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What are Stages?

Understand how stages work within your Aptly Boards.

What Are Stages?

Stages are the steps in your workflow. On a board, each stage appears as a vertical column that helps your team track progress from start to finish.

Use stages to:

  • Visualize where work stands at any moment
  • Keep everyone following the same process
  • Power automations or filters based on a card’s position

Example

On a leasing board, you might use stages like New Lead → Toured → Applied → Approved.

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How Stages Work

  • Each card sits in one stage at a time.
  • Stages typically move left to right, representing progress.
  • Completed work usually appears in the rightmost column (for example, “Closed” or “Done”).
  • Cards move between stages manually or by automation.

How to View Stages

Each board in Aptly is made up of columns — one for each stage. You can scroll horizontally to view the full workflow from start to finish.

What You’ll See

  • Column headers show stage names.
  • Cards represent individual items (like leads, maintenance requests, or residents).
  • As you move cards across stages, you’re updating their progress automatically.

Tips for Navigating

  • The leftmost stages are early steps (for example, New Leads).
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  • The rightmost stages are final steps (for example, Applicants, Closed, or Completed).
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Takeaway

Think of stages as your workflow roadmap — they turn complex processes into a clear, visual sequence everyone can follow. Use the board view to get instant visibility into where everything stands and what’s next.


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