PWT: Reusable Stages
This feature will only be available to Pro, Pro w/ AI, and Enterprise tiers.
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This feature will only be available to Pro, Pro w/ AI, and Enterprise tiers.
Last updated
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Note: This article assumes you've read "Projects in Motion: Regular Projects vs Workflow Projects". If you haven't, we recommend starting there for foundational concepts.
We are proud to launch a powerful new feature to enhance your project creation process, introducing: Reusable Stages.
Previously, Project Workflow Templates (PWTs) could be saved and reused while individual stages within those PWTs could not. With reusable stages, the individual stages in a PWT can now be saved and efficiently utilized across multiple projects.
The addition of reusable stages will help you to maintain consistent stages across multiple PWTs, and streamline your processes to ensure consistency across your Team and organization. This guide will help you understand what to expect during migration and how to optimize your workspace afterward.
Before: Previously, project stages existed only within individual project workflow templates and had no relationship between similarly named stages across other project workflow templates.
Ex: Even though they contain the same information, the 'Design' stage in PWT A has nothing to do with 'Design' stage in PWT B.
After: Now, stages become reusable workspace-level items that can be shared across multiple PWTs, ensuring process consistency and project-creation efficiency.
Ex: Both PWT A and PWT B share the same 'Design' stage. So any change to the Design stage easily applies to both PWT A and B, simplifying your work.
All your existing PWTs will be migrated to this new structure.
Your projects will continue to function exactly as before.
We'll create necessary stage storage in your workspace.
Your existing PWTs will be updated to reference these stages.
Your day-to-day workflow will not be disrupted.
All existing projects and templates will continue to function as expected.
After migration, you may notice duplicate stages in your workspace. While your PWTs will continue to function normally, you might want to clean up these duplicates for better organization.
Identifying duplicate stages in your workspace.
Selecting a main stage version for each set of duplicates.
Updating any PWTs using duplicate stages to reference the main version.
Removing unnecessary duplicate stages.
Consistency: Standardize processes across your organization
Efficiency: Update a stage once to apply changes across all PWTs
Scalability: Create new PWTs faster by reusing existing stages
Governance: Maintain process consistency across teams and projects
To create a reusable stage, follow the instructions below:
Select the specific workspace you would like to create your reusable stage (Note: these stages are workspace-specific).
Select the 'Project Templates' option from atop the workspace settings.
Select '+ Create Stage' from the base of the Project Template page under 'Workspace Stages'.
Edit your reusable stage to meet your needs, and click 'save' to save your reusable stage.
Your created reusable stages will be saved and stored beneath the 'Workspace Stages' section.
To duplicate your reusable stage to another Motion workspace, follow the instructions listed below:
Select the specific workspace your reusable stage was created and saved in.
Select the 'Project Templates' option from atop the workspace settings.
Under 'Workspace Stages' locate the resuable stage you wish to duplicate.
Select the 3 horizontal dots located in the upper right-hand corner of your reusable stage.
Select 'Duplicate' and then select the workspace you wish to transfer this reusable stage.
Q: Will my existing projects be affected? A: No, all your existing projects will continue to function exactly as before.
Q: Do I need to clean up duplicate stages immediately? A: No, cleanup is optional and can be done at your convenience.
Q: What happens to stages currently in progress in active projects? A: Active projects will continue to function normally with no disruption.
Q: What happens if I modify a stage by adding or removing tasks? A: When you save changes to a stage, you'll receive a warning showing you which templates will be affected. These changes will automatically apply to all active projects using those templates where the modified stage hasn't started yet. Projects currently in that stage or that have already completed it won't be affected, ensuring ongoing work isn't disrupted.
Navigate to your Motion account settings .
Navigate to your Motion account settings .