Configure the Installation app: actions, stages, tags and settings

These actions are the check-grid's columns — they are not the kanban pipeline of the task boards. That is Task Stages, next.

Task Stages are the columns of the My Tasks / All Tasks kanban — ordinary project stages shared across the installation projects, with per-stage fold, colour and an optional automatic email template. Two traps: archiving a stage archives every task sitting in it, and this list also shows users' personal stages, so filter before mass-editing.

Project Tags are free labels for projects and tasks — Villa, Tower Package, Retrofit. A duplicate name is refused with "A tag with the same name already exists."

Installation Tracking is the feature's master switch. On, every internal user gains the feature and the Installation app appears; off, the whole app — menus, item generation, everything — vanishes, and confirming orders creates plain projects with template tasks instead of installation items. The Settings menu opens the general Settings window; scroll to the WinDoor Installation section in its left rail.

Installation Project Template names the project every order-created installation project is copied from — its stages, its Site QC mode and checklists. Decide the template and the order's Create Project toggle before confirming the order: they are meant to stay fixed once a sale is confirmed, and changing them afterwards does not rebuild anything already generated.

Each project chooses its Action Order: Free order lets the crew tick actions as the site allows; Sequential unlocks each action only when the previous required one on the same item is done, refusing with "Sequential mode: finish “…” before “…”." New projects default to free — but the Plan Installation wizard proposes sequential and writes its choice back onto the whole project, changing the rule for every existing work package in it. Decide once per project, deliberately.