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, first you need to create stages in Service Master. Go to Service List > Service View > Stage Master Tab > Click on Add button.
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 incomplete 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 incomplete. Stage is cannot be mark as incomplete if status of the task is completed. User can mark the stage as incomplete within the 24 Hours of marking the stage as complete. User having admin can mark stage as incomplete anytime.