# Project Stage

<p class="doc-lead">A Project Stage is a milestone within a project timeline — it tracks who owns the stage, when it starts and ends, and whether it is not started, on going, or completed.</p>

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<p class="doc-toc-title">On this page</p>
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<span class="doc-toc-group-title">Getting started</span>
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<a href="#/project/project-stage?id=overview">Overview &amp; List View</a>
<a href="#/project/project-stage?id=quick-start">Quick Start</a>
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<span class="doc-toc-group-title">Form reference</span>
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<a href="#/project/project-stage?id=header-fields">Header Fields</a>
<a href="#/project/project-stage?id=actions-status">Actions &amp; Status</a>
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<span class="doc-toc-group-title">More</span>
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<a href="#/project/project-stage?id=example">Example</a>
<a href="#/project/project-stage?id=faq">FAQ</a>
<a href="#/project/project-stage?id=related">Related</a>
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<h2 id="overview">Overview &amp; List View</h2>

Go to <b>Project → Project Stage</b>. The list shows stages linked to projects with dates and status.

<b>List columns</b>

| **Column** | **Shows** |
|------------|-----------|
| Id | Stage reference number. |
| Name | Stage name. |
| Project | Parent project. |
| startDate | Stage start date and time. |
| Due Date | Target end date and time. |
| Status | Not started, On Going, or Completed. |

<b>Quick filter tabs</b>

| **Tab** | **Shows** |
|---------|-----------|
| On Going | Stages in progress. |
| Completed | Finished stages. |
| Not Started | Stages not yet started. |

<b>Advanced Filters</b>

Id, Project, Status, Created date.

<b>List row actions</b>

| **Action** | **Available when status is** |
|------------|------------------------------|
| Edit | Not Started, On Going |
| Delete | Not Started, On Going |
| View | Any |

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<h2 id="quick-start">Quick Start</h2>

1. Go to <b>Project → Project Stage</b> and click <b>New</b>.
2. Enter <b>Stage Name</b> and select the <b>Project</b>.
3. Set <b>Start Date</b> and <b>Due Date</b>.
4. Click <b>Save</b>, then <b>Start</b> from the view more menu when work on this stage begins.

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<h2 id="header-fields">Header Fields</h2>

| **Field** | **Required** | **Description** |
|-----------|--------------|-----------------|
| Stage Name | Yes | Name of this stage. |
| Description | No | Notes about the stage. |
| Project | Yes | Project this stage belongs to. |
| Owner | No | Employee responsible for the stage. |
| Stage after | No | Previous stage this one follows in sequence. |
| Start Date | No | Planned or actual start date. |
| Due Date | No | Target completion date. |

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<h2 id="actions-status">Actions &amp; Status</h2>

<b>Toolbar</b>: Edit (Not Started, On Going), Delete (Not Started, On Going), Clone, Print.

<b>More menu</b>

| **Action** | **Available when status is** | **Effect** |
|------------|------------------------------|------------|
| Start | Not Started | Moves to On Going. |
| Complete | On Going | Moves to Completed. |

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<h2 id="example">Example</h2>

A construction project has stages <b>Design</b>, <b>Procurement</b>, and <b>Installation</b>. Each stage is linked to the same project with its own due date. The supervisor starts and completes each stage as that phase finishes.

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<h2 id="faq">FAQ</h2>

<b>How is a Project Stage different from a Project Task?</b><br>
Stages are high-level timeline milestones for a project. Tasks are detailed work items with assignees, materials, and progress tracking. See <a href="#/project/project-task">Project Task</a>.

<b>Can I use stage templates?</b><br>
Yes. Define reusable names in <a href="#/project/project-stage-template">Project Stage Template</a>, then create stages referencing those patterns.

<b>Can I edit stages after the project is Completed?</b><br>
Edit and Delete are available when the stage status is Not Started or On Going. Completed project stages follow the same restriction as the parent project lifecycle.

<b>How do stages relate to project progress?</b><br>
Stages track high-level phase status separately from task progress. Completing all tasks does not auto-complete stages — use <b>Complete</b> on each stage manually.

<b>Can one project have multiple stages with the same name?</b><br>
Yes. Each stage is a separate record on the project. Use due dates and serial order to distinguish phases with similar names.

<b>Are stages required for every project?</b><br>
No. Stages are optional timeline milestones. Task-based scheduling via <a href="#/project/project-task">Project Task</a> works without defining stages.

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<h2 id="related">Related</h2>

<ul>
<li><a href="#/project/projects">Projects</a></li>
<li><a href="#/project/project-stage-template">Project Stage Template</a></li>
<li><a href="#/project/project-task">Project Task</a></li>
</ul>