---
title: Build Team Stage
description: Build team stage setup and functionality
---

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# Build Team Stage

## Build team stage settings and functionality

***Path: Workspace Homepage >> Navigation Panel >> >> Campaign >> Community >> Workflow >> Build Team Stage***

| **What is the Build Team Stage? ** |
| --- |
| The Build Team stage is a workflow stage that enables community members to assemble teams of experts, implementers, and colleagues around an idea to collaborate on its development. |

Ideas that reach the Build Team stage open positions that can be filled through automatic assignment, self-joining, or assignment by a Community Administrator or Moderator, depending on how the stage is configured. A Community Administrator sets up the stage across four tabs — Info, Settings, Automation, and Permissions — and can optionally define Team Roles to structure how positions are filled. 

---

### Role Permissions

1. Community Administrator: Configures the Build Team stage (Info, Settings, Automation, and Permissions tabs), creates Team Roles under Campaign Management, and can join the idea team, assign or remove team members, add or remove positions, update role definitions, and promote a member to idea owner.

2. Moderator: Can perform the same team management actions as the Community Administrator on ideas in the Build Team stage — joining the team, assigning or removing members, adding or removing positions, updating role definitions, and promoting a member to idea owner.

3. Idea Submitter: Is automatically added as a team member when the Automatically Assign Idea Submitter as a Team Member setting is enabled, and can assign or unassign team members when the Idea Submitter Can Assign/Unassign Team Members setting is enabled.

4. Team Member: Can assign or unassign other team members and add or remove positions when the corresponding Team Member Can Assign/Unassign Team Members and Team Member Can Add/Remove Positions settings are enabled.

5. Community Member: Can join the idea team directly when the Allow Joining Teams setting is enabled, and can view or participate in the stage according to the permissions the Community Administrator has configured.

---

 

**TABLE OF CONTENTS**

[Build Team Stage Setup](https://help.ideascale.com/build-team#stage-setup)  
[1. Info](https://help.ideascale.com/build-team#info)  
[2. Settings](https://help.ideascale.com/build-team#settings)  
[3. Automation](https://help.ideascale.com/build-team#automation)  
[4. Permissions](https://help.ideascale.com/build-team#permissions)<https://help.ideascale.com/build-team#permissions>

[Team Building using Team Roles](https://help.ideascale.com/build-team#team-building-roles)  
[Stage Functionality on Homepage](https://help.ideascale.com/build-team#stage-functionality)  
[Exceptions](https://help.ideascale.com/build-team#Exceptions)  
[Frequently Asked Questions](https://help.ideascale.com/build-team#FrequentlyAskedQuestions)

---

### Build Team Stage Setup

Build Team Stage setup is divided into 4 tabs - Info, Settings, Automation & Permissions. 

#### 1. Info

![Screenshot 2026-02-25 at 9.57.53 AM](https://help.ideascale.com/hs-fs/hubfs/Screenshot%202026-02-25%20at%209.57.53%20AM.png?width=350&height=633&name=Screenshot%202026-02-25%20at%209.57.53%20AM.png)

The Info tab contains basic details about the stage:

1. Stage Function: Selected from a dropdown. Once selected and saved, this field is greyed out and cannot be changed to another stage.

2. Stage Name: A custom name or label for the stage. Note: Character limit is 40.

3. Stage Key: A unique identifier for the stage, used for API call data retrieval. Once saved, the Stage Key cannot be changed.

4. Description: Describes the stage's functionality or intended use. This text appears as mouseover text on the stage stack in the right navigation panel of the community homepage.

5. Stage Color: Selected from 10 available default color options.

6. Reported Ideas As: Sets the stage to apply a Selected or Implemented label to all ideas within it, or left blank to apply neither. 

[***Help article on Selected & Implemente***](https://help.ideascale.com/selected-implemented?hsLang=en)**[d Ideas](https://help.ideascale.com/selected-implemented?hsLang=en)**

7. Enable Stage: A checkbox that activates the stage, allowing ideas to be moved into it.

8. Stage Change Notification: A checkbox that activates the stage change notification, sending a stage change email notification to members who have opted in.

**Reported Ideas As -** Set the stage as Selected, Implemented or blank to apply the respective label to all ideas within that stage.

**Enable Stage -** A checkbox that activates the stage, allowing ideas to be moved into it.

**Stage Change Notification:** A checkbox that activates the stage change notification, sending a stage change email notification to members who have opted in.

---

#### 2. Settings

![Screenshot 2026-02-25 at 9.59.57 AM](https://help.ideascale.com/hs-fs/hubfs/Screenshot%202026-02-25%20at%209.59.57%20AM.png?width=350&height=520&name=Screenshot%202026-02-25%20at%209.59.57%20AM.png)

The Settings tab contains stage-specific configuration:

1. Starting Team Positions: The Community Administrator defines team positions by assigning a specific Team Role or by assigning a position to an individual member. Four team positions are available by default and can be added using the Add button or removed using the Recycle Bin icon beside the position.

2. Automatically Assign Idea Submitter as a Team Member: When enabled, automatically assigns the idea submitter as a member of the team.

3. Idea Submitter Can Assign/Unassign Team Members: When enabled, the Idea Submitter can restrict who joins the idea team by assigning or unassigning team members.

4. Team Member Can Assign/Unassign Team Members: When enabled, a member already on the idea team can assign or unassign other team members from the idea.

5. Team Member Can Add/Remove Positions: When enabled, team members can add or remove any number of positions on the idea's team.

6. Starting Team Positions May Not be removed: When enabled, starting team positions set by the Community Administrator cannot be removed by team members, regardless of the Team Member Can Add/Remove Positions setting. When disabled, team members can remove the default positions set by the Community Administrator.

7. Allow Joining Teams: When enabled, members can join the idea team on their own.

8. Comment Tab Enabled: When enabled, the Comments tab is organized into two sections — a Community section, where community members share and discuss the idea generally, and a Build Team section, where members of the build team record stage-specific feedback and collaboration. 

---

#### 3. Automation

![Screenshot 2026-02-25 at 10.00.48 AM](https://help.ideascale.com/hs-fs/hubfs/Screenshot%202026-02-25%20at%2010.00.48%20AM.png?width=350&height=267&name=Screenshot%202026-02-25%20at%2010.00.48%20AM.png)

Use the Automation tab to configure automation for the Build Team stage. When automation is enabled, an idea automatically advances to the next stage in the workflow once all of its positions are filled.

---

#### 4. Permissions

![Screenshot 2026-02-25 at 10.03.15 AM](https://help.ideascale.com/hs-fs/hubfs/Screenshot%202026-02-25%20at%2010.03.15%20AM.png?width=350&height=445&name=Screenshot%202026-02-25%20at%2010.03.15%20AM.png)

The Permissions tab defines who can join the idea team in the Build Team stage and who can view the current idea team and open positions on the idea detail page. The Community Administrator can configure these permissions for all community members, for a specific group, or for a specific Team Member role — the last option only if a Team Role has been specified and filled in any Build Team stage within the same funnel. 

---

### Team Building using Team Roles

Team building can be designed using the Team Roles functionality in Community Settings. The Community Administrator assigns specific Team Roles to the positions to be filled. Team Roles are created under Campaign Management >> Team Roles.

***![Screenshot 2026-02-26 at 9.44.15 AM](https://help.ideascale.com/hs-fs/hubfs/Screenshot%202026-02-26%20at%209.44.15%20AM.png?width=670&height=256&name=Screenshot%202026-02-26%20at%209.44.15%20AM.png)***

Setting up Team Roles helps members build the idea team. 

**[Help article on Team Roles](https://help.ideascale.com/team-roles?hsLang=en)**

---

### Stage Functionality on Homepage

**Member Interface**

![build idea detail](https://help.ideascale.com/hs-fs/hubfs/build%20idea%20detail.png?width=670&height=1416&name=build%20idea%20detail.png)

For ideas moved into the Build Team stage, members can join the team using the Fill This Role option and message each other from the idea details page, depending on the settings the Community Administrator has enabled or disabled while setting up the stage.

Members permitted to participate in the Build Team stage see a dropdown in the Comments tab labeled with the stage name. These members can add a comment that is accessible and visible only to other members who can participate in the stage.

![build comment 2 copy](https://help.ideascale.com/hs-fs/hubfs/build%20comment%202%20copy.jpg?width=670&height=343&name=build%20comment%202%20copy.jpg)

Members who have New Comments Notification enabled receive an email notification for the Build Team stage, with the stage name included in the notification. 

![build comment email copy](https://help.ideascale.com/hs-fs/hubfs/build%20comment%20email%20copy.jpg?width=670&height=394&name=build%20comment%20email%20copy.jpg)

See Exceptions below for what members who are not permitted to view or participate see instead.

![build awaiting](https://help.ideascale.com/hs-fs/hubfs/build%20awaiting.png?width=670&height=710&name=build%20awaiting.png)

**Moderator/Admin Interface**

![build team assign copy](https://help.ideascale.com/hs-fs/hubfs/build%20team%20assign%20copy.jpg?width=670&height=513&name=build%20team%20assign%20copy.jpg)

For ideas that have progressed to the Build Team stage, the Community Administrator and Moderator can perform several team management actions: join the team, assign or remove members, add or remove positions, update role definitions, and promote a member to serve as the idea owner. 

***Note: Whenever a member is added to an idea team, that member automatically receives an email notification informing them of the new team assignment. ***

![build email copy](https://help.ideascale.com/hs-fs/hubfs/build%20email%20copy.jpg?width=670&height=394&name=build%20email%20copy.jpg)

---

### Role of Team Members

Team-based idea submission allows multiple community members to be attached to an idea and work toward its successful completion. Team members collaborate with the idea submitter to develop and complete the idea, and are permitted to edit and refine it. Community members who are not part of the team cannot edit the idea, but can communicate with the team by sending messages to team members. 

---

### Exceptions

1. Restricted Participation: Community members who are not permitted to view or participate in the Build Team stage do not see the progress bar, the number of team members who have joined, or the build team details on the idea detail page. 

---

### Frequently Asked Questions

#### Can the Stage Key be changed after it is saved?

No. The Stage Key is a unique identifier used for API call data retrieval, and once saved, it cannot be changed.

#### Can a community member who is not on the idea team edit the idea?

No. Only members of the idea team can edit and refine the idea. Community members who are not part of the team can still communicate with the team by sending messages to team members.

#### What happens when all positions in the Build Team stage are filled?

If the Community Administrator has enabled automation on the Automation tab, the idea automatically advances to the next stage in the workflow once all of its positions are filled.

#### Can a team member always remove a starting team position?

Not necessarily. If the Community Administrator has enabled the Starting Team Positions May Not be removed setting, starting positions cannot be removed by team members regardless of other position settings. If that setting is disabled, team members can remove default positions.

#### Does joining or being assigned to an idea team trigger a notification?

Yes. Whenever a member is added to an idea team — whether through self-joining, assignment by another team member, or assignment by the Community Administrator or Moderator — that member automatically receives an email notification.

---

**Related Articles**

- [Help Article for Selected & Implemented Ideas](https://help.ideascale.com/selected-implemented?hsLang=en)
- [Help Article for Team Roles](https://help.ideascale.com/team-roles?hsLang=en)

Last Updated: September 21, 2026

 

 

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