Step-by-Step Instructions
Add a new phase or event
Open your project and go to the Schedule tab.
Click the + button or New button in the schedule header.
Select Phase or Event.
Use Phase for work that happens over a period of time.
Use Event for a single point in time or short activity.
Enter a title.
Set the start date and end date.
Leave the item as an all-day item by default, or turn on Hourly if you need specific start and end times for an item under 24 hours.
Optionally complete any of these fields:
Assignees to assign team members
Color to distinguish the item on the timeline
Dependencies to define which phases must be completed before this one can start
Location to attach a job site address
Description to add notes
Click Create to save the item to your schedule.
Edit an existing phase or event
Open the phase or event from the Gantt, Calendar, or List view.
Update the fields you need to change, such as title, dates, assignees, color, dependencies, location, or description.
Save your changes:
On desktop, changes save automatically as you edit.
On mobile, tap Done when you finish.
Mark a phase as complete
Open the phase.
Tap the three-dot menu.
Select Mark as complete.
Confirm the phase shows a Completed banner.
To remove the completed status, open the menu again and select Mark as not complete.
Delete a phase or event
Open the phase or event.
Tap the three-dot menu.
Select Delete.
Click Delete item in the confirmation dialog.
Additional Notes
Use Phase for work segments and Event for milestones or one-time schedule items.
Timed, non-all-day phases must be shorter than 24 hours.
For longer work periods, use the default all-day setting.
Available colors are Neutral, Blue, Green, Orange, and Red.
You need Edit permission on the schedule to add or modify phases.
You need Delete permission to remove phases or events.
Troubleshooting
You cannot add a dependency
This usually happens because the dependency would create a circular chain.
To fix it, review the existing dependency order and remove any conflict before adding the new dependency.
You cannot edit or delete a schedule item
This usually means your permission level does not allow that action.
To fix it, confirm you have the correct schedule permissions. You need Edit permission to make changes and Delete permission to remove items.
Your timed phase does not save correctly
This can happen when the phase is set to run longer than 24 hours.
To fix it, shorten the timed phase to less than 24 hours or switch it back to an all-day phase.