How to Manage Pipeline Stages
Add, rename, reorder, or delete the columns on your order board.
Written By Dennis Rodin
Last updated 15 days ago
To manage your pipeline stages, click the Stages button at the top of the Order Management board. This opens the stages popup where you can see all your existing stages.
Rearranging stages
Hold any stage with your mouse and drag it left or right to rearrange the order. The order in the popup matches the order on your board.
Note: Quote, Confirmed Order, and Completed cannot be moved or renamed. Ready to Install keeps its built-in behavior but can now be repositioned (drag it to wherever it fits in your workflow).
Renaming a stage
Click the name of any stage to rename it. Type the new name directly in the field and click off the field to save it.
Changing stage colors
Below each stage name you can change the color for display purposes. Pick whatever color helps you visually organize your board.
Adding a new stage
First, click the Add Stage button on the right side:
After that enter the stage name, pick a color, then drag it to the position you want on the board.
Deleting a stage
Click delete on any stage and a popup will ask you to confirm. Click Delete Stage to remove it.
If the stage has orders in it, you'll see a dropdown asking which stage you want to move those orders to. Select the stage, then click Delete. The orders will be moved to the stage you selected.
Warning: Choose carefully when moving orders during a delete. Once you confirm, this cannot be undone.
Five stages cannot be deleted: Quote, Confirmed Order, Order Balance Required, Ready to Install, and Completed. These are used by the system and are required for MonuDesk to work properly. Of these, only Ready to Install can be repositioned. The other four are locked in place.
Each stage also has settings for the Customer Portal:
Customer-facing / Internal only controls whether your customer sees this stage on their portal tracking page. Internal stages are hidden from the customer.
Edit Subtext lets you add a description that appears under the stage name on the customer portal.
Action Required turns the stage yellow on the portal and shows a message telling the customer what they need to do (for example, pay a deposit).
Learn more: How the Customer Portal Works
Saving your changes
When you're done, click Save and Exit at the top right of the popup. If you want to discard your changes, click Cancel.
Note: None of your changes take effect until you click Save and Exit.
Editing to-do steps
Each pipeline stage has its own list of to-do steps. You can customize this list.
To edit to-dos, open Settings and click a stage to open its details.
Rename a to-do step: Click the to-do name, type the new name, and press Enter to save.
Add a new to-do step: Click the + button at the bottom of the to-do list. Type a name for your custom to-do. For example, "Deed Received" or "Stamp Approval".
Remove a to-do step: Click the trash icon next to the to-do. A confirmation popup will appear. Removing a to-do takes it out of all future orders. Existing orders keep it as inactive.
Reorder to-do steps: Click and drag any to-do up or down to change the order.
Note: System default to-dos like Payment and Quote to Client can be renamed but cannot be deleted. They are required for MonuDesk to work correctly.
New orders created after you change the to-do list will use the updated list. Existing orders keep their current to-dos unchanged.
Tip: The stages you set up here also drive the Installations Insights page. When you click a stage bubble on Installations to advance an order (for example, from "Must Schedule Install" to "Installation Scheduled"), you're moving it through the exact stages configured here. How to Use the Installations Page
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