Custom Discovery Queue Walkthrough

This walkthrough explains how to use the Custom Discovery Queue to manage custom application intake, discovery progress, collaboration, and eventual conversion into application onboarding.

What to review first

When opening the queue, first review:

• pending requests
• in progress requests
• items needing more information
• requests with attachments or recent comments

Prioritization approach

A simple prioritization approach is:

1. review high-priority requests 2. review items with blocked or missing information 3. review items already close to completion 4. convert ready items into applications

Common next steps

From a discovery request, you may:

• update status
• assign ownership
• add comments
• upload attachments
• review activity timeline
• convert the request into an application

Best practice

Do not convert discovery into an application until the team has enough technical and operational context to support onboarding without avoidable rework.