  • Click Add Stage for additional Aspire default stages

    • Or create a Custom Stage

  • Click the Trash icon to remove unnecessary stages

  • Stages integrate seamlessly with existing workflow

Choose Prerequisite Stages

Select stages & move them to Prerequisite Stage section

These tasks need to be completed in sequential order before Creator unlocks the following stages.

Choose Flexible Stages

Select stages & move them to Flexible Stage section

These tasks can be completed in any order by creators once they have completed all the stages in the Prerequisite Stage section.

Add Custom Stages

Custom Stages let you create workflow steps beyond Aspire's defaults, with configurable actions, statuses, and forms to capture exactly what your brand needs.

  1. Go to Project Settings β†’ Workflow tab

  2. Add a Custom Stage to your Workflow

  3. Select from a template or create a Blank Custom Stage

  4. Configure the new stage via the Custom Stages tab


Thank you for your interest in this beta! If you encounter any issues or have suggestions for improvement, please contact our Support team by emailing [email protected].

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