You and your refinement group may determine that additional actions should be taken prior to rating or making a recommendation on an idea. You can add Tasks to the refinement of an idea, using a project management approach.
To add a task to a refinement process:
From the My Ideas page, click the hyperlink in the Title column for the idea you plan to refine.
Review the summary, any attachments, and any peer reviews for the idea.
Scroll past the list of Refinement Team members.
In the Task
List section,
click the
button.
Enter a Task Description.
Type the name of the person to perform the task into the Assigned To field.
If applicable, enter an amount in the % Complete field.
Click the Save Changes hyperlink.
To make changes to a task, click the Edit hyperlink.
More information on...
Adding Attachments during Refinement
Analyzing an Idea's Peer Reviews
Discussing an Idea During Refinement
Rating an Idea during Refinement
Making a Recommendation on an Idea