Why This Matters
When your team finishes one stage of a project, someone has to manually move it to the next stage — and that step often gets forgotten when things get busy. Projects sit idle, and nobody realizes it until a customer calls asking for an update.
The Auto Stage Processing feature fixes this by automatically moving a project to the "Processing" stage as soon as the previous stage is completed. No manual clicks, no delays — your workflow just keeps rolling.
What You'll Need
Admin access to SubcontractorHub
Access to Settings (specifically Project Settings)
Step-by-Step Instructions
Step 1: Open Your Settings
Click "Hi, [Your Name]" in the top-right corner, then select Settings from the dropdown menu.
Step 2: Find Project Settings
Scroll down in your settings until you see Project Settings.
Step 3: Click Edit
Click the Edit button on the right side of the Project Settings section.
Step 4: Enable Auto Stage Processing
Scroll down and find the "Auto trigger next stage to processing" option. Click the toggle to turn it on.
Step 5: Save Your Changes
Click Update to save.
That's it! From now on, whenever a project stage is completed, the next stage will automatically move to "Processing" status.
Real-World Example
Lisa manages a solar installation company. Her projects go through stages: Design → Permitting → Installation → Inspection. Before enabling auto stage processing, her office manager had to manually update each project after permitting was done. Now, the moment the permitting stage is marked complete, the project automatically moves to "Installation - Processing." Lisa estimates this saves her team 30 minutes a day across all active projects.
Pro Tips
💡 Pair this with automated stage progression — see Enable Automated Project Stage Progression for tasks that auto-complete stages
💡 Combine with task templates so that when a stage enters "Processing," the right tasks are already assigned
💡 Test with one project first — enable the setting, complete a stage manually, and verify the next stage moves to Processing automatically
💡 Related: How to Update Project Stages for manual stage management when needed
Troubleshooting
Issue | Solution |
Stage didn't auto-advance | Make sure the previous stage was fully marked as completed, not just partially done |
Can't find the toggle | Scroll further down in Project Settings — it's below other project options |
Setting saved but nothing changed | Try refreshing the page, then test with a new project completion |
Key Terms
Stage Processing — The status of a project stage that indicates it's currently being worked on
Auto Stage Processing — A setting that automatically moves a project to the next stage's "Processing" status when the current stage is completed
Project Stage — A defined phase in your project workflow (e.g., Design, Permitting, Installation, Inspection)
Last updated: May 8, 2026 | Batch 08 rewrite from original "How To Enable Auto Trigger For Auto Stage Processing Of Projects"