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Change Pipeline Stage on Projects Page

  • June 18, 2024
  • 7 replies
  • 34 views

Angela Laine

I would really like to be able to update a Project’s stage without having to go into every single project, change the stage, then back out and back to the top of the page. 

I think a drop down box on the Project Stage portion of that page would make things a lot easier, at least for us.

Best answer by Monica R

Try hovering over the name of a project and it should show up on the left! 

To caveat that, the option will only appear to projects that you are a part of and are in your pipeline (not your team member’s pipelines).

7 replies

Monica R
HoneyBook Community Team
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  • HoneyBook Community Team
  • June 18, 2024

Hey @Angela Laine! Thanks for posting. 

You can actually do this by selecting the project on the main projects page and selecting “move stage”. 


Let me know if you have any other questions!

Cheers,​​​​​​​

Monica


Angela Laine
  • Author
  • Newcomer
  • June 18, 2024

Oh! That will be super helpful,  I don’t have the bulk action check boxes though?? 

 


Monica R
HoneyBook Community Team
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  • HoneyBook Community Team
  • Answer
  • June 18, 2024

Try hovering over the name of a project and it should show up on the left! 

To caveat that, the option will only appear to projects that you are a part of and are in your pipeline (not your team member’s pipelines).


Angela Laine
  • Author
  • Newcomer
  • June 18, 2024

It does not. The screenshot doesn’t show my cursor (blue dot) but the only thing that changes when I hover is the “send file” showing up.

 


Angela Laine
  • Author
  • Newcomer
  • June 18, 2024

Oh dang, I missed the caveat. 

It works from my boss’s account. Thank you!!!


  • June 18, 2024

Just to continue the conversation, this is also where you can make other bulk updates, like managing project tags or archive projects! 


Alpha-Lit - Twin Cities

Why is the Pipeline stage now gone when showing all Active Projects?

 

This seriously just affected doing my job today. It shows when the project was moved, but not the stage it is in, MAKE THIS MAKE SENSE, PLEASE.