Managing complex projects with multiple approval processes can be challenging. Do you wish there was a better way to visualize and track Milestones in the same process phase? 

Utilizing Stage Gates within your Milestone process can help address this issue and streamline your organization's project management.

What are Stage Gates?

Stage Gates are groups of Milestones in the same process phase. They help you visualize complex approval sequences and track projects at a high level rather than relying on individual Milestones, making it easier to track and manage multiple approval processes simultaneously.

Why Stage Gates Matter

Improved Visualization & Tracking

Stage Gates create a clear visual representation of your project's phases, allowing team members to quickly understand where a project stands in the overall approval process. Instead of monitoring individual Milestones, Stage Gates enable you to track progress at a higher level, giving you a bird's-eye view of your project's status.

Streamlining Complex Processes

Imagine a scenario where multiple Milestones occur simultaneously in the first step of your project. Without Stage Gates, you'd need to filter for each Milestone individually to find projects in this initial phase. Stage Gates simplify this by allowing you to apply a single filter, saving time and reducing complexity.

Automatic Status Updates

One of the most exciting aspects of Stage Gates is their ability to automatically transition between statuses as Milestones are approved or unapproved. This feature ensures that your project status is always up-to-date, reducing manual work and potential errors.

Customization for Your Needs

Stage Gates are highly customizable, allowing you to tailor them to your specific project requirements. You can name each Stage Gate, provide descriptions, determine their order, and map particular Milestones to each Stage Gate.

Enhancing Visibility and Control

By adding a Stage Gate column to your Item Lists, you gain instant visibility into the current active stage of each project. This at-a-glance information empowers project managers and team members to assess progress and identify bottlenecks quickly. Additionally, it's easier to communicate project status to stakeholders, as they can quickly see which stage a project is in without delving into specific Milestones.

By providing a more structured, visual, and efficient way to manage complex approval processes, Stage Gates enable organizations to streamline their workflows, improve communication, and ultimately deliver projects more effectively. Stage Gates could be the solution you've been looking for to bring clarity and control to your project management process.

Remember: You MUST have the Milestones Module enabled to utilize Stage Gates.