Project phases
Group project tasks into clear stages for your team and customers.
Where to find it: Settings → Templates → Project templates Who can access it: Admins only
Group a project's tasks into phases. Your team and customers can then see the project's current stage at a glance.
What it is
Phases split a project's task list into stages. Each task appears under its assigned phase, rather than in one long list.
You configure phases on a project template. Every project launched from that template uses the same grouping. Shared projects show the same phases in Shared Space.
How phases work
A task custom field defines the phases. Create this field from the project template editor, using Create new task custom field. This gives the field the required subtype for phases. Do not create it in Settings → Fields.
Each field value maps to one phase. A task appears in the phase matching its selected value.
For example, create a field named School start with these values:
Planning
Preparation
First week
Create a phase for each value. A task set to Preparation appears in that phase. Tasks without a matching value appear under No phase.
Set up a phase project
Go to Settings → Templates and create a project template.
Scroll to Project phases in the template editor and select Convert to phase project.
Create the phase field. Select Create new task custom field, name it, and add one value per phase. You can also select an existing task custom field.
Select Add phase. Enter a Phase title and select its Phase matching value. Repeat for each phase.
Create the template tasks. Open each task and select its phase value.
Save the template.
To remove phases from a template, select Revert to normal view.
Launch a project
Launch the project from the template as usual. Its task list is grouped by phase.
The project details show the selected field under Default task phase field. Customers see the same phases when you share the project in Shared Space.
Customize the phase view
Converting a template creates a view named [Template name] phase view. Find it at Settings → Views → Project view → Project tasks → Alternative sections.
The view includes these tabs:
All tasks by phase
Open tasks by phase
Board view
Open tasks
Completed tasks
Open the view to edit its tabs. Use Edit the criteria for when this view is visible to control which projects use it.
Troubleshooting
Tasks appear under No phase
The task has no phase value, or its value does not match a configured phase. Set the field on the task, or add a phase for that value.
The project is not grouped by phase
Phases apply only to projects launched after the template was converted. Earlier projects keep the normal task list. Confirm that the project came from the converted template.
Related pages
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