Managing Task Stages

Tasks enable project managers and team members to decompose large projects into manageable components, facilitating incremental progress. Each task can be assigned to specific resources, who are responsible for its completion. Monitoring the progress of these tasks is crucial to ensure that the entire project is on track and advancing as planned.

Task stages play a vital role in helping both resources and project managers update and communicate the status of each task. This ensures that everyone involved in the project is aware of where they stand regarding their responsibilities and contributions.

To access and manage the task stages, navigate to the Project section (1) in the left navigation pane. Then, select the Policies & Settings tab (2) and click on the Task Stages tab (3). Here, you will find the various stages that have been configured in Keka PSA. To make any changes to these task stages, simply click on the Manage Stages option.

Within the Manage Task Stages section, you can easily add a new stage by clicking the + icon located next to an existing stage. After entering the desired name for the new stage, click the Add icon to save your changes. Additionally, you can rearrange the task stages by selecting a stage and dragging it to your preferred position.

To remove a stage, simply click the Delete icon located on the corresponding task stage card within this window.

For more information on improving task management and managing billing visibility for resources, please click here: Enhanced Task Management: Hiding Billing Status for Resources

If you have any further questions or need assistance, feel free to reach out to our product experts for guidance!