Stages Creating a Stage Example Stages Using Stages In Services In Requests Stages vs. Status

Stages

Stages are workflow steps that track service request progress. Each service can have its own set of stages.

Creating a Stage

Stages are typically created when setting up services:

  1. Edit a service
  2. In the Stages section, you can create new stages or select existing ones
  3. Configure:
    • Name — What this stage represents (e.g., "Document Review")
    • Color — For visual identification
    • Icon — Optional icon

Example Stages

Stage Color Purpose
Received Gray Initial stage for new requests
In Review Blue Being reviewed by team
Awaiting Client Yellow Waiting for client input
Processing Blue Active work in progress
Complete Green Work finished

Using Stages

In Services

  1. Add stages to define the workflow
  2. Drag to set the order
  3. Mark one as Default — the starting stage

In Requests

  1. Update the stage as work progresses
  2. The stage dropdown shows only stages configured for that service

Stages vs. Status

Stages Status
Purpose Track workflow steps Track overall state
Custom Yes, per service No, system-defined
Examples "Document Review", "Final Approval" Pending, In Progress, Completed

Use stages for detailed workflow tracking. Use status for the overall request state.