How to create a phase

Note

Phases are project-specific and are not shared across the team or workspace.

How to create a phase

1. Navigate to a project and open the task list view or board view.
2. Select Group by phases from the Group by option.
3. The Manage phases button will appear - click it.
4. Create phases by clicking the Add Option button.

Tip

Drag phases to reorder them. Click on a phase name to rename it. Each phase can have a custom color.

Edit a phase

Double-click on the phase name you want to edit, make your changes, and press Enter.

Rename a phase

You can rename a phase using the edit steps above, or:

• Right-click on the phase name in the task list or Kanban view to reveal the three-dot icon.
• Select Rename phase, enter the new name, and press Enter.

Delete a phase

There are two ways to delete a phase:

Option 1 - via Manage phases:

1. Click Manage phases.
2. Hover over the phase you want to delete - a delete icon will appear on the right side of that row.
3. Click the delete icon and confirm the deletion.

Option 2 - via task list or board view:

1. Click the three-dot icon next to the highlighted phase name.
2. Select Delete and confirm the deletion.