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.
Create final stages
Final stages allow you to automatically close and 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)
Create internal stages
Internal stages are not displayed to your clients. Use them to manage your applications internally.
What will your client see?