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Phases and Tasks

Phases and tasks give a project structure. Open a project and click the Phases & Tasks tab. Phases are the major stages of the job; tasks are the work inside each phase.

Phases & Tasks: add phases with the Add Phase control, then track the tasks inside each phase with priorities, assignees, and progress.

The Phases & Tasks tab of a project, with tasks grouped under phases and an Add Phase button

Add a phase

Section titled “Add a phase”

  1. Open Phases & Tasks. Open the project and click the Phases & Tasks tab.

  2. Name the phase. Type a name in the Add new phase... field and click Add Phase.

A phase has its own status -- Pending, In Progress, or Completed -- which you set from the phase header.

Add a task

Section titled “Add a task”

Each phase has an Add task... field. Type a task name and press Enter or click the add button. New tasks start in the To Do status.

Tasks have:

  • Status -- To Do, In Progress, or Done. Click the status dot on a task to cycle through the three.
  • Priority -- Low, Medium, High, or Urgent.
  • Assignee -- the team member responsible.

Drag tasks within a phase to reorder them.

Filter tasks

Section titled “Filter tasks”

The Filter tasks control narrows the list to:

  • All Tasks -- everything in the project.
  • Overdue -- tasks past their end date that are not done.
  • Unassigned -- tasks with no assignee.

Schedule a task

Section titled “Schedule a task”

Click a task to open the Edit Task dialog. There you set:

  • Start Date and Duration (days) -- BuildWorkPro counts workdays and skips weekends to compute the end date.
  • End Date -- set directly, or let the duration calculate it.
  • Assignee and Priority.

These dates drive the Gantt chart.

Checklists and dependencies

Section titled “Checklists and dependencies”

The Edit Task dialog also holds two ways to add detail:

  • Checklist -- break a task into smaller items. Type in Add a checklist item... and check items off as you go.
  • Dependencies -- under This task depends on:, link the tasks that must finish first. BuildWorkPro highlights the project's critical path from these links.

What's next

Section titled “What's next”