Within your boards, you have the flexibility to create as many stages as needed to streamline your projects. Adding a stage to your board is straightforward and comes with a range of features. In this guide, we’ll walk you through the process of creating a stage on the board and explore the features available for the stage.
Add New Stage #
Go to the specific board where you want to add a stage. Look for the Add Stage button on your board, and simply click on it.
Here, you’ll need to provide a Title for your stage and specify whether it’s Open or Closed from the dropdown list.
Additionally, you have the option to import a stage from templates. Click on the Import From Template button, select the template from the dropdown list, and then click Save to add your stage to the board.
Stage Actions #
At the top right corner of your stage, you’ll find a Settings icon button. Clicking on it will reveal several actions specific to this stage. Below, we’ll detail all the available actions for your Stage.
Copy Stage: This action duplicates the stage, creating another identical stage.
Set Status Closed: This action toggles the stage status between open and closed.
Reorder Stage: Opens a pop-up allowing you to rearrange the stage order using drag and drop. Also, you have the option to rearrange your stages in boards using the drag and drop feature.
Sort by: Filters stage tasks by Date Created (Newest First), Date Created (Oldest First), or Task Name (Alphabetically).
Move All Tasks: Moves all tasks to any stage within the board.
Make Template: Converts the stage into a template for future use in other boards.
Archive All Tasks: Archives all tasks within the stage.
Archive This Stage: Archives the current stage.
That’s the process for creating and managing stages in boards. If you have any further questions, don’t hesitate to reach out to us.
