How to add project stages in Project Management Solution: Difference between revisions
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|title=How do I add project stages in Project Management | |title=How do I add project stages in Project Management Solution | ||
|titlemode=append | |titlemode=append | ||
|keywords=Planfix, Project Management, | |keywords=Planfix, Project Management, Solution, solutions, How do I add, project stages | ||
|description=How do I add project stages in Project Management | |description=How do I add project stages in Project Management Solution | ||
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The Interior Design project template in the [[ | The Interior Design project template in the [[Ready-made Solutions | 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: | ||
https://s.pfx.so/pf/8Q/8tWyPJ.png | https://s.pfx.so/pf/8Q/8tWyPJ.png | ||
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*Switch to the '''Basic workspace''': | *Switch to the '''Basic workspace''': | ||
https://s.pfx.so/pf/Ns/Vz6IyS.png | https://s.pfx.so/pf/Ns/Vz6IyS.png | ||
*Navigate to '''Account Management''' > '''Custom Fields''' > '''Task Fields''': | *Navigate to '''Account Management''' > '''Custom Fields''' > '''Task Fields''': | ||
https://s.pfx.so/pf/am/gbsBLQ.png | https://s.pfx.so/pf/am/gbsBLQ.png | ||
*Select Stages: | *Select Stages: | ||
https://s.pfx.so/pf/Xi/fqdBBW.png | https://s.pfx.so/pf/Xi/fqdBBW.png | ||
*In the window that appears, you can add a new stage or delete an unnecessary one: | *In the window that appears, you can add a new stage or delete an unnecessary one: | ||
https://s.pfx.so/pf/bU/3DZOgB.png | https://s.pfx.so/pf/bU/3DZOgB.png | ||
Revision as of 02:51, 13 April 2023
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:
