Keeping your projects organized and moving through stages smoothly is key to running an efficient operation. This feature helps your team stay on track, reduces manual updates, and ensures nothing falls through the cracks.

From the main menu, go to “Manage Database" and select “Database” from the dropdown.

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”.

Click “Add”.

Provide anamefor the workflow stage and check the“Workflow Stage” boxto add this workflow stage to the project details page.

Scroll down to locate the “Auto Add” check box. Checking the box will add the workflow stage to theworkflow stage barin the project details page automatically. This is optional.

In the project details page, you will be able to find the workflow stages right below the main project stages.

To add any other workflows to the workflow stage bar, click the “+” icon beside “Workflow”.

Add the preferred Workflow from the "Select Workflow" dropdown and click “Add”.

Once the workflow is successfully added, it will show up on the workflow stages bar. How to Add Workflow Stages Using Automation?

From the main menu, go to “Manage Database" and select “Database” from the dropdown.

Click “Automations” under “Additional”.

Click “Add New Automation”.

Provide a name for the automation and click “Next”.

Select a module and click “Next”.

Select aJob Typeand click “Start Now!”.

Click the "+" sign above “Automation Ends Here”.

Select the "Update Fields" action from the list.

Select “Add workflowto Project” from the fields.

Select the preferred workflow from the dropdown.

Click “Save” to finalize the changes.

💡 A project manager adds a 'Permit Submitted' stage to their workflow. Now the whole team can see exactly where each project stands in the permitting process at a glance.