This article will help you to:
- Create a Process and stages
- Define the active stage
- Delete a stage
To set up a process, you need to set up least 2 stages.
Create a process and stages
Click on the box icon in the upper right corner and then on the cogwheel next to the name of the channel in which you want to create a process and stages.
Scroll down to the section "Process" and click on Add stage. Give your new stage a name and confirm by clicking on Create stage. You can create as many stages as you need.
Edit stage title and add a description
In the "Stage settings" you can change the stage title and add a stage description.
Tip: The stage description is visible to all people in a channel, when hovering over
the elements in the timeline.
Define the active stage
The active stage is the part of the process in which all newly added ideas will be submitted.
To make a stage active, turn on the switch in the field "Active stage".
Tip: The active stage is marked with a green dot in the timeline.
Delete a stage
Before you delete a stage, make sure that it does not contain any ideas and it is not the active stage.
Click on Delete in the field "Delete stage".
Tip: To expose this option click on "Show more" in the Stage settings.
We hope this article has been useful for you.
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