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.
