Clustdoc applications all have standard system statuses, that are not editable. However you can create your own custom statuses.
Custom statuses can be displayed on the end-user's interface, or used to send notifications or to display certain elements of your process checklist.
Creating custom stages for your processes
- Go to your process in 'Configuration>Timeframe & Stages' and scroll down
- Add your different stages (One per line)
- Use the drag and drop to reorganize your stages if needed
- ✅ You're done!
The shorter your progress statuses the better. This will facilitate comprehension for your stakeholders.
Creating an initial stage
Initial stages allow you to automatically assign a stage when an application is created. We recommend marking only one of your stages as a starting point.
Creating final stages
Final stages allow you to automatically close an application when it reaches a certain stage. You can also create a specific email for each stage (eg. an email when an application is denied, and an email when it's approved)
Creating internal stages
Internal stages are not displayed to en-users. Use them to manage your applications internally.
You can still send automated follow-ups for internal stages.