Customize stages and columns to match your team's process. Edit them anytime as your workflow shifts or the data you need to track changes.
Adding, removing, and reordering stages
Stages represent the steps a box moves through in your workflow. For more on how stages fit into pipeline structure, see What is a pipeline?.
To add, edit, or remove pipeline stages:
Click the three-dot menu at the top right of your pipeline
Select Stages and columns
Open the Stages tab
From the Stages tab, you can:
Drag stages to reorder them
Rename a stage by clicking its name
Add a stage from the + Add stage button
Remove a stage by hovering over it and selecting the trash icon
Choose a color theme for the pipeline, or recolor individual stages
Edits auto-save as you make them.
Adding columns
Columns store data about each box in your pipeline.
To add a new column:
Right-click any existing column header, or click the dropdown arrow next to the column name
Select Insert new column
Choose a column type and name your column
For more on column types and what each one does, see what are custom columns.
Edit or remove columns
To edit or remove existing columns:
Click the three-dot menu at the top right of your pipeline
Select Stages and columns
Open the Columns tab
From the Columns tab, you can:
Rename custom columns
Reorder columns
Hide or freeze columns
Remove columns
💡 Pro tip: Hold Shift or Ctrl (Cmd on Mac) to select multiple columns at once and move, freeze, or hide them in bulk.
⚠️ Note: Deleting a column permanently removes all data in that column across every box. This cannot be undone. You'll need Admin access on the pipeline to delete a column.
Edits auto-save as you make them and apply to your pipeline in real time.