Each board has a sequence of workflow stages that tickets move through over their life cycle. They're displayed on the board as columns of ticket cards, or as separate table sections if you're viewing the board as a list.
Think of your board's workflow stages as the high-level steps a ticket should go through from inception to completion.
Generally, tickets should move through your stages forward one-at-a-time. But that's not a requirement by any means. Feel free to create stages that some tickets skip.
When you set up your board's stages, you designate a type for each stage. A stage's type enables Constructor to present functionality for the stage only when it's appropriate.
There are three types:
- Complete: The final stage in your board's workflow, representing work that has been completed.
There's no one best way to set up your board's workflow stages. It's a balancing act between keeping your board small and easy to scan while also modeling your team's process at a high enough resolution to be useful. We encourage you to experiment and find what works for your team. That said, here are same examples that may be helpful.
To Do, In Progress, Done
If your team is new and small, this simple generic workflow isn't a bad place to begin. You can always add more stages over time as you discover the need for them.
To Do, Design, Development, QA, Done
Separating design, development, and testing helps make it clearer how close to completion a ticket really is. And for many teams, different people work exclusively in each of those stages, e.g., a software tester would only work on tickets in the QA stage.
Research, Design, Development, Rollout, Impact Review, Done
Unlike development work, epics representing large features tend to have additional stages like Research, for better understanding customer problems, and Impact Review, to measure and assess how well new features are received and used by customers.
To edit a board's stages, visit the board, then click the ellipsis menu in the top right corner and choose Edit stages to enter stage editing mode.
While in stage editing mode, you can add a stage, reorder stages, rename a stage, delete a stage, and change a stage's type.