Team and projects
How do I set up project stages for site work?
Organize turnkey site projects into custom execution stages and assign supervisor tasks across a visual Kanban board.
Step-by-step instructions
- 1Open Projects from the sidebar and select your project.
- 2Click the Tasks tab and tap Manage stages on the toolbar.
- 3Tap Add stage, type the Stage name (such as Measurement, Design, Approval, Execution, Handover) and tap Save. Repeat for each stage.
- 4Switch to the Board view to see your stages arranged as visual Kanban columns.
- 5To assign work to a site supervisor, go to Team → Add person, then return to Tasks and tap Add task.
Good to know
- Drag task cards between columns on the board to move them to the next stage.
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