How to use stage cards

Label and organise the high-level phases of a customer experience, with each phase spanning the steps it covers.

Stage cards mark the major phases of a journey, like Discover, Onboard, or Support. Each one is a chevron-shaped card that sits in the Stages lane above your steps and stretches across as many step columns as the phase covers.

A stage card spans the step columns that belong to one phase

A blank journey opens with one Stages lane and one empty stage card. To add another, hover an empty cell and click + Add card, then choose Stage. In a Stages lane, Stage is the Enter quick-select; in any other lane it sits under BASIC CARDS in the picker.

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How to label a phase

Click into the stage card and type. The text you enter becomes the phase label, and changes save automatically.

Click into the card to edit the label

The floating toolbar above a selected stage card carries the same text formatting as a text card: bold, font size, font, list formatting, and the fill control for accent colour and background style. Stage cards are one of two card types you edit inline; every other type opens its own configuration UI.

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How to span a stage card across step columns

The defining behaviour of a stage card is that it stretches across the step columns its phase covers. You can resize it by dragging or from the overflow menu.

1

Select the stage card

Click the card once to select it. A selection border appears around the chevron and the floating toolbar opens above it.

2

Drag the right edge, or use Expand and Shrink

Drag the right edge of the card to cover more or fewer columns. It snaps to column boundaries as you drag. For single-column steps, open the toolbar's three-dot menu and use Expand to add a column or Shrink to remove one.

The selected stage card spans the three step columns beneath it

The chevron points forward to signal the progression from one phase to the next. When two stage cards sit side by side, the leftmost card's point tucks under the next card's left edge.

Important: Spanning over another stage card moves it to a new row

If you span a stage card into a column where another stage card already sits, the overlapped card moves to a new row in the same lane instead of being overwritten. The lane grows taller to hold the extra row.

A second stage card drops to a new row when its column is already spanned

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What stage cards share with other cards

Stage cards use the same toolbar, card details panel, colour system, and multi-select as every other card type. The card details panel holds the universal Personas, Card tags, and Comments sections.

See How to add and edit cards for the canonical walkthrough of these shared mechanics.

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Related topics

How to add and edit cards

Parent how-to for shared card mechanics: toolbar, details panel, colours, and headers.

How to add and manage lanes

Add the Stages lane that holds your stage cards, or any other lane type.

How to add and manage columns

Set up the step columns that stage cards span across.

How to bulk edit cards

Select multiple stage cards and apply tags, personas, or formatting in one go.

How to filter a journey map

Filter the map by persona or tag to focus on the stages that matter.