How to Customize Task Categories and Stages for Your Agency

Where to Customize Task Categories and Stages

Only Admin users have access to this configuration.

Navigation:

Left Navigation → Miscellaneous → Agency Customization → Tasks – Categories and Stages

Categories vs. Stages: What They Mean

Categories appear in the Task Overview Pipeline, and tasks move left to right through the Stages.

➕ How to Add a New Task Category

1. In the configuration panel, scroll down

2. Click “Add Category”

3. Enter a descriptive name for the category

4. Click Save

➕ How to Add a Stage to a Category

1. Find the Category you want to add to

2. Click the “+” icon to the right

3. Enter the Stage Name

4. Click Save

Stages cannot be reordered after creation. Add them in the exact order you want them to appear.

⚠️ Important Warnings on Editing

• You cannot reorder stages

• If a stage has already been used in a task, you may not be able to edit or delete it

• Doing so can result in system errors or broken task associations

✅ Recommended Solution:

Instead of editing a live Category or Stage:

• Rename the entire Category to include: ***DONOTUSE
  Example: “Renewals – Small Commercial ***DONOTUSE”

• Create a new Category with the corrected name and stages

✏️ Pro Tip: Plan Before You Build

Before creating a new Category and its Stages:

• Take time to map out your workflow on paper or in a shared document

• Decide the exact steps needed

• Consider who will own each step and what the naming conventions should be

• Only create the Category and Stages once the full structure is finalized

Planning ahead avoids clutter, reduces the need for edits, and helps you avoid system conflicts later.

Example Setup

✅ Best Practices

• Don’t edit live categories—use ***DONOTUSE when deprecating

• Keep stages clear and actionable (avoid vague labels like “Waiting”)

• Group stages logically by ownership or workflow

• Periodically review your task pipelines and clean up unused categories