Manage the Lifecycle of a Record

SharePortals Stage Management lets you define business rules for each stage of a record.

Key Benefits

Capture

Enforce capture of information when a record has reached a particular stage.

Workflow

Initiate workflow business rules when moving stages, optionally harnessing Power Automate.

Kanban

View and manage the stage of multiple records by using the Kanban overview.

Kanban

Using the Kanban board lets you see key information for many records at a glance, treating each stage as a bucket.

Get started with SharePortals

Get Started

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