The Project Reminders / Tasks / Stages feature allows you to track various tasks, approvals, or progress stages related to an entire project. It’s useful for maintaining internal workflows, setting reminders, and monitoring project-level activities.

Adding or Editing Project Reminders / Tasks / Stages

To add or update project-level tasks or reminders:

1. Navigate to Manage Projects > Manage Projects.
2. In the project list, click on the Dashboard button for the desired project.
3. Scroll down to the Project Reminders / Tasks / Stages section.
4. Click +Add Reminder / Task / Stage to add a new entry.
5. To edit an existing record, click Edit next to the respective entry.

Downloading Project Reminders / Tasks / Stages

To view or download all reminders, tasks, or stages:

1. Navigate to Manage Projects > View Project Reminders / Stages.
2. Apply filters as needed to view specific records.
3. Click on Download Excel Report to export the data.