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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Revision as of 15:00, 20 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:

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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:

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