Managing Task Stages

Overview

In this guide, you will learn:

• How to access and manage task stages in Keka PSA.

• How to add, rename, reorder, or delete task stages for efficient project tracking.

• How task stages help maintain clarity and accountability in project execution.

Accessing Task Stages

1. Navigate to the Project section from the left navigation pane.

2. Select the Policies & Settings tab.

3. Go to Project tab. 

4. Click on the Task Stages tab.

5. You’ll see the list of task stages that are currently configured in Keka PSA.

6. To make changes, click on Manage Stages.
   
   

Adding a New Task Stage

1. Within the Manage Task Stages section, click the + icon located next to an existing stage.

2. Enter the desired name for the new task stage.

3. Click the Add icon to save the new stage.
   
   

Adding new stages helps tailor task progress tracking to your project’s workflow, ensuring that each phase of work is clearly defined.

Rearranging Task Stages

1. To change the order of task stages, click and drag the stage card to your preferred position.

2. Drop it in the desired order to update the sequence.
   
   

This allows you to maintain logical progress flow — for example, from Not Started → In Progress → Completed.

Deleting a Task Stage

1. To remove a stage, locate the stage card within the Manage Task Stages window.

2. Click the Delete icon next to the corresponding stage.
   
   

Once deleted, the stage will be removed from the workflow for all future tasks.

By efficiently managing task stages, project managers can keep tasks structured, ensure smooth collaboration, and maintain clear communication about project progress.