How to Customize Pipeline Columns on Web

Tailor your workflow by adding, naming, and color-coding custom stages that match your unique business process.

• Adding Stages: In Board View, click + Add Column to create a new stage.

• Branding & Labels: * Assign a Name to the stage.

  • Select a Color to color-code your workflow.

• Modifying Columns: * Click the three dots (...) on a column header.

  • Select Edit Title to change the name or color.

  • Select Delete to remove a stage (ensure it is empty first).

• Real-Time Updates: Changes to column names reflect instantly across the entire platform.