ステージ

Stages are used to organize an app's pipeline and track the progress of configured items, from now on are referred to as cards.

In apps these cards represent specific items, for example, in the Helpdesk app, stages track tickets. Stages are customizable, and can be renamed to fit the needs of each team.

Create or modify stages

重要

Developer mode must be activated to access the stages menu. To activate developer mode, go to Settings app ‣ General Settings ‣ Developer Tools, and click Activate the developer mode.

To view or modify stages, go to the desired app and go to Configuration ‣ Stages.

The default list view on the Stages page displays the stages currently available in the app. They are listed in the order they appear in the pipeline.

To change the order of the stages, click the (draggable) icon, to the left of the stage name, and drag it to the desired place on the list.

ちなみに

Change the stage order on the Kanban view of a team's pipeline by dragging and dropping individual columns.

To create a new stage, click the New button at the top-left of the stage list. Doing so reveals a blank stage form.

Choose a Name for the new stage.

Rotting lead detection

注釈

The Days to rot feature is only available to apps that use stages, for instance, CRM and Helpdesk apps. This feature is automatically disabled by setting it to zero.

The Days to rot feature provides proactive notification when a specific card within that stage requires attention. When a card passes the defined rotting threshold, it becomes highlighted in red and the stage displays the total number of cards currently rotting.

To enable this feature, the Kanban view must be active. Navigate to the desired app and click on the (Kanban) icon.

To set the threshold for a stage, click on the (Settings) icon for the relevant stage and select Edit from the drop-down menu. A configuration window will appear.

In the Days to rot field, enter the number of days that marks the threshold before action is needed. Click Save to apply the configuration.

進捗バー

The progress bar is visible above each stage, displaying the percentage breakdown of every status type for all the cards within that stage. Each status type has an assigned color that appears within the bar.

The specific definition of these statuses changes depending on the app. For example, in the Helpdesk app, the progress bar for a stage consists of the In progress, Ready, and Blocked statuses by default.

To see a detailed count, hover over a representative color, which activates a notification detailing the number of cards in the stage of that specific status.

Clicking a status color filters the stage to show only cards with that status. The card count for the selected status appears next to the progress bar.

Add email and SMS templates to stages

When an Email Template is added to a stage, a preconfigured email is automatically sent to the customer when a ticket reaches that specific stage in the pipeline. Likewise, adding an SMS Template triggers a preconfigured SMS text message to send to the customer.

重要

SMS text messaging is an In-App Purchase (IAP) service that requires prepaid credits to work. Refer to SMS Pricing FAQ for additional information.

To select an existing email template, select it from the Email Template field. After choosing a template, click on the (right arrow) icon to the right of the field to edit the chosen template.

To create a new template from this form, click the field, and enter a title for the new template. Then, select Create and edit from the drop-down menu that appears, and complete the form details.

Follow the same steps to select, edit, or create an SMS Template.

参考

メールテンプレート

Fold a stage

By default, stages are unfolded in the Kanban view. If there is a Won or Closed stage, it is folded by default.

Cards in an unfolded stage are visible in the pipeline under the stage name, and are considered open.

ステージは、パイプラインページのかんばんビューで折りたたまれるように設定できます。

折りたたまれたステージの名前は表示されたままですが、そのステージ内のカードは表示されません。

ステージを折りたたむには、かんばんで折りたたむ チェックボックスに ステージ フォームでチェックを入れます。

警告

折りたたみ ステージに到達したカードは、完了(クローズ) と見なされます。作業が完了する前にカードをクローズすると、レポートやコミュニケーションに問題が生じる可能性があります。この設定は、完了(クローズ) ステージと見なされるステージに対して のみ 有効にしてください。

ステージを一時的に折りたたむ

パイプラインのかんばんビューでも、ステージを一時的に折りたたむことができます。

特定のチームのパイプラインを表示するには、目的のアプリに移動し、そのチームのかんばんカードをクリックします。

一時的に折りたたみたいステージの上部にカーソルを合わせ、表示される :guilabel:` (歯車)` アイコンをクリックして、ドロップダウンメニューから :guilabel:` 折りたたむ` を選択します。

重要

かんばんビューからステージを手動で折りたたむ操作は一時的なもので、ステージ内のカードはクローズ(完了)され ません。

チームにステージを割り当てる

チーム ` フィールド ( :guilabel:`ステージ フォーム)で選択します。同じステージを複数のチームに割り当てられるため、複数のチームを選択できます。