Stages
What is a Stage?
A stage represents a state that a document can be in at any point during its lifecycle. For example, a Deliverable might pass through stages like Draft, In Review, Approved, and Closed.
Every workflow is built from a sequence of stages connected by transitions.
Properties
| Property | Description |
|---|---|
| Name | The display name of the stage (e.g. "In Review"). |
| Color | A hex color used to visually distinguish the stage in the UI. |
| Order | Determines the display order. Must be unique within the document type. |
| Stage Type | Classifies the stage — see Stage Types. |
| Delayed | Marks the stage as a delay indicator for reporting. |
| Visible to Client | Whether external client users can see documents in this stage. |
| Allows Timesheet | Whether users can log time against documents in this stage. |
| Percentage | A completion percentage (0–100) associated with this stage. |
| Suggest Percentage | If enabled, the system auto-suggests the stage percentage when a transition fires. |
Stage Teams
Each stage can have team assignments that control who can interact with documents at that stage.
A stage team links an assignment type (e.g. Requester, Executor, Reviewer) to a set of permissions:
| Permission | Description |
|---|---|
| Allow Read | The team can view the document. |
| Allow Write | The team can edit the document. |
| Allow Pending | The team receives pending/task notifications. |
| Must Send Notification | A notification is sent to team members when a document enters this stage. |
Use stage teams to enforce that only the right people can see and edit documents at each step. For example, only the Executor team might have write access during the "In Production" stage.
Translations
Stage names can be translated so they appear in each user's interface language. The system stores localized names per language code (e.g. en, pt, es).
For example, a stage named "Approved" might have:
- EN: Approved
- PT: Aprovado
- ES: Aprobado
Tips
- The initial stage is the stage where new documents are created (e.g. "Draft").
- The final stage is the terminal state (e.g. "Closed" or "Completed").
- Stages referenced by transitions cannot be deleted until those transitions are removed first.
- Use stage types to group stages for reporting and automation rules.