Project Stages

Overview

Project stages can help you track work progress across all of your projects according to your own custom workflow. Assigning a stage to your project will give it a colored marker you can reference from within the My Projects page.

Overview of the FDA US Sample Project with details on uploads and access.

Projects can also be filtered by stage using the Stage dropdown, which is set to "all" by default.

Create and organize project stages

Project stages can be created, edited, and deleted from My Accounts > [your account] > Preferences.

Overview of project stages including collection, review, and project completion statuses.

Note
Only Account Admins can create project stages, manage stages, and assign a stage to a project.

Create project stage

From the Preferences tab, scroll down to Project Stages.
Click Create a new Stage.
In the Create Stage popup:
1. Stage Name: Type a name for the stage.
2. Click the colored box to choose a stage color.
Press Create.

The new stage will appear at the top of the stack. Use the drag icon drag icon to rearrange the order of stages.

Edit project stage

Delete project stage

Edit project stage

On the same row as the stage, click the pencil icon.
In the Edit Stage popup, adjust fields as needed according to the Create project stage section.
Click Save.

Delete project stage

On the same row as the stage, click the trash icon.
A Delete Stage popup will appear. Click Delete.

Assign or change project stage

Project stages can be assigned or changed from My Projects > [your project] > Project Settings icon Project Settings > Project Info.

Project information form showing fields for project name, stage, and assignee details.

Click Edit Project Information.
In the Project Stage dropdown, select or change the project stage
Click Save Project Information.