Creating, Editing, and Deleting Stages

Creating a New Stage

1. Open Advanced Settings → Card Options → Stages.

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You can also click on the three-dot menu next to an individual Stage or Stage Group and selecting the Manage Stages option.

1. Click + Add Option under the appropriate Stage Group, or scroll to the button and click + New Stage.

1. Enter a stage name.

2. Click Save.

Editing an Existing Stage

1. Navigate to Advanced Settings → Card Options → Stages

2. Click the stage name.

3. Update the title, description, or color.

1. Click Save.

Deleting a Stage

1. Open Advanced Settings → Card Options → Stages.

2. Click the three-dot menu next to the stage to be removed.

1. Select Remove and click Save.

• Any automations tied to the deleted stage will be paused.

• You’ll see a warning before the deletion completes.

• Cards that were in the deleted stage will still appear in List View, even though the stage no longer exists on the board.

Takeaway

Related Articles

• Navigate a Board

• Install a Template Gallery Board

• What are Cards?