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Phase Tracking

Switch Between Phases​

Click on the phase name to expand the dropdown, and select the phase that you want to view.

Organize work in the Phase​

Drag and Drop​

Each column is a status in your workflow. You can drag and drop work across columns to move them through statuses as you progress.

Create Work​

Add work to a column by clicking the "+ Create Work" button in that column.

Quick Actions for Work Items​

Modify Fields​

Click on the fields of each card to quickly modify:

  • Priority
  • Due date
  • Estimated workload (Points/Work hours)
  • Assignee

Add Subtask​

Click on the "+ Add Subtask" button and write a title to add a subtask.

Mark a subtask as completed​

Tick the box next to the subtask to mark it as completed.

Hover over a work item and click the "···" icon to copy the URL of that work item.

Pin, Duplicate or Delete Work​

Hover over a work item and click the "···" icon to:

  • Pin the work item for future use
  • Duplicate the work item in current Phase
  • Delete the work item

Manage Columns(Statuses)​

Add Columns​

Click the "+ Add Status" button to add a column. Once created, you can drag columns to re-order them.

Change the status types​

Click on the icon to select or change status types.

>>What is a Status Type?

Delete columns​

Click on the icon and select Delete Status.

Columns must be empty before they can be deleted.

View Settings​

Click on Group by in the top right corner to change views. This option allows you to change the way that cards are grouped on the board.

Grouped by Assignee​

Get a more intuitive view of each member's work progress, and identify phase bottlenecks.

Get a hierarchical view of work items and their child work items, making it easy to see how smaller, related tasks contribute to the completion of larger ones.

Search & Filter​

You can search by title at the top of the board or add a filter to view specific work items.

View Subtasks​

You can filter by subtasks inside a phase. When subtask filtering is added, the filtered result will only show the subtasks that match your conditions.

Click the shortcut on the right side of the screen to quickly expand or collapse subtasks.

Phase Tracking​

Start or Complete a Phase​

Click the icon at the top right of the board to Start the phase.

Once the phase is started, dashboard widgets for this phase will be activated. You can use the widgets on your dashboard to monitor your phase and keep track of its progress.

When the phase is finished, click the icon in the progress panel to complete the phase.

Before a phase can be completed, the unfinished work items need to be completed or moved to other phases.

Phase Progress​

Click on the progress bar to see the completion status of the phase.

note

You can go to Project Settings to change how workload is measured.

Phase Settings​

Basic Settings​

Click theicon to modify basic info, or to delete the phase.

Phase Change Log​

Click on the icon to show changes made to the phase including scope changes.

  • Phase Items: Shows work items created, deleted, added to, or removed from the phase on a daily basis.
  • Phase Info: Shows changes made to the phase information, such as the date the phase was created, phase owner changes, and more.