Phases and Tasks
Phases and tasks give your projects structure. They break down complex jobs into manageable pieces that your team can execute and track.
Phases
Section titled “Phases”Phases represent major stages of your project. For an electrical subcontractor, phases might be:
- Rough-In
- Inspection
- Trim-Out
- Final / Punch List
To add a phase, open your project, go to the Phases tab, and click Add Phase. Set a name, start date, and end date. Drag phases to reorder them.
Tasks live inside phases and represent individual work items.
- Name — What needs to be done.
- Assignee — The team member responsible.
- Due date — When it should be finished.
- Status — To Do, In Progress, or Complete.
- Priority — Low, Medium, High, or Urgent.
Subtasks
Section titled “Subtasks”For granular tracking, add subtasks under any task. Subtasks have their own status and assignee. The parent task shows a completion count like “3 of 5 subtasks done.”
Dependencies
Section titled “Dependencies”Link tasks that depend on each other. If “Run Conduit” must finish before “Pull Wire” can start, set a dependency. Dependent tasks show a warning if their predecessor is not complete. Dependencies also appear on the Gantt chart as connector lines between bars.