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