This article will outline how to use the Stage Tracking tool for an individual project. This tool is located in the Manage tab of the Project zone.
You will see Stage Tracker at the very top of the Manage page. There are five stages: Designing, Selling, Installing, Maintaining and Other. The stage your project is in will be highlighted gray and marked as ‘Active’. This can be updated as your project progresses.
Each stage has a list of action items with checkboxes. When you complete an action, click the check box and this action will be marked as completed with a timestamp and date. Once you refresh the page, completed actions can be seen in "Project History''.
Note: These actions can be fully customized. See the Help Center article for How to Customise Tags and Actions
You can add notes and edit the start time once you have completed an action by clicking on the pencil icon
Ensure that you click the icon once you have updated this.
Once you have completed all of the actions within a stage you can go to the next stage and click on "Update Stage".
Once you refresh the page this will also be shown in "Project History".
The updated stage will also be reflected in the list of projects in the main Project Page.