Track the Progress of a Project

This article will outline how to use the Stage Tracking section an individual Project page, that is located on the top right-hand side of the of screen. Please navigate to the Project zone of OpenSolar to start and click into a specific project. 

The Stage Tracker lives in the top right-hand screen of your project's page. There are five stages: Design, Sell, Install, Maintain and Other. The stage your project is in will be highlighted yellow, and can be updated as your project progresses.  

Each stage has a list of action items with check boxes.  When you complete an action, click the check box and this action will be marked as completed with a timestamp and date. Completed actions can be seen in "Project History".

Note: These actions can be fully customised. See the Help Center article for How to Customise Tags and Actions.

You can edit the time when an action was completed by clicking on the pencil icon which is next to the completed action check box.

 This will take you to a page where you can edit the date and time that an action was completed. Ensure that you click the  icon. 

Once you have completed all of the actions within a stage you can "Update 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.