Using The Transaction Stages & Statuses Boards

Transaction Stages Board

The Transaction Stages Board provides custom swim lanes so you can track transactions from pending to close. You can drag and drop transaction cards to the next stage, and click a card to view its details, add comments, open the task list or open the transaction. To customise stages, navigate to Admin > Tasks > Transaction Stages and edit, remove or add stages. Change the order by dragging and dropping or adjusting the order numbershttps://kb-app.sisu.co/en/articles/9326066-setting-up-your-transaction-boards#:~:text=The%20Transaction%20Stages%20Board%20is,transactions%20from%20pending%20to%20close.

Creating and editing stages

To create a new stage, go to Admin > Tasks > Transaction Stages and click Add New. A new stage appears at the top of the list; edit its name and colour to suit your workflowhttps://kb-app.sisu.co/en/articles/9326066-setting-up-your-transaction-boards#:~:text=,create%20a%20new%20Stage. To edit an existing stage, simply click into the Stage Name or Colour fields and make your changeshttps://kb-app.sisu.co/en/articles/9326066-setting-up-your-transaction-boards#:~:text=,edit%20an%20existing%20Stage.

Customising tags

Tags allow you to track additional details on a transaction. For example, you might add a tag such as “Waiting on Payment” to indicate that the agent or team hasn’t been paid yethttps://kb-app.sisu.co/en/articles/9326066-setting-up-your-transaction-boards#:~:text=Customizing%20Transaction%20Tags.

Transaction Statuses Board

The Transaction Statuses Board lets you see transactions as they move from Pipeline to Closed. You can drag and drop cards between statuses, click a card for more details, and filter the board by user, group or transaction type (buyer or seller)https://kb-app.sisu.co/en/articles/9326066-setting-up-your-transaction-boards#:~:text=Transaction%20Statuses%20Board.

Adding dates and fields

Admins and transaction coordinators can customise which fields appear on cards in both boards by going to Admin > Team Settings > Transaction Boards. From here you can select fields from the Available Fields list and drag them to the Displayed Fields sectionhttps://kb-app.sisu.co/en/articles/9326066-setting-up-your-transaction-boards#:~:text=Adding%20Dates%20To%20Your%20Boards.