Some processes are very linear and will always take the same path.

Most processes however have multiple paths and branches that they can take. In those cases, conditional logic can be used to only show specific steps if they apply in that particular property's case. (Note that while the Growth plan gives access to stage change steps, only the Operations plan has access to conditional logic).

Now you can use conditional logic to also build automatic stage changes into the process as well! Here's a couple examples:

The process needs to move from the "Upcoming" stage to "Owner Non-Renewal", because this owner doesn't want to renew with this tenant. So we choose "Owner's Renewal Choice: Not Renewing" when prompted.

There is then a step in the process that is conditional on the "Owner's Renewal Choice" being selected as "Not Renewing". It is set to move the process to the "Owner Non-Renewal Stage" and is set to do that automatically, immediately after the step before it is marked as complete.
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If the owner is planning to renew however, we would skip this step and move on in the Upcoming stage until we hit a similar question/stage change step after asking the tenant if they plan to renew.

In this stage, we have multiple automatic stage changes, all dependent on custom fields that are filled out in the process:
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Note that you can have multiple stage changes in the workflow and that they can be anywhere in the workflow: drag and drop them just like other step types.

They can be conditional or not, and be set to happen automatically or be manual tasks that ask you to change the stage manually.

Select the stage you want the process moved to here:

Then set the step to happen automatically:

And finally, set the conditional logic here:

To action a stage-change step (if it is manual), click the blue arrow button on the left-hand side of the task:
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You will then get a pop up to confirm that you are trying to move the process to a new stage. You would click the "Change Stage" button to confirm.

Note that an auto stage-change step will be downgraded to a manual task if there are still uncompleted tasks in the process that are connected to the current stage the process is in.

This is because changing the stage would remove those tasks before they are completed, which could cause important tasks to be inadvertently skipped.

There are two ways to avoid this downgrading: