After adding stages to a stage list, the list can be assigned to one or more doc codes. To assign a stage list to a doc code, navigate to Project Menu > Cards > Code List. If you are looking to change an active stage list mid-project, see our support article: Update/Change Stage List Mid-Project.
Assign stage list
By default, a stage list will automatically be assigned to each doc code based on the project template settings (Project Menu > Set Up > Project Template > Project Settings).
To assign a different stage list to a doc code, click on the stage list (directly in the grid) for the appropriate doc code and choose a different list from the available options. Once the new stage list is selected, click "Save" (bottom right).
If a new stage list was added at the Admin level, the list will need to be imported into the project before it can be used. To do this, navigate to Project Menu > Set Up > Stage Lists. Click the import icon in the grid (top right), select the list, and click "Save."
