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How to Enable the Setting for Adding Project Workflow to Project Stages?

Why This Matters

Getting this feature set up correctly saves you time and reduces errors in your daily workflow. Let's walk through it step by step so you can get back to running your business.

Project workflow stages provide a more polished way of tracking and managing a project's progress. In addition to the standard project stages, the workflow stages ensure that each stage is completed more efficiently and with more control. Follow the steps below to enable the setting to add project workflow stages.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Click "Settings" from the menu.

Step 1 - How to Enable the Setting for Adding Project Workfl

Step 2

Click "Project Settings".

Step 2 - How to Enable the Setting for Adding Project Workfl

Step 3

Click the "Edit" button.

Step 3 - How to Enable the Setting for Adding Project Workfl

Step 4

Scroll down to find "Enable Project Workflow" and turn the toggle on.

Step 4 - How to Enable the Setting for Adding Project Workfl

Step 5

Click "Update" to save the changes.

Step 5 - How to Enable the Setting for Adding Project Workfl

Pro Tips

  • 💡 Pro tip: Bookmark this page for quick reference when you need a refresher.

  • 📱 Works on mobile: Access this feature from your phone or tablet when you're in the field.

  • 🔄 Automate when possible: Pair this feature with automations to reduce manual work.

Troubleshooting

Problem

Solution

I don't see this option

Make sure you have Admin access. Some features require specific permissions.

Changes aren't saving

Try refreshing your browser and make sure you clicked Save before navigating away.

Something looks different from the screenshots

SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.


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