Customising pipeline stages

Rename, recolour, reorder, add and archive the stages your workspace uses — and control submitted tracking and inbound defaults.

Pipeline stages are workspace-wide: every job's board, the application drawer and the inbound accept flow all use the same ordered set. Workspace admins shape them under Settings → Pipeline stages.

What you can configure

  • Rename any stage inline — call it "Tech test", "Partner interview", whatever your process says.
  • Colour — pick a colour per stage; boards and badges use it everywhere.
  • Reorder — move stages up or down; the order is your process order.
  • Add a stage — type a name (e.g. "Tech test") and add it to the flow.

Per-stage behaviours

ToggleWhat it does
Marks submittedEntering this stage — or any stage after it — stamps the application's submitted date, feeding the delivery funnel and submitted reporting.
Interview stageMarks candidates in this stage as interviewing. Moving a candidate here offers to log an interview, and interview reporting counts these stages.
Inbound defaultThe default landing stage when accepting inbound applicants. Only one stage can hold this at a time.

Archiving and deleting

Stages you no longer use can be archived (hidden from boards, restorable later) or deleted. If candidates are still sitting in the stage, Kepler won't orphan them — a "Move existing candidates" dialog asks where to put them first. You can't remove the last remaining stage.

Outcomes don't need stages

Placed, rejected and withdrawn are outcomes, not stages — they always exist and never appear in this list. Don't create a "Rejected" stage; use outcomes so history is preserved.

Stages are shared by every job in the workspace. Renaming or reordering mid-quarter changes how existing pipelines read — add new stages freely, but restructure deliberately.

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