Phases are another tool you can use to keep your work organized.
Every project goes through a process from start to finish. In some industries, this process is marked by stages. For example, a consulting project might have three phases: planning, execution, and closing.
The planning phase will consist of all actions related to preparing for the engagement. It could include finding the resources needed and outlining a timeline.
The execution phase could be implementing the plan and tracking project progress.
The closing phase could include finalizing your deliverables, reporting on accomplishments, and doing a post-mortem.
These are too general to be captured by a label. And unlike statuses, not every action goes through them.
That's why we've created Hive phases.
They are the perfect way to include these project stages in your Hive workspace.
- When adding phases to a new project, go to the project navigator, select "+ New Project", and in the new window click the link "+ Add phases"
- For an existing project, go to the project navigator, press edit, and click the link "+ Add phases"
Assigning phases to actions
Once your projects has phases set up, you can use them to organize your actions.
- When you create a new action, it adds it to the first phase by default. You change an action's phase by clicking the dropdown menu at the top of the action card.
- In gantt view, you can see your actions broken down by phase. Here you can use the "+Add an action" link to include items in each phase.
- You can also drag and drop to move actions from one phase to another.
Viewing actions by phase
- In status view, each the front of each action card is labeled with its phase.
- You can also filter the actions in your project by phase.
- In gantt view, you can group your actions by phase.
- Go to the project navigator, go to the project navigator, press edit, and go the Phases section. There you can change the name of any phase, delete them, or add new ones.