Workflow Customization

Workflow Customization

Adapt stages to match how your team works.

Project boards

• Add, rename, and delete columns (stages) on a board
• Drag‑and‑drop columns to reorder
• Mark one column as To‑Do and one as Done for clear progress tracking

Sales pipelines (deals)

• Customize deal stages by adding, renaming, reordering, or removing columns
• New deals can be moved across stages with drag‑and‑drop

Hiring pipelines

• Define vacancy stages (columns) for your hiring process
• Reorder stages as your workflow evolves

Tips

• Keep stage names action‑oriented (e.g., “In Review”, “Waiting on Client”).
• Limit Done columns to one per board to keep reporting consistent.