Job Stages in Commusoft allow businesses to create a structured workflow for job progression. They define the various stages a job can go through, from creation to completion. Job Stages help teams track job progress, ensure smooth transitions, and trigger automation, such as job completion rules. 🚀✅
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View Setting
Here, you will see a list of all existing job stages. You can add, edit, or delete stages as required.
➡️ Profile icon > Settings > Jobs > Job stages
Adding a New Job Stage
To create a new job stage.
➡️ Click Add New Stage.
Enter the Stage Name.
Select a Colour to differentiate it from other stages.
Choose a View Icon that will appear in the job list.
Enable the Job Completion Rule to automatically mark a job as completed when it reaches this stage. (Optional)
Click Save to finalize the new stage.
Each pipeline must contain at least two stages.
Editing a Job Stage
To modify an existing stage.
➡️ Click Edit next to the stage you want to update.
Adjust the Stage Name, Colour, or View Icon as needed.
Modify the Job Completion Rule if required.
Click "Save" to apply the changes.
Deleting a Job Stage
To remove a job stage.
➡️ Click Delete next to the stage you want to remove.
A confirmation prompt will appear.
Type "delete" in the confirmation box.
Click Delete to permanently remove the stage.
Deleting a job stage will remove it from all associated jobs.
Key Highlights
Creating a Job stage creates an associated view on the Job dashboard
Job stages help structure job progress from start to finish.
Colours and icons improve visual identification.
Job completion rules ensure smooth automation.
Stages can be customized to fit your workflow.
Deleting a stage cannot be undone, so proceed with caution.
🚀 Use Job Stages to keep your workflow organized and ensure jobs move seamlessly through the system!