How to update Project Stages?

Step 1: Click on the “Database” tab on the left-hand side. 

Step 2: Locate and click on the “Stages” tab on the left-hand side.

Step 3: Click on “Job Stages” and select which job type to change stages for. 

Step 4: You can now view all existing project stages.

Editing Existing Stages

Step 5: Click on the edit button on the left to enable or disable a stage. 

Step 6: Click on the trash icon to delete a stage.

Step 7: Click on the edit button on the right to edit existing stage details. 

Step 8: To update the basic information of a stage, click on the “Edit” button.

Step 9: Once the edits are complete, click on the “Update” button.

Step 10: To edit the input of a job stage, click on the edit button on the right. 

Step 11: Once updates are complete, click on the “Save” button.

Step 12: Click on the edit button on the left to enable or disable a project stage input.

Step 13: Click on the trash icon to delete a stage input.

Adding a New Stage

Step 14: From the Job Stages tab, click on the “Add” button.

Step 15: Fill out the project stage details.

Step 16: Click on the “Add” button to add the new stage to the list.