Configuring Stages

Within the Proposals & Projects tab you can easily see your Project Stages at a glance in a kanban view. To set your project stages up:

1. Click on the blue 'Configure Stages' button
   
2. This will open a window where you can add stages, click on the '+ Add Stage' button
   
3. In the box, enter the name of the stage you want to add - for example, Deposit, First Fix, Second Fix or Complete
   
4. Repeat the last step until you have all of the stages you require
   
5. Beside the boxes, there is a check box where you can mark at what stage your project is complete
6. Click save and all of your stages will appear.
   

1. When you add your first project, you can then drag and drop it into the correct stage 
   
2. This helps you easily see at a glance what projects you have on and at what stage.
   

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