AllContactsBoardsCreating Stages

Creating Stages

Add, rename, and organize stages on your boards.

Add a stage

1

Open a board

Go to Boards and open a board.

2

Create a stage

Click Add Stage.

3

Name the stage

Enter a Stage Name, then click Add Stage.

Rename a stage

Click the stage title, edit the name, then press Enter or click away to save.

Stage options

Use the stage menu to:

  • Add Icon or Change Icon
  • Change Color
  • Delete Stage

Reorder stages

Drag a stage by its header to move it left or right.

Updated Jan 7, 2026

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