Skip to main content
All CollectionsCreating and using plans
What is a ‘plan stage’?
What is a ‘plan stage’?

What does 'Add new plan stage' in a plan mean?

Updated over a week ago

A plan stage is one core area of your project.

For example, if you are building a plan for ‘Email marketing’, one of your plan stages would be ‘Email tool setup’.

In this ‘plan stage’, you will then add all of the tasks related to this stage.

This could be, deciding on what email marketing tool to use, creating a mailing list, creating a tag and creating a lead magnet.

An example of another ‘plan stage’ would be ‘growing your email list’, in here you will add tasks related to growing an email list such as promoting a lead magnet on social media and running a Facebook ad.

Did this answer your question?