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.
Note: You can also rename the name of an existing stage by clicking the edit button next to the stage name. The updated stage name will be reflected in all new and existing projects.
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.
