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Add and reorder workflow stages

A workflow template is made up of an ordered sequence of stages. This article covers adding new stages and reordering existing ones.

Adding a stage​

  1. Open a template in the builder and switch to the Stages view (the default view).
  2. At the bottom of the stage list, click Add Production Stage or Add Approval Stage:
    • A Production Stage is for work being done on the asset (design, editing, mixing, etc.) — it's advanced by an assignee rather than approved by a reviewer.
    • An Approval Stage is for review/sign-off — it closes based on reviewer decisions.
  3. The new stage is appended to the end of the sequence and gets a position label (P1, A2, etc.) based on its order and type.

Each stage card's type switcher (Production Stage / Approval Stage) at the top of the card lets you change a stage's type after it's added, though switching type resets the type-specific settings (reviewers, decision/advancement mode) for that stage.

Reordering stages​

There is currently no drag-and-drop or move-up/move-down control for reordering stages once they've been added — new stages are always appended to the end of the list. If you need a stage in a different position, delete it (and any stages that need to move) and re-add them in the order you want, then reconfigure their settings.

The one exception is within the Actions panel of a stage: individual actions inside "On stage start" / "On stage complete" can be dragged to reorder or move between the two sections. That does not reorder the stages themselves.

Viewing stage order​

Switch to the Flow view (toggle above the stage list) to see the stages laid out as a flow diagram, which makes the current order and any "after another stage" activation chains easier to follow at a glance.