In SprintSuite, the process of adding phases to your jobs offers a structured and organized approach to project management. This guide walks you through the steps of incorporating phases into your jobs during the creation phase. By configuring phases in SprintSuite's settings, users can conveniently select predefined options when initiating new projects. This not only streamlines job creation but also facilitates efficient tracking and filtering of projects based on their respective phases.
Accessing Settings:
Start by logging into your SprintSuite account and navigating to the settings section. Within the settings, locate the tab "Job/ Project Phases". Add all the different phases relevant to your projects, by clicking on "Create Job/ Project Phase".
Enter the phase name and click "Save".
To modify the name, select the pencil icon. Deactivate a phase by choosing the three dots, and reactivate it from the same menu. Alternatively, you can use the checkboxes next to the phase names on the left to bulk deactivate or activate, with the option to perform actions by clicking on the designated button.
Upon creating a job or project, you'll encounter the phases you added in the settings under the "Job/Project Phase" section after specifying the job status. If you wish to include a new phase or edit existing ones at this point, you can simply click on the "+ Add Phase" option. This action will redirect you back to the settings, replicating the aforementioned steps, allowing you to seamlessly add a new phase or make adjustments to your project workflow.
To modify a phase after setting up the job or project, access the job or project and choose "Edit Details."
Select the desired phase, scroll to the bottom of the page, and click "Save Changes."
Utilising the "Field Service Jobs" or "Projects" feature, you can apply filters based on phases. Additionally, the job's phase will be visible at the end of the job or project summary, along with the progress percentage.