Clearmargin
GuidesSchedule & Calendar

Manage Project Pipeline

Use the kanban board to track project stages.

Use the kanban board to track project stages.

Steps

  1. Go to the Pipeline view (/dashboard/schedule?tab=pipeline).
  2. Drag projects between pipeline stages to update their status.
  3. Configure pipeline stages in Settings > Pipeline (/dashboard/settings/pipeline-stages).
  4. Add, reorder, rename, and color-code stages as needed.

On this page