Project Phases

Key Features

• Add phases
  Create phases that represent stages of your project (e.g., Design, Implementation, Launch).

• Custom names and start dates
  Each phase can be named and scheduled independently to match your project plan.

• Assign positions per phase
  Allocate specific roles (e.g., Designer, Developer, Project Manager) and people to each phase so responsibilities are clear.

• No-phase work
  Assign people to the entire project (outside specific phases) using the No Phase section: ideal for roles that span all phases, such as a strategist or analyst.

• Collapse and expand phases
  Toggle between a detailed view (with roles and allocations visible) and a collapsed, high-level view that shows only the phase blocks on the timeline.

• Visual clarity
  The timeline shows how phases connect, making it easy to see overlaps and transitions.

Collapsed Phases View For High-Level Overview

You can close the phases, and they appear as simplified bars, giving you a clean high-level overview.

When to Use Project Phases

• Planning complex projects with multiple stages

• Clarifying who works when, and in which part of the project

• Presenting a high-level overview of project progress to stakeholders

How to Use Project Phases

Add a new phase

1. Open your project on the timeline.

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

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

Manage phases

• Add positions: Use the + Add button inside a phase to assign more positions.

• Delete a phase: Click the small pin icon next to the phase name in the left-hand sidebar.

• Minimize or expand: Click the arrow icon next to the phase name to toggle between a detailed and a collapsed view.

Tips

• Use phases for project stages (e.g., Design, Implementation, Launch).

• Keep roles that span the entire project (e.g., Strategist, Analyst) in No Phase.