How to assign Project Task to a Project Phase

Prerequisites

• Audience: Project managers, coordinators, or users with access to edit project tasks.

• Requirements:

  • Access to project editing permissions.

  • A visible "Tasks" column or Digiboard access, depending on the method used.

Overview

This article explains three different ways to add a Project Phase to a task in [Your System Name]. Each method leads to the same result—updating the task's Project Phase—but provides flexibility based on where you're working within the system.

Estimated Time: 2–5 minutes
Skill Level: Basic user

Table of Contents

1. From the Project Edit Page

2. From the Project Dashboard

3. From the Task Digiboard

From the Project Edit Page

1. Navigate to the desired project.

2. Scroll to the Tasks tab near the bottom of the Project Edit page.

3. Locate the task you want to edit.

4. Click the edit pencil icon next to the task.

5. A modal window will open with the Project Task editor.

6. Locate the Project Phase field and enter the desired phase name.

7. Click Save to apply the changes.

From the Project Dashboard

1. Open your Project Dashboard.

2. Ensure the view includes a Tasks column.

3. Locate the task you want to update.

4. Click the edit pencil icon for the task.

5. This opens the same Project Task editor as in the Project Edit method.

6. Enter the desired phase in the Project Phase field.

7. Click Save.

From the Task Digiboard

1. Go to the Project Digiboard view.

2. All project tasks appear as cards.

3. Find the task you want to update.

4. Click the edit pencil icon on the task card.

5. The same Project Task editor modal will open.

6. Add or modify the Project Phase field as needed.

7. Click Save to update the task.