BizAI Logo
Smart CRM User Guide
Browse the user guide

Configure project job types and stages

On this page

Set up a reusable workflow

  1. Open Implementation and select Job types next to Project Pipeline. This control is available to users who can manage implementation workflows.
  2. Select New job type and enter a name that describes the work.
  3. Use Add stage to define the steps that projects of this type should pass through. Set their order to match your handoff process.
  4. Select Save job type.

Try the workflow

Create a test project and select the new job type. Check that the stages appear in the expected order. Use the job type's hide option when you want to take it out of the Create Project list while keeping existing jobs.