Manage stage transitions from the action bar
Use the stage action bar to review allowed transitions, understand blockers, and move a workspace item to the appropriate next stage.
This guide is designed for project manager.
Steps
Step 1: Review available stage actions
Open the item’s detail view and scroll to the stage action bar to see all available transitions, with primary forward moves highlighted and secondary actions such as cancel or return shown as outlined buttons.
Step 2: Check readiness and outstanding requirements
For each transition, review any readiness notes or "Needs" labels indicating missing information or approvals so you understand what is blocking or outstanding before you move the item.
Step 3: Trigger a forward or secondary transition
Select the appropriate action button, such as moving the item to the next stage or returning it to a previous stage, to open the confirmation dialog with the same gating rules that apply elsewhere on the page.
Step 4: Provide confirmation details
In the confirmation dialog, review the transition summary, add any required comments, and confirm the change to submit the transition request to the workflow service.
Step 5: Handle transitions that require forms
When a transition is gated by a form, use the provided action to open or raise the required form so that any missing evidence or artefacts can be created before the transition is completed.
Step 6: Respond to transitions started elsewhere on the page
If a primary action such as "Next step" has already been selected in another area, use the action bar’s pending transition flow to review the same confirm dialog and complete the transition without duplicating actions.
Last updated: 2026-09-01