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Customer Relationship Management (CRM)

How to set a task stage [Video]

You can update task statuses to clarify their current stages for other team members and improve interactions within your team.

To change a task status, you can drag it across your Kanban board, select a different task status in its card, or change multiple task statuses in the List mode.

Kanban

Go to a task board, switch to the Kanban mode, and drag your task to another stage.

Task card

Open a task, and select a stage from the list.

List

Go to a task board, switch to the List mode, select multiple tasks, and click Change stage.

To change all task stages, select the upper checkbox. To change the number of tasks per page, select a number in the lower right corner.

You can also select all tasks with a certain status or sort them by filter criteria.

To edit a task stage, click the three dots to its right, and select Edit

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