Manage the Lifecycle of a Record

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

Key Benefits


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


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


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


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