Managing Task Stages

Tasks are key to breaking down large projects into manageable parts, allowing for incremental progress. Assigned resources are responsible for completing each task, and tracking their progress ensures the overall project stays on course. Task stages are essential for updating and communicating task status, keeping both resources and project managers informed about their responsibilities and contributions, ensuring smooth project execution.

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!