Adding stages to your processes
- Go to your process in 'Configuration>Timeframe & Stages' and scroll down
- Add your different stages (One per line)
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.
Create 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.
What will end-users see?