how to manage project stages

This article explains how to configure stages for a project type and how to edit existing stage configurations.

how to configure stages for a project type

Follow these steps to configure the stages for a Project Type.

1. After accessing Neostella, click the grid icon and select the Control Center workspace.
2. Navigate to  Process Studio > Stages. The PROJECTS tab is selected by default.
3. In the list, locate the item to edit and click its name. The Project Stages side panel is displayed.
4. Click +STAGE to add a new stage and enter the Stage Name. Repeat as needed for all required stages.
5. To rearrange stages, drag and drop the icon  into the desired order.
6. To delete an stage click the delete icon .
7. Once the stages are properly configured, click SAVE. A success message is displayed.

how to edit configured stages for a project type

Follow these steps to configure the stages for a Project Type.

1. After accessing Neostella, click the grid icon and select the Control Center workspace.
2. Navigate to  Process Studio > Stages. The PROJECTS tab is selected by default.
3. In the list, locate the item to edit and click its name. The Project Stages side panel is displayed.
4. Click a stage name to edit it and then enter the new Stage Name. Repeat as needed for all required stages.
5. Click +STAGE to add a new stage and enter the Stage Name. Repeat as needed for all required stages.
6. To rearrange stages, drag and drop the icon  into the desired order.
7. To delete an stage click the delete icon .
8. Click SAVE to apply the changes. A success message is displayed.