How to set up Project stages

Predefine lists of project stages to suit your needs and assign them to your action lists.

Learn more about how to create an automatic project dashboard based on the project stage.

Create a list of project stages

• Open the project stages

  Go to the Action Lists module and select Project Stages from the submenu. Please note that only users with sufficient rights can add a project stage.

  

• Create or edit a list

  To create a new list, click the green plus button. To modify an existing list, click the edit pencil.

  

• Add the stages

  Define the title of the list and add specific stages with the green plus button.

  

Set up your action list with a project stage

• Edit the action list settings

  Open your action list settings with the edit pencil.

  

• Choose the list of project stages

  Scroll down to the Settings tab and choose a List of Project Stages from the submenu. You can select from the existing options.

  

• Select the project stage

  To set the project stage, go to the Project Definition tab and select it from the submenu. It offers the options set up in the List of Project Stages. If the project stage submenu is not displayed, follow the step below.

  

• Enable Project Info in the template

  Please note: If an action list template is used, the template’s Project Info field needs to be enabled for the Project Stage submenu to appear.

  

• See the stage in the header

  The project stage is displayed in the action list header.