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How to update a stage while working on a roofing project?

Updated this week


Step 1: Navigate to “Manage Projects” and click on “Projects.” Then, choose the roofing project that requires a stage update.

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.


Step 4: Select the status of the stage. 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 automatically update the project stage status. 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

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