WindoorERP Documentation 19.0
9- Setup the Technical Office and Site Surveys
Step 3/13

Shape how a contract runs

Set project stages and roles

Why this step

A fenestration contract is not one task: it is a survey, a submittal, an approval, a release, a delivery and a handover, usually per floor or per elevation. Set the stages and the roles once, here.

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What this does

Configures core project structures including multi-tier project stages, task workflow pipelines, project team roles (e.g. Lead Architect, QA Inspector), automated activity plans, and global settings.

Before you start

  • System Administrator or Project Director privileges.

Steps

Project stages configuration list defining master contract milestone sequences

Project stages kanban overview showing stage ordering and automation hooks

Project stage configuration editor with fold settings and customer portal visibility

Task stages configuration list showing progression order across departments

Task stages kanban visualizer displaying configured columns

Task stage configuration editor with automated email templates

Project roles catalog defining responsibilities and access scopes

Project roles kanban cards representing functional disciplines

Activity plans list view for automated project onboarding sequences

Activity plans kanban view organizing task sequences by project scale

Activity types catalog defining calls, meetings, sample reviews, and deadlines

Activity types kanban view showing visual icons and default next actions

Activity type configuration form with chaining triggers and reminder offsets

Project tags taxonomy list for organizing architectural project types

Project module general settings with timesheet controls and sub-task configurations

Important

Enabling Task Dependencies prevents site installation tasks from being scheduled before shop drawing consultant approval is logged.

  1. 01
    Go to Project › Configuration › Project Stages and Task Stages to customize stage pipelines.
  2. 02
    Navigate to Project Roles to define team assignments (Structural Engineer, Site Surveyor, Foreman).
  3. 03
    Open Activity Plans and Activity Types to standardize automated onboarding activities for new project contracts.
  4. 04
    Navigate to Tags and Settings to configure timesheet validation rules and task dependency constraints.

Common mistakes

  • Deleting active task stages with in-progress tasks assigned to them.
  • Leaving project stages without automated status change email alerts to clients.

Checkpoint

A new project opens on your own stages, with the roles your contracts actually use.