Completing a Template Record Stage

When custom modules are created an enabled in the account, they will be listed in all users' main dashboard assignment status chart. If they are assigned as a project or stage assignee of a record in that module, they will see the assignments in this chart. 

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Clicking on the bar in the chart will drill down the data table to start the assignments. Clicking on the Key ID of the item will open it. 

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The record will open with the details listed at the top and then the open stage that the user needs to complete.

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Once the stage is filled in, the user will need to send the stage off for approval and transition the record to the next stage.

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Enlarged view