Phases & templates

Phases divide a project into ordered stages. Phase templates let providers reuse that structure when creating later projects. They do not copy an entire project.

Before you begin

You must be a provider admin or provider team member, and the project must be active in a writable workspace. Clients can see accessible shared work within phases but cannot manage the phase structure.

Add and organize phases

1. Open the project and choose Manage phases.
2. Enter New phase name and select Add phase.
3. To rename a phase, change its name and select Save phase name.
4. Use the phase’s Move [name] up or Move [name] down control to set the order.
5. Return to the project and review the grouping in the timeline or task list.

Adding or reordering phases changes the delivery structure; it does not automatically change task dates or dependency relationships.

Move work before deleting a phase

A phase containing tasks cannot be deleted. Open each task, choose Edit task, select a different Phase, and Save task. Return to Manage phases and remove the now-empty phase with its delete control.

If deletion is blocked, check for tasks still assigned to it, including work visible only to the provider. Phase removal is not a way to delete its tasks.

Save a phase template

1. In Manage phases, find Reuse this delivery structure.
2. Enter Template name.
3. Select Save template.
4. When creating a new project in that workspace, choose it in Phase template.

The template copies the ordered phase names. It does not copy tasks, task dates, comments, files, or client information. You still create and assign the new project’s work.

Templates are provider-only workspace records. A separately saved phase template is not deleted simply because the source project reaches its 90-day deadline. That does not preserve the project’s tasks or contents.

If a template or control is missing

Check the current workspace, role, and whether the project is writable. Templates are scoped to the workspace; a template in another workspace is not automatically available. See Read-only access for editing blocks.