Phases

A phase is a stage of your project — for example Foundation, Structure, or Fit-out. Phases are optional, but they let you group and filter issues by the part of the project they belong to.

Required role:

• Viewing phases: any project member.
• Creating, editing, deleting, and reordering phases: Project Manager or Organization Admin.

Add a phase

1. Open the project's Phases area (usually under Settings).
2. Select New Phase (or Add phase).
3. Enter a Name.
4. Save.

Result: the phase is available to assign to issues. When creating or editing an issue, you can set its Phase — see Create an issue.

Reorder phases

Phases appear in a defined order (typically the sequence of the project). To change it, reorder them in the Phases area.

Result: the new order is reflected wherever phases are listed and filtered.

Edit or delete a phase

1. Open the phase in the Phases area.
2. Rename it, or delete it.

Result: the change applies across the project. Deleting a phase removes it as an option but doesn't delete the issues that used it.

tip

Once you have phases, you can filter the issue list by phase to focus on one stage of the project at a time. See Assign and track issues.