Stages

Group a project's tasks into stages, decide which stages clients see, and track progress stage by stage.

Stages split a project into phases, such as Kickoff, Discovery, and Launch. Every task belongs to a stage, and clients follow the project’s progress stage by stage in their portal.

How stages work

• A stage has a name, an icon, a status, and a Show in client portal setting.
• A stage’s status is Planned, Active, Completed, or Archived.
• Clients only see a stage, and the tasks in it, when the stage is shown in the portal and is Active or Completed. Planned and archived stages stay internal.
• The summary under the project name shows which stage the project is in and how far along it is.

How to add a stage

1. Open the project’s Tasks tab and click Add stage.
2. Choose an Icon, enter a Name, and pick a Status.
3. Turn on Show in client portal if clients should see it.
4. Save. The stage appears at the end of the list.

To rename a stage quickly, double-click its name.

How to manage a stage

Owners and Admins, and Members in the projects they’re a member of, can open a stage’s menu to:

• Edit stage to change its name, icon, status, or portal visibility.
• Duplicate stage to copy it with its tasks.
• Show to clients or Hide from clients.
• Archive stage to retire it without deleting its tasks, or Restore stage to bring it back. Turn on Show archived in the display options to see archived items.
• Delete stage. Only Owners and Admins can delete a stage.
• Move up or Move down to change the order.

Adding tasks to a stage

• Click Add task inside the stage, or click New task and pick the stage.
• To move a task, change its Stage when you edit it.

See Tasks for everything about creating and completing tasks.