Stages and deliverables

A project’s work lives on its Work tab. A project holds stages, a stage holds deliverables, and a deliverable holds tasks. A task can also sit straight in a stage, under Tasks on their own. Clicking anything opens its Details.

Show the work as Stages, a list, or as a Canvas. The list is where work is added, renamed and removed; the canvas orders it and draws what follows what.

Add a stage

Choose Add stage, give it a Name and its length in Weeks, and tick Ends at a gate that must be signed when the stage closes only once it is signed off.

Add a deliverable

Choose Add deliverable in a stage. Give it a Name, a Due date and a Description, and say How is it completed?:

• Document / evidence
• Complete linked work
• Manual confirmation

Tick Required to close the stage when the stage cannot be signed off without it, pick the Responsible person, add or link its tasks, and choose Save deliverable.

Order the work

Drag a row by its handle to move it. Between two pieces of work, the link says After or Together: click it to switch.

Sign off a stage

When every required deliverable of a stage is in, the project shows Sign off for that stage. Signing it moves the project to its next stage. More › Stage details lists each stage’s deliverables, dates and gate.

How % complete is worked out

The Progress button on the project sets it: evenly across the stages, by stage weights you set, from the task hours, from the deliverables, or typed by hand. The forecast uses it.

A task’s status is never picked from a list. It is Not started until its first hour is logged, then In progress, and Overdue once its end date passes.