- Currently Deal Board Views are organized by “Stage”
- I would love the ability to organize the Deal Board View by a custom dropdown select property.
The reason for this is because within each of our deals, we have sub stages/statuses that specific departments manage the status of. Those departments need a board view so they can manage their portion of the deals in which they are responsible for.
In the examples below, you can see that in Click-up there is the main Deal/Task status/stage. Then the Board view also allows us to group the Deals/Task by other properties. This allows us to give each stakeholder their own relevant board view to manage.
Click-up Deal Stages:
- Currently Deal Board Views are organized by “Stage”
- I would love the ability to organize the Deal Board View by a custom dropdown select property.
The reason for this is because within each of our deals, we have sub stages/statuses that specific departments manage the status of. Those departments need a board view so they can manage their portion of the deals in which they are responsible for.
In the examples below, you can see that in Click-up there is the main Deal/Task status/stage. Then the Board view also allows us to group the Deals/Task by other properties. This allows us to give each stakeholder their own relevant board view to manage.
Click-up Deal Stages:
Click-up Sub Category Board - In this example we are grouping the Deals by the “BC Status” property
- Currently Deal Board Views are organized by “Stage”
- I would love the ability to organize the Deal Board View by a custom dropdown select property.
The reason for this is because within each of our deals, we have sub stages/statuses that specific departments manage the status of. Those departments need a board view so they can manage their portion of the deals in which they are responsible for.
In the examples below, you can see that in Click-up there is the main Deal/Task status/stage. Then the Board view also allows us to group the Deals/Task by other properties. This allows us to give each stakeholder their own relevant board view to manage.
Click-up Deal Stages:
Click-up Sub Category Board - In this example we are grouping the Deals by the “BC Status” property
Click-up Sub Category Board - In this example we are grouping the Deals by the “PM Status” property
Click-up Sub Category Board - In this example we are grouping the Deals by the “PM Status” property
- Currently Deal Board Views are organized by “Stage”
- I would love the ability to organize the Deal Board View by a custom dropdown select property.
The reason for this is because within each of our deals, we have sub stages/statuses that specific departments manage the status of. Those departments need a board view so they can manage their portion of the deals in which they are responsible for.
In the examples below, you can see that in Click-up there is the main Deal/Task status/stage. Then the Board view also allows us to group the Deals/Task by other properties. This allows us to give each stakeholder their own relevant board view to manage.
Click-up Deal Stages:
Click-up Sub Category Board - In this example we are grouping the Deals by the “BC Status” property
Click-up Sub Category Board - In this example we are grouping the Deals by the “PM Status” property
Click-up Sub Category Board - In this example we are grouping the Deals by the “BC Status” property
Click-up Sub Category Board - In this example we are grouping the Deals by the “PM Status” property
