Setting up stages
Stages are used to define the stages in the work item life cycle - what we refer to as a work process.
less than a minute
To set up a stage
Create a record for each stage that you want to use in the work item life cycle (work process).
- Choose the 🔎 icon, enter Stages, and then choose the related link.
- Choose the New action.
- Fill in the fields as necessary.
Using stages on work items
When a work item is created, it’s assigned to the first stage in the work process of the project that matches the progress of the work item.
When the progress of a work item is changed, the system will automatically move the work item to the first stage in the work process that matches the new progress or when a work item is moved to a new stage, the system will automatically update the progress of the work item to match the progress of the new stage.