Flexible Phases – ClientSuccess Help Center

Users are able to update their project phases from their Workspace Management Settings, Template, and Project View.

To create or delete a new phase in your Workspace Management settings:

Go to Workspace Management Settings
Select `Custom Fields`
Select `Phases`
Click on `+ Add Option` to create a new phase or the `X` to delete a phase
The order of phases in your workspace will appear according to the order you set in Phase Management. Drag and drop using the grabber to reorder your phases.

Note: When deleting a phase the milestones and tasks nested under this phase will not be deleted. The milestones and tasks will be nested under the `No Phases` bucket.

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To create a new phase in your Template or Project:

Select `Add phase` from the `+ Add` dropdown on your navigation bar
Select any existing phases for your template or project
Type in a name for your new phase to create a phase
The order of phases will appear according to the order of your phases list. Drag and drop using the grabber to reorder your phases.

Note: Removing a phase from this list will not delete the phase.

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To filter on your List:

Select `Filters` on your navigation bar
Select the desired phases or Template to filter your projects by

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