Lifecycle
Overview
On this page you will be able to configure lifecycle stages in Kiplot. This will influence the Portfolio Kanban view, enabling you to align workflows and enhance project tracking.
Configure Lifecycle Stages
Access
To view the Lifecycle Stages, start by selecting the Lifecycle tab under the Configuration section. This will display two sections: one for various stages and their categories specifically for Initiatives, and another for Outcomes.
Add a Stage
Use the ⨁ Add stage button to add new stages. Each stage can be categorized under groups like Idea, Analysis, Delivery, or Closed.
Enable/Disable
Enable or disable stages by using the toggle switch next to each stage. Reorder stages using the up and down arrows for seamless organization.
Sort
There is an Order control with an up (▲) and down (▼) button to sort the hierarchy of your custom fields.
Relationship to Portfolio Kanban View
The lifecycle stages you configured will now be visible in the Portfolio Kanban view, where you can track the progress of each initiative or outcome.
Note that different sets of stages can be applied to initiatives and outcomes.
Align Stages for Smooth Integration
Make sure your lifecycle stages in Kiplot match the stages used in Jira. This keeps your data synchronized and your workflows running smoothly.