> For the complete documentation index, see [llms.txt](https://docs.opentech.fund/otf-hypha-field-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.opentech.fund/otf-hypha-field-guide/build/setting-up-funds-and-labs/select-a-workflow.md).

# Select a Workflow

The **Workflow** defines the stages and processes that the application should undertake with OTF. Creating a new Fund or Lab requires you to select one of these workflows. 

Each workflow has a predetermined amount of stages (e.g. request, proposal), application forms, review forms, and determination forms associated with this Fund or Lab. Each workflow offers different statuses (e.g. External Review, Ready for Determination), and different actions (e.g Invite to proposal). 

Workflows provide applicants with a transparent way to follow the trajectory of the proposal process.

### Identifying Proposal Personas <a href="#identifying-funder-personas" id="identifying-funder-personas"></a>

There are four hard-coded workflows available: Request, Request with external review, Request with community review, Concept & Proposal. Select a workflow based on your application practices. This guide also contains more detailed information about each workflow.

**💁** [**Request** ](/otf-hypha-field-guide/build/setting-up-funds-and-labs/select-a-workflow/request.md)

* Single stage
* No advisory council review

**👳** [**Request with External Reviewer**](/otf-hypha-field-guide/build/setting-up-funds-and-labs/select-a-workflow/request-with-external-reviewer.md)

* Single stage
* Advisory council review or External Review stage

**👪** [**Request with Community Review**](/otf-hypha-field-guide/build/setting-up-funds-and-labs/select-a-workflow/request-with-community-review.md)

* Single stage
* Advisory council review or External Review stage

**💡** [**Concept and Proposal**](/otf-hypha-field-guide/build/setting-up-funds-and-labs/select-a-workflow/concept-and-proposal.md)

* There are two stages
* First stage as request
* Second stage includes Advisory council review or External Review stage

### Common Application Types

<table data-header-hidden><thead><tr><th width="157"></th><th>Form</th><th>Fund/Lab/Fellowship</th><th>Round</th></tr></thead><tbody><tr><td></td><td><strong>Form</strong></td><td><strong>Fund/Lab/Fellowship</strong></td><td><strong>Round</strong></td></tr><tr><td><strong>Description</strong></td><td>Stand alone, could be associated with several funds, looks like questionnaire</td><td>Distinct, associated with an individual or lead, almost never duplicated/cloned</td><td>Typically duplicated every two months, has deadline, associated with an individual or lead</td></tr><tr><td><strong>End Date</strong></td><td>‘evergreen’</td><td>specific period of time, ongoing or has end date</td><td>has end date or deadline</td></tr><tr><td><strong>Lead / Individual / Manager</strong></td><td>No</td><td>Yes</td><td>Yes</td></tr><tr><td><strong>Unique Features</strong></td><td>Questionnaire, document widget, required fields</td><td>User select stages (stage 1, stage 2), select AC reviewers, select forms</td><td><p>Copy - Require lead; start and end date</p><p>Create - require AC reviewers selection, form selection, lead, start and end date</p></td></tr><tr><td><strong>Could be published or go live?</strong></td><td>Can not without Fund or Round</td><td>Yes</td><td>Yes</td></tr><tr><td><strong>Example name</strong></td><td>Concept note</td><td>Rapid Response Fund</td><td>Internet Freedom Fund</td></tr><tr><td><strong>Most similar to this 1980’s Film</strong></td><td>E.T. (weird looking but unique)</td><td>Jaws (consistency)</td><td>Gremlins (duplicates after midnight)</td></tr></tbody></table>


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