Active Project Dashboard

How do I Change the Stage of my Active Project in the Pipeline?

How do I Change the Stage of my Active Project in the Pipeline?

To change a project's stage, simply drag-and-drop the project card into a new column on the Pipeline view, or update the status directly via the Project Overview page.

You have 2 different options for changing the stage of a Project:

  • Easy drag-and-drop on the Project Pipelines
  • Change the Stage on the Project Overview page

Easily Drag and Drop

The easiest way to change the Stage of your project is to simply drag-and-drop the project on the project pipeline view to which ever Stage you want. To drag-and-drop, simply select and hold-down your cursor on your mouse and move the project to the Stage column.

Untitled Project

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Change the Stage on the Property Overview page

The other option is to change the stage directly from the Property Overview page.

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