Phases are a crucial aspect of Project Management, allowing you to break down your project into distinct stages, and make it easier to track progress, manage tasks, and ensure everything happens on schedule.
You can customise Phases to suit the needs of your project, and add as many as you like! For example, in a design project, Phases might include 'Concept Design', 'Design Development', and 'Quoting and Procurement'.
Creating a Phase within your Task
Click into an existing task or when creating a new task, and click on 'Select Phase'
Select an existing Phase from the dropdown menu, or click '+ Add Phase'.
If you're adding a new Phase, give it a name and a timeframe by selecting your date range from the dropdown calendar
Click 'Confirm' to save your changes, and select your newly created Phase from the menu.
Creating a Phase from your Project settings
Head into your Project's settings in the top-right corner of your screen, and click '+ Add Phase'
Give it a name and a timeframe by selecting your date range from the dropdown calendar
Click 'Confirm' to save your changes, and select your newly created Phase from the menu.
How to edit or delete a Phase
You can edit or delete your Phases by heading to the menu in the top-right corner of your Project Management tab:
From there, you can click on the 3 dot menu next to each Phase to find these options:
Note: Once a Phase has been deleted, this action cannot be undone.
By following these steps, you can efficiently create and manage Phases, ensuring that your project is organised, and all team members are aligned on stages and timelines.