Project workflow stages give every project manager a more flexible and organized way to manage and track progress within a project. Access to this feature is setting-based. These workflow stages appear below the main project stages and can be added automatically or manually. This gives teams more control over how work is tracked and completed.
Follow the steps below to add a workflow stage to projects:
Step 1: From the main menu, go to “Manage Database" and select “Database” from the dropdown.
Step 2: Click “Stages” and select “Proposal Stages” from the dropdown. After that, select “Job Stages” and click the preferred job type’s job stage. For this example, we have selected "Solar Job Stages”.
Step 3: Click “Add”.
Step 4: Provide a name for the workflow stage and check the “Workflow Stage” box to add this workflow stage to the project details page.
Step 5: Scroll down to locate the “Auto Add” check box. Checking the box will add the workflow stage to the workflow stage bar in the project details page automatically. This is optional.
Step 6: In the project details page, you will be able to find the workflow stages right below the main project stages.
Step 7: To add any other workflows to the workflow stage bar, click the “+” icon beside “Workflow”.
Step 8: Add the preferred Workflow from the "Select Workflow" dropdown and click “Add”.
Step 9: Once the workflow is successfully added, it will show up on the workflow stages bar.
How to Add Workflow Stages Using Automation?
Step 1: From the main menu, go to “Manage Database" and select “Database” from the dropdown.
Step 2: Click “Automations” under “Additional”.
Step 3: Click “Add New Automation”.
Step 4: Provide a name for the automation and click “Next”.
Step 5: Select a module and click “Next”.
Step 6: Select a Job Type and click “Start Now!”.
Step 7: Click the "+" sign above “Automation Ends Here”.
Step 8: Select the "Update Fields" action from the list.
Step 9: Select “Add workflow to Project” from the fields.
Step 10: Select the preferred workflow from the dropdown.
Step 11: Click “Save” to finalize the changes.