Configure Workflow Stage Order

Overview

This playbook covers how to configure the order of stages within a Workflow in Leadline.

→ See 113 - Workflows for full product knowledge on Workflow Stages and how stage order affects the Kanban and List views.

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How Do I Configure Workflow Stage Order?

1. From the Workflows page, click on the workflow you want to edit.
2. Scroll down to view all the stages.
3. Click and hold a stage, then drag it to the position you want it to occupy relative to the other stages.

Note: The Incomplete Submission stage must always remain first — see 113 - Workflows for full stage-order constraints.

4. Click "Save."

The stage order is now updated.

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Related Topics

113 - Workflows — Full product knowledge on Workflow Stages and stage order constraints 1002 - Add-Workflow-Stage — Instructions for adding stages to a Workflow 1014 - Update-Stage-Type — Instructions for updating Stage Types within a Workflow