Stages
Stages let you and Uclusion understand the state of a job’s collaboration at all times.
Waiting / Approval
This stage is for jobs that are assigned but not approved or waiting on completion of other jobs. Approvals added in this stage will expire after a configurable amount of time.
Changing a job’s assignments will remove all approvals and return the job to this stage.
You can also specify required approvers that will be sent a persistent notification.
Next / Assistance
Jobs with a blocking issue, question, or suggestion will display in this stage. Ready to Assign jobs also display here and in the backlog.
Work Ready
Only an assignee can move the job into Approved and then a notification for a progress report or new estimated completion date is sent once past the current estimate. Entering a progress report sends to the view so that they can reply or review.
Tasks Complete
Tasks Complete stage indicates the job is not actively being worked on but may still change after feedback. In order to move to this stage all tasks must be resolved. Moving to Tasks Complete prompts for creation of a progress report and that report may gather more feedback. If a task is opened the job will automatically change stage.
The number of jobs visible in the swimlanes for Tasks Complete is configurable:
Not Doing
Moving to Not Doing automatically resolves all open comments. Not Doing jobs are visible only in the archive.
Backlog