Default Phases and Tasks
Setting Up Default Phases and Tasks
Like many features in DesignSmart, in System Settings you can set the default values. In the case of the Phase Tracking module, in System Settings you will enter the Phases and Tasks that will populate for every project.
Only System Admins will have the ability to set these defaults
If your firm uses the Phase Tracking module, you will find a Phase Tracking tab in your System Settings. Here, you will set your defaults.
Adding Default Phases
Step 1:
Select the Add Phase button.
Step 2:
Enter the Name and Sort for the new phase.
The Sort number indicates the order in which the phases will appear on the Phase Tracking Setup and Phase Tracking Report.
Step 3:
Select Add and see the new phase in your list.
Default Tasks
Now we have a Phase with no Tasks.
Let's add a task.
Step 1:
Select the Phase that you would like to add a Task to.
The name of the selected phase will appear above the tasks field.
Step 2:
Click the Add Task button
Step 3:
Enter the Name and Sort for the new task.
The Sort number indicates the order in which the tasks will appear on the Phase Tracking Setup and Phase Tracking Report.
Step 4:
Select Add and see the new task in your list.
Deleting Phases and Tasks
Use the minus sign to the right of each Phase and Task to delete them. You will be prompted with a message asking to confirm your action.
If you delete a Phase you will also delete all of the Tasks in that phase.
Require Task Selection for Time Entry
By default, if you are using Phase Tracking, DesignSmart will require staff to select a phase for Timesheet Entries. By activating this toggle you can also require that they include a Task to their Timesheet Entries.