- Knowledge Base
- Project Management Stages
- Project Management Stages Configuration
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FAQ - Frequently Asked Questions
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Getting Started
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GTR Video Library
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CRM Integration
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Apple Developer
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New Features
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XTRM
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Referral & Product Management
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Advocator Payouts & Wallet
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Advocates
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Sales Rep & Sales Managers
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Email & Messaging Management
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Editing Referral Landing Page - Share Link Design
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How to Engage with Push Notifications for Project Stages
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Advocator Dashboard Administration
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Customizing your App Dashboard
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Referrals
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Document Management
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Project Management Stages
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Product Management
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Messaging Tab
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Review Portal
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Generate your own QR Code
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GTR Support
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Advocator Wallet
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GTR Payments
Editing Project Management Stages
To view the full Document of Project Management Stages, Click here
Editing Project Management Stages
Location: Settings > Project Management Stage
Establishing these milestones can be set by clicking on the edit pencil under the Action Header. The Label titles are customer facing.
9 stages is the maximum amount but if you’d like to use less, you can click ‘Active’ to make a stage inactive.
If your package allows multiple projects, you can click on ‘View Projects’ to title each tracker
i.e Solar Project, Windows Project etc
Color Settings for App
If you want to modify the way the Project Stage colors work to match your brand coloring, you can easily do that by pressing the “Color Settings” green button located on the Project Management Dashboard.