Updating Phases

Phases can be used in admation to visualise the progress of a project. Before you start, you might want to make sure that your company has set up phases in admation.

Updating Phases from the Project Details

To update the phase of a project or deliverable, select your project from the Projects menu. Depending on your set-up, you might like to update the phase for the Project, Sub-Project or Deliverable.

Click into the item you’d like to update. Alternatively you may stay on the project level to update this for an entire project. On the far right hand side of the screen, you’ll see a coloured bar representing the current phase. Hover over the coloured bar, and select the new phase to update it.

If your phases aren't showing here, you may need to chat to an admin team member about setting up your phases. Once set, you can view the current phase of all projects from the Projects list.

Updating Phases from the Project List Details view

You can update a phase from the project details view. For any actively selected project, you'll see a project phase. Hover over the phase on the details pane to update it. 

Updating Phases from a Task

Users assigned to a specific task can update phase on the project level, using the task detail pane under their task menu.