Add Workflow Stage

Overview

This playbook covers how to add a stage to a Workflow in Leadline.

→ See 113 - Workflows for full product knowledge on Workflows and Workflow Stages.

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How Do I Add a Stage to a Workflow?

1. Click on the workflow you'd like to edit.
2. Click the "+ Add Stage" button at the bottom.
3. Name the new stage and click the green checkmark to confirm.
4. Configure the following for the stage: Stage Order Determine where in the list of stages you want this stage to appear. → See 1005 - Configure-Workflow-Stage-Order for full instructions.

Note: See 113 - Workflows for stage order constraints. Stage Color Choose the color that will represent this stage. Stage Type Mark whether the stage is Quality or Unqualified. → See 1014 - Update-Stage-Type for full instructions.

5. Click "Save."

Your new stage has been added to the workflow.

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Related Topics

113 - Workflows — Full product knowledge on Workflows including required stages and stage types 1003 - Remove-Workflow-Stage — Instructions for removing stages from a Workflow 1004 - Rename-Workflow-Stage — Instructions for renaming stages within a Workflow 1005 - Configure-Workflow-Stage-Order — Instructions for rearranging Workflow stage order 1014 - Update-Stage-Type — Instructions for updating Stage Types within a Workflow