Clearmargin

Manage Project Pipeline

Use the kanban board to track project stages.

Steps

  1. 1Go to "Schedule" in the sidebar /dashboard/schedule.
  2. 2Click the "Pipeline" tab to see the kanban board.
  3. 3Drag projects between pipeline stages to update their status.
  4. 4Configure pipeline stages in Settings > Pipeline /dashboard/settings/pipeline-stages.
  5. 5Add, reorder, rename, and color-code stages as needed.

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