Stages & Tasks

Break your project into manageable phases and track progress.

Understanding Stages

Stages are major phases of your project. Think of them as milestones:

Example stages for a kitchen remodel:

1. Demo & Prep
2. Rough-In (Plumbing, Electric)
3. Drywall & Finishing
4. Cabinets & Counters
5. Fixtures & Appliances
6. Punch List & Closeout

Each stage contains tasks - the individual work items to complete.

Creating Stages

Go to Stages Tab

In your project, click the Stages tab.

Add a Stage

Click + Add Stage and enter:

• Stage Name - Clear description (e.g., "Rough-In")
• Start Date - When this phase begins
• End Date - Target completion
• Description - Optional notes

Order Your Stages

Drag stages to arrange in order. The order affects:

• Timeline display
• Progress calculations
• Gantt chart layout

Managing Tasks

Tasks are the work items within each stage.

Creating Tasks

1. Click + Add Task within a stage
2. Fill in details:

Task Statuses

Update status by clicking the task or dragging in Kanban view.

Task Assignment

Assign tasks to team members:

• They receive notifications
• Tasks appear on their dashboard
• You can filter by assignee

Timeline Views

List View

Simple list of all stages and tasks:

• Expand/collapse stages
• Quick status updates
• Good for detailed review

Kanban View

Drag tasks between columns:

• To Do → In Progress → Complete
• Visual workflow management
• Filter by stage or assignee

Gantt Chart

Timeline visualization:

• See task dependencies
• Identify scheduling conflicts
• Track against milestones

Access Gantt view by clicking Timeline in the Stages tab.

Task Dependencies

Link tasks that depend on each other:

1. Open task details
2. Click Add Dependency
3. Select the blocking task
4. Choose dependency type:
   • Finish to Start - Can't start until other finishes
   • Start to Start - Must start together
   • Finish to Finish - Must finish together

Dependencies show as arrows in Gantt view.

Progress Tracking

Stage Progress

Each stage shows:

• Percentage complete (based on tasks)
• Number of tasks by status
• Days remaining until target date

Project Progress

Overall project progress calculated from:

• Stage weights (if configured)
• Task completion rates
• Time elapsed vs. remaining

Daily Updates

Log progress updates:

1. Click + Daily Log in any stage
2. Enter what was accomplished
3. Note any issues or delays
4. Attach photos if needed

Templates

Stage Templates

Save time with pre-built stage structures:

1. Create stages for a common project type
2. Save as Template
3. Reuse on future projects

Task Checklists

Create reusable task lists:

• Standard punch list items
• Inspection checklists
• Safety walkthrough tasks

Team Collaboration

Comments

Add comments to tasks:

• Update on progress
• Ask questions
• Share files

Team members are notified of new comments.

Mentions

Use @name to notify specific people:

• "@john please review this"
• Mentioned users get an alert
• Great for handoffs

Activity Log

See all changes to stages and tasks:

• Who made changes
• When changes occurred
• What was modified

Mobile Updates

Update task status from the field:

• Mark tasks complete
• Add photos and notes
• Check daily schedule
• Works offline (syncs later)

Next Steps

• Team Members - Assign and manage your crew
• Timeline View - Deep dive on Gantt charts
• Change Orders - Handle scope changes