You can create a new stage set by creating a stage set record and adding stage set entries manually.

1. Navigate to Workflow > Stage Sets.
2. Click New.
3. Enter a Name that indicates the purpose of the stage set.
   For example, you can create a Requested Item stage set to hold the stages commonly used by inventory tracking workflows or service catalog fulfillment workflows.
4. Click Submit.
5. Open the new stage set record.
6. In the Stage Set Entries related list, click New.
   Each stage set entry can be used as the Stage for an activity in a workflow that uses this stage set.
7. Enter a Name that indicates the stage name to appear in workflow fields.
8. Enter a Value to use when referencing the entry, such as in a script.
9. Click Submit.
10. In the Stage Set Entries related list, ensure that each entry has a unique Order value.
    Enter a low value for stages that should appear early in the workflow and a higher value for later stages.

    

You can assign a stage set as a default set to any number of tables.

1. Navigate to Workflow > Default Stages (by table).
2. Click New.
3. Select a Table.
4. Select the Set you want to assign to the selected table.
5. Click Submit.

You can import the choice list values of a workflow field as stages for a workflow.

1. Navigate to Workflow > Workflow Editor.
2. Open and check out the workflow.
3. In the title bar, click the menu icon and select Properties
4. In the Workflow Properties dialog box, click the Stages tab.
5. From the Stage field list, verify that the correct workflow field is selected.
6. In the Related Links section, click Import Stages from Choice List.
7. In the dialog box asking you to confirm that you want to import the choice list, click OK.
8. Click Update.

You can create a new stage set by exporting the stages from an existing workflow as a set, instead of manually adding stage set entries to a stage set record.

1. Navigate to Workflow > Workflow Editor.
2. Open and check out the workflow containing stages that you want to export as a new stage set.
3. In the title bar, click the menu icon and select Edit Stages to open the Workflow Stages dialog box.
4. In the Related Links section, click Export to Stage Set.
5. Enter a unique Name for the new stage set.
6. Click OK.

You can add any number of stage sets to an existing workflow.

1. Navigate to Workflow > Workflow Editor.
2. Open and check out the workflow.
3. In the title bar, click the menu icon and select Edit Stages to open the Workflow Stages dialog box.
4. In the Related Links section, click Import from Stage Set.
5. Select the stage set.
6. Click Ok.
7. Import additional stage sets as needed for the workflow.