This article is in the Projects section of the App.
First you will need to navigate to the Project Page for the Project you will be editing.
The Project Page can be accessed by clicking on a project from the Project zone or you will be taken there when you create a new project.
This page allows you to edit various details of the project and you can also send out invitations for the customer to view the MyEnergy page for the designs you’ve created
This article will outline how to use the Actions section that is located on the right hand side of the top of the project page.
Note: These actions can be fully customised. (See How to Customise Tags and Actions). You will see in this section that there are Action Checkboxes which are separated into their respective Stages.
When you complete an action you can click on the checkbox and it will mark the action as complete and timestamp it with the date and time that it was completed.
You can edit when an action was completed by clicking on the pencil icon which is next to the completed action checkbox:
This will take you to a page where you can edit the date and time that an action was completed.
If you edit this information ensure that you click the icon.
Once you have completed all of the actions within a stage you can click on the next stage within the process flow along the top. This will update the stage that the Project displays within the list of projects on the Project zone.