Your process, built your way.
Pipelines and stages you design, change any time, and let routines move work through.
Your stages, your order, your rules.
Stages in your order.
Name the stages the way your work runs and put them in that order. Every stage shows how many cards sit in it.
Add or remove a stage.
Add a stage between two others, or take one away. Its cards move first, so nothing is lost when a stage goes.
Cards that sit too long are flagged.
Give a stage a limit in days. A card that stays past it is flagged, with the days counted.
A stage can start a routine.
When a card reaches a stage, a routine starts on it. A routine can move the stage too.
From a blank board to a working process.
Five steps, in this order.
- 1 Board
See the work where it stands.
Every card sits in its stage, and each stage shows its total. Quiet ones are one tab away.
- 2 Stages
Design your stages.
Name them, put them in order, mark where work starts and where it is done. Add one any time.
- 3 Limits
Say how long is too long.
Set an idle limit per stage. Delete a stage and say where its cards go first.
- 4 Routine
Let a routine move the work.
Pick the stage that triggers it, then the steps, such as drafting a summary or sending a notice.
- 5 Test
Test it before it's live.
A test run shows what the routine would do and writes nothing. Publish when it looks right.
Where this does the most.
Maple Studio's logo reaches Approved on a Thursday. Your routine drafts the handover summary and waits for your yes before it goes anywhere.
Waiting for you · handover summaryNoah's order has sat in Packed for five days. Packed has a four-day limit, so the order is flagged, with the days counted.
Flagged · 5 days in PackedSee the playbook →Mrs Keller's oven is waiting on a part. You add a stage called Waiting for parts between Diagnosis and Repair, and her card moves in.
Stage added · Waiting for partsWhat your stages do not do.
And what happens instead.
- It does notIt does not invent your stages.InsteadSetup starts you from a template for your kind of work, and you rename, reorder, add or remove from there.
- It does notIt does not move a card on its own say-so.InsteadA card move asked for in conversation waits for your yes. A routine moves a card only when you built it to.
- It does notIt does not send what a routine drafts.InsteadThe draft waits for your yes, with its reason beside it.
- It does notIt does not publish a routine untested.InsteadA test run writes nothing. You publish when it looks right.
Can I use my own stage names?
Yes. Stages are yours to name, order, add and remove, on any board. A new workspace starts from a template for your kind of work, and you change it any time.
Can I have more than one board?
Yes. You can keep several boards for the same area of work, each with its own stages.
What happens to the cards when I delete a stage?
You choose where they go and they move first, so nothing is lost.
What can a stage start?
A routine. When a card reaches the stage, the routine runs its steps, for example drafting a summary or sending a notice. A routine can also move a card to another stage.
Can I try a routine before it runs on real work?
Yes. A test run shows what it would do and writes nothing. You publish it when you're happy.
Hand it the work. Keep the decisions.
Hand Felesh the work you've been carrying?14 days free, no card. Everything that needs your call still waits for your yes.