Support Center / Action Lists / How to set up Project stages

How to set up Project stages

Predefine a list of your project stages per your needs and set them up in your action list.

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

 

To create and predefine a list of project stages: 

Go to the Action Lists module and select Project Stage from the submenu.

Please note that only users with sufficient rights can add a project stage.   stage 

To create a new list, click the green plus button. To modify an existing list, click edit pencil. stage 1 Define the title of your list and add specific stages by clicking the green plus button. stages

To set up my action list with a project stage:

Go to your action list settings by clicking the edit pencil.edit pencil 

Scroll down to the 'Settings' Tab and choose a List of Project Stages from the submenu. You will be able to select among existing options. automatic project 4

To set up your Project stage, go to the "Project Definition" tab and select from the submenu. Here you will find options set up in the List of project stages.

 automatic project2 

The project stage will be displayed in the Action List header. project header

Please note: If you need to create a new project type, list of project stages, or add a project stage in the list, please contact your system administrator or support@teamguru.com