Template Management

Stage Management

Use this page to set a template’s stage structure (the order each stage should occur), rename a stage, add a new stage or delete a stage from the template.

To manage an existing stage:

1. If necessary, rename a stage by typing a new name in the Stage field.

2. Click the After field and select the stage that should come before this stage.

3. Click the Update button for the stage you are manipulating.

4. Click the template name link to return to the Template Actions page.

To add a new stage to the template:

1. In the Add New Stage box, at the top of the page, type a new name in the Stage field.

2. Click the After field and select the stage that should come before this stage.

3. Click the Update button for the stage you are manipulating.

4. Click the template name link to return to the Template Actions page.

To delete a stage in a template:

1. Locate the desired stage box.

2. Click the Delete this Stage link.

3. Click the template name link to return to the Template Actions page.