Project stages represent the sequential steps undertaken to complete the project, spanning from design to the completion of the project. To transition your project to a different job stage, please follow the steps outlined below.
Step 1: Navigate to the "Manage Projects" tab and click "Projects." Select your project.
Step 2: Choose the project stage to which you want to move your project and click on it.
Step 3: Fill in the necessary fields for the project stage, then click on the dropdown menu next to the stage status at the top right of the popup window.
Step 4: You can select either "completed" or "processing" depending on the current status of the project at that stage.
Step 5: Click on the “Update” button.
Step 6: The “completed” stage is highlighted in green, while the stage under “processing” is highlighted in blue on the project stages tab.
You can also update the project stage with the help of tasks listed under each stage
The tasks under a stage can be used to update the project stage status automatically. Once all tasks under a stage are completed, the stage automatically updates to "Completed".
Step 7: Click on the task in stage detail or click on the task from the task lists
Step 8: Click on the “Edit” button.
Step 9: Click on the field next to “Status”.
Step 10: Select the status of the task to update the progress of the stage.
Step 11: Click “Update”.
Step 12: As soon as the tasks listed under a stage are completed, the stage automatically gets updated on the stages tab.
Note: If the “Bypass Required Fields” option is enabled for a stage, you can complete that stage and click “Update” without needing to fill in every required field. This helps keep projects moving even when certain details are unavailable for that specific job stage.
Note: You can edit the name of the uploaded file for each job stage.
Step 1: Scroll down to the specific job stage.
Step 2: Click “View Attachments” under the attachment field.
Step 3: Click on the edit icon to change the file name.
Step 4: Enter the new file name and click on the “tick” icon.
You have successfully changed the file name.
Note: While a change order is pending, stages can’t be modified, only fields can be updated. A banner will notify users. To move stages, the change order must be canceled first.