Use workflow stages
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- UpdatedAug 1, 2024
- 2 minutes to read
- Xanadu
- Workflow
You can add or modify workflow stages.
Before you begin
Procedure
Example: Workflow stages
To optimize the use of stages, you can assign a stage to multiple activities in a workflow. For example, if your workflow uses the following activities to create tasks:
- Get approval
- Order equipment
- Receive equipment
- Add equipment to CMDB
- Set up equipment
- Install software
- Configure software
- Deliver to user
The following stages might be used:
- Approval
- Order
- Configure
- Deliver
A good practice is to assign stages to the activities as follows:
When the Order equipment, Receive equipment, or Add equipment to CMDB activity is active, the Stage display shows that the Order stage is In progress.