How to add project stages in Project Management Solution: Difference between revisions
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*Navigate to '''Account Management''' > '''Custom Fields''' > '''Task Fields''': | *Navigate to '''Account Management''' > '''Custom Fields''' > '''Task Fields''': | ||
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Latest revision as of 14:22, 28 February 2024
The Interior Design project template in the solution includes stages specified in a custom field within each project task template. This allows tasks to be grouped into stages when creating a project, resulting in a view that looks like the following:
To modify the template steps, follow these instructions:
- Switch to the Basic workspace:
- Navigate to Account Management > Custom Fields > Task Fields:
- Select Stages:
- In the window that appears, you can add a new stage or delete an unnecessary one: