How to progress an application

In this video, we discovered how to create custom stages and how they could help you better manage your work with Clustdoc. In this article, we'll cover how to progress an application from one stage to another once you've set up your custom stages. 

How about custom statuses available on the checklist steps?

You can also create more precise statuses for each step of your checklist. 

Learn here how to create these types of statuses. 

Progressing a step to a new custom status

As you know already, steps can be progressed while managing a live record. So, you'll go to an existing client application and progress your step statuses to the one that applies.