Configure Task & Bug Stages
Define custom progress stages for tasks and bugs — enabling clear status tracking, team accountability, and automated completion logic.
🔐 Access Control
- Only Admin users or staff with system setup permissions can configure stages
- From the Dashboard, use the side menu to navigate: Projects → System Setup
🧭 Step-by-Step: Configure Task Stages
Task stages define the lifecycle of a project task — from planning to completion.
1️⃣ Access Task Stage Setup
- Go to Projects → System Setup → Task Stage
2️⃣ Review Default Stages
- The system includes default stages like:
Todo(grey)In Progress(blue)Review(green)Done(green)
3️⃣ Customise Stage Names
- Click into any stage name to rename it (e.g.
QA Review,Client Approval) - Use clear, action-oriented labels for operational clarity
4️⃣ Reorder Stages
- Drag and drop rows to change the sequence
- The last stage is treated as completed by the system
5️⃣ Save Changes
- Click Save Changes to apply updates
- All active projects and tasks will reflect the new stage logic
🐞 Step-by-Step: Configure Bug Stages
Bug stages define the lifecycle of a reported issue — from triage to resolution.
1️⃣ Access Bug Stage Setup
- Go to Projects → System Setup → Bug Stage
2️⃣ Review Default Stages
- The system includes default stages like:
Unconfirmed(grey)Confirmed(purple)In Progress(teal)Resolved(green)Verified(black)
3️⃣ Customise Stage Names
- Click into any stage name to rename it (e.g.
Client Reported,Dev Fixed,QA Passed) - Use sector-fit labels for internal or client-facing workflows
4️⃣ Reorder Stages
- Drag and drop rows to change the sequence
- The last stage is treated as completed by the system
5️⃣ Save Changes
- Click Save Changes to apply updates
- All active bugs will reflect the new stage logic
✅ Best Practices
- Use consistent naming across task and bug stages for clarity
- Keep stages action-based (e.g.
Waiting for Review,Ready to Deploy) - Limit the number of stages to avoid confusion
- Align stage colours with urgency or status (e.g. grey for backlog, green for done)
- Review stage setup quarterly to reflect evolving workflows
