Standard Phases remain consistent across the entire team, ensuring uniformity in project structure. In contrast, Custom Phases are specific to individual Projects, providing flexibility and customization to meet the unique requirements of each project.
To create a Custom Phase for this Project, click +Add on the top, then select Add Phase.
To add a Custom Subphase, click the three-dot on the Phase and select Add Subphase.
Learn more about adding a Subphase
Click Add Custom Phase to proceed. Clicking the Manage Standard Phases button will open Org Settings > Standards > Phases in a new tab, where a standard Phase can be created and used across all projects.
Enter the Phase title, Phase reference number (optional) and select the Phase tracking setting. The parent of this custom Phase can also be changed to an existing Phase, making it a Subphase. Click Create to finalize.
The newly created custom Phase should show at the bottom.
