How to add project stages in Project Management Solution: Difference between revisions

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== Go To ==  
== Go To ==  
*[[Instructions for Setting Up Your Company's Project Management configuration | Instructions for Setting Up Your Company's Configuration]]
*[[Instructions for Setting Up Your Company's Project Management Solution]]
*[[Project Management configuration]]  
*[[Project Management Solution]]  
*[[Configurations]]
*[[Ready-made Solutions]]

Revision as of 02:42, 13 April 2023

The Interior Design project template in the configuration 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: 8tWyPJ.png


To modify the template steps, follow these instructions:

  • Switch to the Basic workspace:

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  • Navigate to Account Management > Custom Fields > Task Fields:

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  • Select Stages:

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  • In the window that appears, you can add a new stage or delete an unnecessary one:

3DZOgB.png


Go To