In this article you'll see -
1. How techpack stages work
Stages let you and your team track the progress of your Techpacks during product development. From design to approvals or sample rounds to production, you can assign stages to your Techpacks and view them at a glance at any time.
So in short, you can create custom stages, assign them to your Techpacks, filter your Techpacks by a stage, identify bottlenecks quickly and keep your entire team on track.
2. How to assign a stage to a Techpack
There are two ways to assign a stage to a techpack:
2a. From your techpack dashboard
Step 1: Click on this grey dot located on the bottom-right corner of your selected Techpack.
Or if you are viewing your techpacks in list-view, the grey dot will be located here -
Step 2: Select a Stage. Done.
Notice the colored circle . It now indicates your Techpack’s stage.
2b. From inside your techpack settings
Step 1: Click on this gear icon to open techpack settings.
Step 2: Click on this grey this dot located right next to the techpack name.
Step 3: From the drop-down options select the stage. Done.
3. How to filter Techpacks by stage
Step 1: Go on your Techpack Dashboard. Your stages are lined up on the bar at the bottom.
Step 2: Click on your desired stage. Only the techpack(s) assigned to that stage will be filtered and displayed on your Techpack Dashboard.
Click on the stage again to disable the filter.
4. How to add and manage stages
4a. For a particular folder
Step 1: On the Stages bar at the bottom of your Techpack Dashboard, click on.
In the stages settings, you can:
Rearrange your stages’ order by dragging.
Rename your stages
Add custom stages
4b. For the entire organization
You can also select stages as default for your entire organization. Each time a team member creates a new folder, these default stages will be available to them. This helps in keeping the stages consistent across your entire organization.
Here's our guide on how to manage default stages via organization settings.