Stage

A stage is a first level of organizing all the different tasks required to complete work associated with a case. For example, you might use a checklist to capture the large, and then small, tasks you need to complete for a given job or project. That checklist is similar to a stage.

You configure stages on the Case Designer Stages and Processes tab. First, you identify the high level groupings (stages) in the stage diagram. Then, you organize the required and optional tasks as steps that you have to perform within each stage. The organization gives you a sense of what you have to do first, what must happen in sequence, and what can happen in parallel. See Using the Stages and Processes tab.

	Case Management, ad hoc work, cover, folder, subcase,instantiate, top-level case type
	Using the Cases Explorer About the Case Manager portal About Case Type rules

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