Project stages in Managemate help your condo management team and board keep work organized, focused, and easy to track. Each stage represents the current status of a project and affects how it appears throughout your Workspace.
Project Stage Overview
Planning
Use the Planning stage for projects that are currently being considered or actively prepared.
Examples include:
Reviewing a condition assessment with your reserve fund engineer
Deciding whether to gather quotes
Beginning early preparation conversations with trades or professionals
These are projects that are in sight and on your team’s radar.
Tip: When adding projects from your reserve fund study to Managemate, consider adding them as Not Active to start (see below). When you start material discussion and planning around it, change the status to Planning.
In Progress
Set a project to In Progress when work is actively underway.
This may include:
Coordinating with engineers or project managers
Preparing residents or staff for an upcoming start date
Executing the actual project work
Use this stage to signal that the project is moving forward and requires active attention.
Completed
Mark a project as Completed once all work has finished and no further action is required.
This allows you to maintain a historical record while keeping your active project list tidy.
Not Active (previously Inactive)
Use the Not Active stage for projects that have been discussed but do not require anyone's current attention. These projects are on the radar but require no immediate action.
Key notes:
Not Active projects still appear on your condo’s calendar and in other Managemate activity views (e.g., digest emails).
This stage helps reduce the number of “open” projects so teams aren’t overwhelmed.
The colour for this stage is now grey, making it distinct from critical alerts.
Cancelled
New as of January 19, 2026
Choose the Cancelled stage when a project is no longer moving forward, but you want to preserve its history.
This stage is helpful when:
The board or management team decides not to proceed
You want to keep past notes, quotes, or discussions
You prefer not to delete a project but want to clearly indicate that it will not continue
Cancelled projects remain accessible for reference while clearly marked as non-active.
How Stages Affect Your View
To help you stay focused on active work, the Projects section now filters out Completed, Cancelled, and Not Active projects by default.
Users will initially see only Open projects—those in:
Planning, or
In Progress
You can adjust filters at any time to view all projects or only specific stages.