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Currently, there is no ability to keep records of the Project stages like the current stage, pending stages, or completed stages, in the Portal. These records are managed in the spreadsheet for now, which is quite hectic work.
This issue impacts the following stakeholders : Project Manager.
Expected behavior
A section must be provided in the CRM->Projects List->Project Details page from where the Project Manager can add stages of the project.
The Project Manager can enter details like, the stage name, any related comments and mark the status as completed, as required.
He or she should also be able to see the start date and end date of each stage for the record.
A checkbox must also be included to mark the current status of the stage, completed/pending.
The Project Manager should also be provided with the ability to remove or update the stage details.
The text was updated successfully, but these errors were encountered:
Describe the task
Expected behavior
CRM->Projects List->Project Details
page from where the Project Manager can add stages of the project.stage name
, any relatedcomments
and mark thestatus
as completed, as required.start date
andend date
of each stage for the record.completed/pending
.The text was updated successfully, but these errors were encountered: