Managing task stages

Tasks allow project managers and resources to break down large projects into smaller tasks which can contribute towards the overall progress of the project. Tasks can be added and assigned to the resources working on the project. It is necessary to keep track of the progress on these tasks to ensure that the overall project is progressing well too.

Task stages help resources and project managers update the status of each task and keep everyone working on the project understand where they are with respect to each task.

To view and manage the task stages, go to Project (1) from the left navigation pane and select the Policies & Settings tab (2). Go to the Task Stages tab (3) here. You can view the various stages configured on Keka PSA here. To manage the task stages, click on Manage Stages.

In the Manage Task Stages, click on the + icon next to a stage to add a new stage. Enter the name for the stage and click on the Add icon to save the new stage. You can also re-order the various tasks stages by clicking on the stage and then dragging it to the desired position. 

You can delete a stage using the Delete icon on the task stage card from this window. 

That's all about managing task stages. More questions? Talk to our product experts today!