Create Project Phases

You can create phases to customize how you track projects. Associate a color with each phase to align with your organization's branding guidelines.

To create a project phase:

  1. Log into your account.
  2. At the top right corner of your screen, click the Gear Wheel > Statuses and Phases.
  3. On the Statuses/Phases dashboard, click Project Phase.
  4. On the right column of the Manage Project Phases dialog box, click Add .
  5. In the Add Phase dialog box, specify the following information:
    OptionDescription
    Name Specify a phase name.
    Code This field auto-populates with information from the Name field.
    Color Click the box to select a color.
    Status Groups Select a status group.
  6. Click Save.