Setting up your project basics
Start by defining your project's status and timeframe to give your team visibility into where things stand.
To access your project settings:
Click the Project Board icon in the top-right corner of your screen
In this panel, you can set your project's Status, Timeframe, Assignees, and Phases
To add a status:
Click the Status field
Select your desired status from the dropdown menu (your selection saves automatically)
To set your timeframe:
Click the date field
Select either a single date or a start and end date range
Click outside the calendar to close—your selection saves automatically
Understanding phases
Phases break your project into distinct stages, making it easier to track progress, manage tasks, and keep everything on schedule. You can customize phases to suit your project's needs and add as many as you like.
For example, a design project might include phases like "Concept Design," "Design Development," and "Quoting and Procurement."
Creating phases from a task
Click into an existing task or create a new task
Click Select Phase
Choose an existing phase from the dropdown, or click + Add Phase
If adding a new phase:
Give it a name
Set a timeframe by selecting your date range from the calendar
Click Confirm to save
Select your newly created phase from the menu
Creating phases from project settings
Open your Project Management settings by clicking the menu in the top-right corner
Click + Add Phase
Enter a name for your phase
Set a timeframe by selecting your date range from the calendar
Click Confirm to save your changes
Editing or deleting phases
Open the menu in the top-right corner of your Project Management tab
Click the 3-dot menu next to the phase you want to modify
Select Edit to change the phase name or timeframe, or Delete to remove it
Warning: Once a phase has been deleted, this action cannot be undone