Clearmargin
GuidesSchedule & Calendar

Configure Pipeline Stages

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

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

Steps

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

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