You can edit the default Project options and add your own stages and types.
Work process requires the Service Management add-on and is available to users with the Administrator or Project/Service admin role.
This article covers:
How to customise Project stages
- Click Settings → Project → Work process:
- Click an existing stage to edit the name, colour, or category, then tick the box to save:
- Click Add to create a new stage:
How to customise Project types
You can click to add or merge Project types:
Click an existing Project type to edit its name and stages.
In the Select stages step, tick the stages the type uses. Click and drag the selected stages to set their order: the stage at the top is the first stage for this type, followed by the other selected stages.
A board view automatically includes the stages you select: