PROJECTS: Project Phases

What is a Phase?

A Phase represents a collection of related Tasks that together comprise your Project. By organizing Tasks into Phases, you can divide larger Projects into manageable segments that are easier to monitor and complete. You can freely add Tasks to or remove them from a Phase at any time.

Creating a New Phase

To set up a Phase:

1. Go to Projects > Projects
2. Select the Project where you want to add the Phase
3. Click the Phases tab in the top navigation
4. Click Add Phase

A form will appear on the right side of your screen.

Configuring Your Phase

Complete the following fields in the form:

• Phase Name (required)
• Status (required)
• Description (optional)
• Start Date (optional)
• Due Date (optional)

The Due Date you assign to a Phase serves as a target completion goal and does not automatically change the Due Dates of individual Tasks within that Phase.

You may also enable automatic Status updates when the Phase reaches completion or when all associated Tasks are finished.

Managing Your Phase

Once created, use the Options menu to manage your Phase. The available actions include:

View

Quickly review Phase details, including assigned Tasks and Due Date, in the right-side pane.

Edit

Modify Phase settings such as the title, description, and Due Date.

Manage Tasks

Add or remove Tasks from the Phase by checking and unchecking items in the task grid that appears in the right-side pane.

Manage Automations

Set up no-code Automations that trigger when this Phase reaches Complete status.

CLICK HERE to learn more about creating Automations

Delete

Permanently remove the Phase from Unificus. This action cannot be reversed.