1. How techpack/product stages work
Stages let you and your team get a bird's eye view of how product development is progressing for the seasons/designs. From design to approvals or sample rounds to production, you can assign stages to your Techpacks/Products and view them at a glance at any time.
So in short, you can create custom stages, and assign stages to all your techpacks/products, filter your techpacks/products stage-wise, now you may identify bottlenecks quickly and this keeps your entire team on track.
2. How to add and manage stages
2a. For a particular folder
Click on the settings icon on the in the top left corner.
If you are in the grid view or
the list view, click here on the
settings icon on the Stages bar at the bottom of your techpack dashboard/products page.
In the stages settings, you can:
Rearrange your stages’ order by dragging.
Rename your stages
Delete stages
Add custom stages
2b. 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.
3. How to assign a stage to a Techpack/Product
There are two ways to assign a stage to a techpack/product:
3a. From your techpack dashboard/products page
You can assign stages by dragging and dropping the techpack/product to the desired stages.
Or you can click on this dot located on the bottom-right corner of your selected Techpack/Product and choose a stage from the dropdown.
If you are in the grid view, click on this dot located in the bottom-right corner of your selected Techpack/Product and choose a stage from the dropdown.
If you are in the list view, click here on this dot as shown in the image below and choose a stage from the dropdown.
3b. From inside your techpack/product settings
Step 1: Click on this gear icon to open techpack/product settings.
Step 2: Click on this dot located right next to the techpack/product name as shown in the gif below.
Step 3: From the drop-down options select the stage. Done.
4. How to unassign a stage to a Techpack/Product
There are two ways to unassign a stage to a techpack/product:
4a. From your techpack dashboard/products page
You can unassign stages by dragging and dropping the techpack/product to the unassigned staged.
Or you can click on this dot located in the bottom-right corner of your selected techpack/product and click on Clear Stage.
If you are in the grid view, click here on this dot as shown in the image below and click on Clear Stage.
If you are in the list view, click on this dot located in the right of your selected techpack/product and click on Clear Stage.
4b. From inside your techpack/product settings
Step 1: Click on this gear icon to open techpack/product settings.
Step 2: Click on this circle located right next to the techpack/product name.
Step 3: From the drop-down options select the stage.
5. How to filter Techpacks/Products by stage
Step 1: Go to your Techpack Dashboard/Products Page. Your stages are lined up on the bar at the bottom.
Step 2: Click on your desired stage. Only the techpack(s)/product(s) assigned to that stage will be filtered and displayed on your Techpack Dashboard/Products Page.
Click on the stage again to disable the filter.
If you are in Stage view, go to your Techpack Dashboard/Products Page. Your techpacks/products are listed under each stage as shown below image.