Clearmargin

Configure Pipeline Stages

Set up and customize kanban columns for the project pipeline board.

Steps

  1. 1Go to Settings > Pipeline Stages /dashboard/settings/pipeline-stages.
  2. 2View existing pipeline stages.
  3. 3Click "Add Stage" to create a new stage.
  4. 4Set a name and choose a color for the stage.
  5. 5Drag stages to reorder them — order determines column position on the kanban board.
  6. 6Delete stages you no longer need (projects in that stage should be moved first).
  7. 7Go to Schedule > Pipeline to use the kanban board with your configured stages.

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