Workflow stages organize task templates by process step.

What A Stage Represents

A stage represents a workflow step such as intake, loan processing, inspection, bidding, construction, or closeout.

For client workflow templates, a stage may be mapped to a client status code.

Stage Fields

A workflow stage can include:

• Stage Name
• Client Status
• Order
• Active flag

Stage Name

Use a clear name staff will understand.

Examples:

• Pre-Application
• New Applicant
• In Loan Processing
• Inspection
• Out For Bid
• Construction
• Closeout