How to add Stages in the Share-Board / Project?

Step 1: Click the project name “New Items (3370)” to open and to create workflows.

Step 2: Upon opening the new project – “New Items (3370),” you will have all Admin access to handle this project. Only with the Admin access can you view/access all the options, as shown below.

Step 3: Now, we create unique workflows, by clicking the “Workflow” button.

Step 4: When you click the “Workflow” button, as shown in Step 8, it will direct you to a different page, see below. Click the “Edit” button to customize the existing workflow items. Follow the red arrows.

Step 5: When you click the “edit” button on existing workflows, the below dialog box will appear. This is where you can replace the name and description to “Items to be picked up and actioned” – see below. You can update any details you need for description space, as well.

Do the same, to create as many Workflows/Stages, as you required. After replacing the name and description to “Items to be picked up and actioned,” click Save.

Step 6: As you save, the updated name will reflect under the workflows. Repeat Step 9 to 11 to edit next workflow, named “Items being actioned.” After that, all the workflows are updated according to your requirements, need as shown below.

Ex: Click “+New stage” button and name it as “Items pending customer response/approval” and Save, to add more stages

Step 7: You will get a “New stage added successfully” message, and the new stage will appear in the workflow list, as shown below. Create another stage “Items signed-off by customer” and Save it. Follow Step 14.

Step 8: When all the workflows are updated, the list is now ready, as shown below.

Step 9: All the required workflows are successfully created, let’s go back to the Project “New Items (3370).” You can see all four tasks that we created – see below – in the Tasks view Gantt chart. You can also create subtasks using the icon below.