How to customise Kanban workflow settings

Customising your Kanban workflow is quite easy in our platform, once you log into Lend head down to the bottom left of the page to Manage > Workflow Settings.

You've got a few options here:

• Firstly, as you can see there is a pencil icon on the top row, you've got the ability of changing the name of the status & changing the colour of this section here too.

• Secondly, you've got the ability adding an additional sub status (white box), now within our platform you've got the ability to tie automations to these particular sub statuses here too.

• Lastly, on the right side of the page you have the ability to add a stage (another status) within your workflow, the system will prompt you to add it between 2 x status'. From here you can customise the name and colour.