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Ashley DeBon: Created page with "== Task Stages == Task Stages define the workflow used on the '''Task Board'''. Stages such as '''To Do''', '''In Progress''', and '''Completed''' help organize tasks as they..."

2026-07-15T11:37:17Z

Created page with "== Task Stages == Task Stages define the workflow used on the '''Task Board'''. Stages such as '''To Do''', '''In Progress''', and '''Completed''' help organize tasks as they..."

New page

== Task Stages ==

Task Stages define the workflow used on the '''Task Board'''. Stages such as '''To Do''', '''In Progress''', and '''Completed''' help organize tasks as they move through the follow-up process. Each stage can be mapped to a task status ('''Completed''', '''Not Completed''', or '''In Progress''') and can be customized with funnel colors.

[[File:TaskStagesIndex.png|250px|thumb|right|Index of Task Stages in Callproof.]]

'''Navigation:''' '''Dashboard''' → '''Followups''' → '''Task Stages'''

'''Note:''' Manager access is required. '''Task Stages''' can be opened from the right sidebar on the '''Tasks''', '''Appointments''', or '''Task Board''' pages.

# Log in to your CallProof account as a manager.
# From the main navigation bar, hover over '''Dashboard'''.
# Select '''Followups'''.
# In the right sidebar, click '''Task Stages'''.
# The '''Task Stages''' page opens and displays the configured stages.
# Each stage displays:
## '''Stage Name'''
## '''Funnel Foreground Color'''
## '''Funnel Background Color'''
## '''Status''' (Completed, Not Completed, or In Progress)
<div style="clear:both;"></div>

== Add Task Stage ==

Create a new step in your task process (for example, “Waiting on Customer” or “Ready to Close”). This lets you organize work more clearly on the Task Board and match each stage to a completion status so moving a task updates its state correctly.
<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:AddStage.png|250px|thumb|Click to Add Stage (plus) icon]]
| [[File:AddStageView.png|250px|thumb|Add Stage]]
|}

</div>
# Open the '''Task Stages''' page.
# Click '''Add Stage'''.
# The '''Add Stage''' page opens.
# Enter a '''Stage Name'''.
# Select the appropriate '''Status'''.
## '''In Progress'''
## '''Not Completed'''
## '''Completed'''
# Optionally select:
## '''Funnel Foreground Color'''
## '''Funnel Background Color'''
# Click '''Save'''.
# If another stage is already assigned to the selected status, confirm the status mapping when prompted.
# The new stage appears in the '''Task Stages''' list and on the '''Task Board'''.
<div style="clear:both;"></div>

== Edit Task Stage ==

Keep stage names, status mappings, and colors accurate as your process changes. Editing ensures the Task Board always reflects how your team actually works and that Completed / Not Completed mapping stays correct for reporting and filters.
<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:EditStage.png|250px|thumb|Click to Edit (pencil) icon]]
| [[File:EditStageView.png|250px|thumb|Edit Stage]]
|}

</div>

# Open the '''Task Stages''' page.
# Locate the stage you want to edit.
# Click the stage name or the '''Edit''' (pencil) icon.
# Update the required information:
## '''Stage Name'''
## '''Status'''
## '''Funnel Foreground Color'''
## '''Funnel Background Color'''
# Click '''Save'''.
# Confirm any status mapping warning if displayed.
# The updated stage is reflected on both the '''Task Stages''' page and the '''Task Board'''.
<div style="clear:both;"></div>

== Delete Task Stage ==
Remove stages you no longer use without losing tasks. When you delete a stage, CallProof asks you to choose another stage for existing tasks, so open work moves cleanly and nothing is orphaned.
[[File:DeleteStage.png|250px|thumb|Click to Delete (X) icon]]
# Open the '''Task Stages''' page.
# Locate the stage you want to delete.
# Click the '''Delete''' (red X) icon.
# A confirmation dialog appears.
# Select the stage that should receive the existing tasks.
# Click '''YES'''.
# All tasks from the deleted stage are moved to the selected stage.
# The stage is removed and the '''Task Stages''' list refreshes.
<div style="clear:both;"></div>

== Reorder Task Stages ==
Purpose: Set the left-to-right order of columns on the Task Board so the pipeline reads in the sequence your team uses (for example, Not Started → In Progress → Completed), improving clarity when managing day-to-day tasks.
[[File:ReOrderStage.png|250px|thumb|Click to Drag]]
# Open the '''Task Stages''' page.
# Click and hold the drag handle for a stage.
# Drag the stage to the desired position.
# Release the mouse button.
# The new stage order is saved automatically.
<div style="clear:both;"></div>

== Using Task Stages on the Task Board ==

# Open '''Dashboard''' → '''Followups''' → '''Task Board'''.
# Tasks are displayed in columns based on their current stage.
# Drag a task from one stage to another to update its workflow status.
# If the destination stage is mapped to '''Completed''' or '''Not Completed''', the task's completion status is updated automatically.

== Notes ==

* Only managers can create, edit, delete, or reorder task stages.
* Each stage can be mapped to only one task status.
* Stages support custom foreground and background colors for the Task Board.
* Deleting a stage does not delete its tasks. Existing tasks must be moved to another stage before the stage is removed.

← Older revision		Revision as of 12:31, 15 July 2026
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−	Path: [[Callproof Support]] - [[Website]] - [[Dashboard]] - [[~~Task Stages \|~~Task Stages]]	+	Path: [[Callproof Support]] - [[Website]] - [[Dashboard]] - [[Task Stages]]

	== Task Stages ==		== Task Stages ==

← Older revision		Revision as of 12:28, 15 July 2026
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−	Path: [[Callproof Support]] - [[Website]] - [[Dashboard]] - [[Task Stages \| Task Stages]]	+	Path: [[Callproof Support]] - [[Website]] - [[Dashboard]] - [[Task Stages \|Task Stages]]

	== Task Stages ==		== Task Stages ==

← Older revision		Revision as of 12:26, 15 July 2026
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−	Path: [[Callproof Support]] - [[Website]] - [[Dashboard]] - [[~~Web~~ Task Stages \| Task Stages]]	+	Path: [[Callproof Support]] - [[Website]] - [[Dashboard]] - [[Task Stages \| Task Stages]]

	== Task Stages ==		== Task Stages ==

← Older revision		Revision as of 12:26, 15 July 2026
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−	Path: [[Callproof Support]] - [[Website]] - [[Dashboard]] - [[Task Stages\|Task Stages]]	+	Path: [[Callproof Support]] - [[Website]] - [[Dashboard]] - [[Web Task Stages \| Task Stages]]

	== Task Stages ==		== Task Stages ==

← Older revision		Revision as of 11:44, 15 July 2026
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−	Path: [[Callproof Support]] - [[Website]] - [[Dashboard]] - [[~~Web~~ Task Stages\|Task Stages]]	+	Path: [[Callproof Support]] - [[Website]] - [[Dashboard]] - [[Task Stages\|Task Stages]]

	== Task Stages ==		== Task Stages ==

Task Stages - Revision history

Ashley DeBon at 12:31, 15 July 2026

Ashley DeBon at 12:28, 15 July 2026

Ashley DeBon at 12:26, 15 July 2026

Ashley DeBon at 12:26, 15 July 2026

Ashley DeBon at 11:44, 15 July 2026

Ashley DeBon at 11:44, 15 July 2026

Ashley DeBon: Created page with "== Task Stages == Task Stages define the workflow used on the '''Task Board'''. Stages such as '''To Do''', '''In Progress''', and '''Completed''' help organize tasks as they..."