Stage 📒
Stage is for tracking intermediate steps or progress of the task. If you want more flexible way for milestone tracking, consider using Todo module instead of stages. This requires MasterData Permission.
When to use stages
Stages are best suited to track progress of short duration tasks like GST return filling.
Adding Stage to Service master
To start using stages, you must first create them in the Service Master:
1.Go to Service List.
2.Open the Service View.
3.Navigate to the Stage Master tab.
4.Click on the Add button to create new stages.
In service master there are 2 configurations for better control
- Allow marking a task as completed even though there can be some stages which are incomplete
- Allow stage to be marked as complete in any order.
Mark Stage as Complete
To complete the stage go to the task view and click on complete button against the stage. A user will need stage permission to mark the stage as complete.
Mark Stage as Incomplete
To mark a stage as incomplete:
1.Go to the Task View.
2.Click on the Complete button next to the stage to toggle it back to incomplete.
Important Rules:
1.The user must have the Stage permission to mark a stage as incomplete.
2.A stage cannot be marked as incomplete if the Task status is marked as Completed.
3.A user can only mark a stage as incomplete within 24 hours of marking it complete.
4.Users with Admin permission can mark a stage as incomplete at any time, regardless of the 24-hour window.