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I want to customize the project planning process.
I want to customize the project planning process.
Rebecca McDougall avatar
Written by Rebecca McDougall
Updated over a week ago

A Process is a specific set of stages or steps that a given project will go through. You may have many different processes for things like Content Design, Maintenance, Consultation, etc.
This gives you a flexible way to view your Projects, by toggling between the different Process views.

To customize these Processes, follow these steps:

1. On the main menu, select Settings, then click Configurations, select Projects, and Process.

2. To add a new Process, click Add Process.

3. Give the Process a Name and Description. This is how it will appear when apply the Process to a Project, or viewing your Planning Board.

4. Then you'll be asked to input the first Stage Name, Description and Estimated Completion Time. Repeat this step for all subsequent Stages in the process.

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