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.

You can automatically update a project's workflow stage status to progressing, complete, or none based on defined triggers and conditions. This means your workflow stages move forward with the right status at the right time, reducing manual updates and keeping your workflows accurate and in sync. Follow the steps below to automate workflow stage progression.

Click "Manage Database" and select "Database" from the dropdown.

Click "Additional" and choose "Automations" from the dropdown.

Click "Add".

Provide a title and click "Next".

Select the preferred module and click "Next".

Select the preferred job type and click "Start Now!".

Click the plus sign above "Automation Ends Here".

Select "Update Fields" from the list of actions.

Select the preferred field from the dropdown.

You can select all three fields. "Stage to None", "Stage to Complete", and "Stage to Progressing".

Assign preferred stages to all the fields.

Once all the stages are assigned, click "Save".

Once saved, you will be able to see the field update automations.

Last updated: 2026-07-23 · Source: How to Automate Workflow Stage Progression?