0%

Updating your AskBoard Stages

Updating your AskBoard Stages

Each Ask in DonorDock is assigned an Ask Stage to reflect its current status in your fundraising process. If your organization uses the AskBoard feature, these stages appear as lanes on the board, allowing your team to quickly see where each Ask stands and how close it is to completion.

Ask Stages helps visualize move management by showing both progress and probability.

By default, DonorDock includes the following Ask Stages:

  • Identify (20%)

  • Qualify (30%)

  • Cultivate (50%)

  • Solicit (70%)

  • Close (100%)

Each percentage represents the likelihood of a successful Ask at that stage. As an Ask moves across the board, the probability increases, helping your team forecast outcomes and prioritize efforts.

Each Board can be customized for different use cases and stages based on the type of Asks being created.

Steps at a Glance

  1. Open the AskBoard you want to manage

  2. Open the board settings

  3. View, add, or edit Ask Stages

  4. Save your changes

Full Navigation Steps

Step 1: View Ask Stages for a Board

  1. Log in to DonorDock

  2. Navigate to the AskBoard you want to manage

  3. Click the Settings gear icon next to the board name on the left

  4. Select Manage Stages

This opens the list of Ask Stages for the selected board.

Menu Prompt to view Manage Stages
Menu Prompt to view Manage Stages
Step 2: Add a New Ask Stage

  1. Click the Ask Stages search box

    Search/Text Bar in Stages
    Search/Text Bar in Stages

  2. Type the name of the new stage and click Create

    Create Action for New Stage
    Create Action for New Stage

  3. In the pop-up, set the Probability for the stage and click Save Ask Stage

    Save Ask Stage settings, including stage name and probability
    Save Ask Stage settings, including stage name and probability

The new stage will be added to the board and available for use on Ask cards.

Step 3: Edit the Order of Ask Stages

  1. On the Manage Stages page, click the pen icon next to an Ask Stage

    Edit icon for an Ask Stage
    Edit icon for an Ask Stage

  2. Update the Stage Order number

    Editing Stage Settings, Board, Stage Name, Probability, and Stage Order
    Editing Stage Settings, Board, Stage Name, Probability, and Stage Order

  3. Save your changes

Stages display on the AskBoard from left to right based on their Stage Order value.

Stage Order numbers determine the lane position in ascending order, such as 1, 2, 3, 4, 5.

Otto Tips

⚓ Order matters: Stage Order controls lane placement and impacts how progress is visualized.

🛟 Review regularly: Revisit Ask Stages as your fundraising strategy evolves.

0%