Projects and stages
How to choose review stages
Set clear approval stages and involve each participant at the right time.
Reviewed on July 13, 2026
Before you start
- A new or existing review.
- Permission to edit stages.
Step by step
- 1Open the review stages area.
- 2Start with the simple template if no process is defined yet.
- 3Order steps such as Internal review and Client approval.
- 4Choose who participates in each stage.
- 5Review the progression rule.
- 6Save before inviting anyone.
What should happen
The review shows understandable stages and the right participants for each decision.
If something doesn't work
- Too many stages make progress hard to follow.
- Without permission, you cannot edit stages.
- Someone in the wrong stage may receive the wrong responsibility.