Why Customize Stages?
When you install a template board (like Renter Leads), Aptly includes a default set of stages. You can edit these to match your team’s process, terminology, or preferences.
How to Manage Stages
- Go to Advanced Settings, located towards the top right of each Board.
- Click Card Options.
- Select the Stages tab.
- From here, you can:
- Rename stages
- Add or update descriptions
- Choose colors for easier visual grouping
Takeaway
Adjusting your stages ensures that every board reflects your exact workflow — not just the template’s.