What Are Stage Groups?
Stage groups organize related stages into categories, making long workflows easier to follow.
For example, the Renter Leads board might include groups like Leads, Prospects, Scheduled Tours, Applied, and Lost.
Each group contains specific stages — such as Nurturing, Scheduled Tour, or Applicants — that represent smaller steps within the group.
How to Add a Stage Group
- Go to Advanced Settings → Card Options → Stages.
- Scroll to the both of the stages list and click + New Group.
- Enter a group name (for example, “Prospects”).
- Drag stages into that group, or use Add Option or + New Stage to create additional stages for the stage group.
- Click Save.
Takeaway
Use stage groups to keep large workflows tidy and easier to scan — especially when your process involves many steps.