Project phases in the action list
Dividing a project into clear phases can make even complex tasks feel manageable while creating an efficient workflow. Each phase acts as a stepping stone, guiding you from planning to completion with focused, organized steps.
Please note that project phases differ from project stages. Phases refer to specific actions within your project, while stages represent milestones at the project level.
To enable project phases in your project, they must first be created in the system. This action requires sufficient rights, so please contact your system administrator if you need any new phases added.
To create a project phase:
1. Go to the Action Lists module. Click the submenu arrow. Select Project Phases.
2. Click the Create new button.
3. Enter a title for your project phases list, then click the Add Phase button to include each phase.
To set up project phases in your action list:
- Open the Action Lists document in Edit Mode.
- Navigate to the Settings tab and select Phase List from the submenu.
- Click Save & View and go to view mode.
- In the Actions section, Add action or click on existing one.
- Click the three ellipses next to the action and select Convert to Project Phase.
- Choose the desired phase. The action will be highlighted to visually indicate the phase.
- You can set a unique plan start date and due date for your phase, which will be different from the start and due dates assigned to your subactions. This allows you to manage timelines for your phase separately.
- To display the phase summary in your Action List header, go back to Edit Mode. Under the Project Definition tab, scroll down. Ensure that the Project Phases field is enabled to view the summary.
- If you need to convert the phase back to a regular action, select your action, click the ellipsis, and choose Convert to Regular Action.
- You can also display the status of your phases in the document list. Simply hover over the upper-right corner, click the settings gear, and enable the "Project Phases" option.
