How do I set up project phases?

Project phases let you split a Project into stages — like Design, Implementation, and Launch — and assign Positions to each. This shows you how to create and manage them.

Written By Lauri Eurén

Last updated 1 day ago

Add a phase

  1. Open the Project on the timeline.

  2. In the project overview bar, click + Phase.

  3. Enter a phase name and set its start date.

Manage a phase

  • Assign Positions to it. Use the Add button inside a phase to add Positions, so it's clear who works on which stage.

  • Edit its details. Click the pencil icon next to the phase name to open the edit panel. A phase has a start and end date, an optional description, and a color for the timeline.

  • Delete it. Open the edit panel and click Delete.

  • Collapse or expand it. Click the arrow next to the phase name to switch between the detailed view, with Positions visible, and a collapsed bar for a high-level overview.

    Collapsed phases for high-level overview

Keep whole-project work in No Phase

Leave Positions that aren't tied to one stage — like a strategist or analyst — in the No Phase section. They apply across the whole Project rather than to a single phase.

See time by phase

Time follows the Position, so any hours logged on a Position assigned to a phase count toward that phase automatically. To view it:

  1. Open the Project's Time Tracking tab.

  2. Click Display.

  3. Turn on the Phase column.

For the full walkthrough, including how overlapping phases appear on the timesheet, see Track time against a project phase.

Tips

  • Use phases for project stages, such as Design, Implementation, and Launch.

  • Keep roles that span the whole project, such as a strategist or analyst, in No Phase.

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