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How can I move a card from stage to stage? The difference between stages and statuses.
How can I move a card from stage to stage? The difference between stages and statuses.
Updated over 7 months ago

In vPlan, you can divide your planning process into different stages, which can be process steps, production steps, departments, etc.
It may seem tempting at first to drag cards from stage A to stage B, but in vPlan it works differently.


If you work with several stages in vPlan (this is not compulsory, by the way), then you link your planable activities to these stages in the settings of vPlan. In vPlan, a card is split up into one or more cards per stage, based on estimated activities.

So you do not have one card that moves from stage to stage, but you have one planned card per phase. These cards belong together and each card has a status. Together we call them a collection of cards.

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Example:
We have set up the stages Preparation, Production and Assembly in a production planning board. These are departments in our production process.


In the setup, we have set up the activities Preparation, Sawing, Welding, Assembly and Packing.

During the set-up, we determined that the activities are distributed across our stages as follows:

  • Stage: Preparation

    • Activity: Preparation

  • Stage: Production

    • Activity: Sawing

    • Activity: Welding

  • Stage: Assembly

    • Activity: Assembly

    • Activity: Packing

Tip

To set up stages and activities, go to: Setting up vPlan


In the backlog of vPlan we create a card. This contains the activities Preparing, Welding, Sawing, Assembly and Packing with the estimated times.

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When we plan this card, we do not see one card moving from stage to stage. We see that the collection is divided into one card per stage.

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Each individual card goes through the statuses you set up. For example, preparation may have the status "Completed", and Welding and Sawing may have the status "In Progress" in the Production stage.

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Tip

This is an example of how stage planning works in vPlan. You can of course also use vPlan by means of status planning instead of stage, in which case you do drag a card from column to column (from status to status).

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