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Task Stages
Task Stages are the microlevel task-specific breakdown of steps for different services. You can easily set up stages for tasks to enhance efficiency in your firm.
How to create stages
You can create stages for tasks from your partner dashboard.
1. Login to your partner dashboard and click on task option the left panel.
2. Click on settings icon and from the drop-down click on Add Stages. You will be redirected to the below screen.
3. Select the service for which you want to add stage from the dropdown.
4. If you want the stages to be followed sequentially check the follow sequentially tab. Add stages and click Add Stages.
5. When you have added complete stages, click on submit.
To view Task Stages in a task, click on View Task Stages option .
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