Move a project through your stages

Stages show where every deal stands, from Inquiry all the way to Completed.

2 min read · Updated October 2026

Step 1: Open a project

Click any project in your list or board.

Step 2: Change the stage

Use the stage picker at the top of the project, or drag the card on the board.

Step 3: Let automations help

On Pro, automations can move stages, send emails and add tasks for you.

Tip: Moving a project to Completed archives it, so your list stays focused on active deals.
Open Peach Collab Studio
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