How to turn a task into a Phase

Note

To proceed to the following actions, you need to have created the tasks first.

  1. Log in to the HTML5 client.

  2. Select the Work workspace, Phases & Gates tab.

  3. Select a project in the Project Data Selector.

  4. Select the Phases/Gates mode (viewmode_activeroadmap22_md.png).

  5. Click on the Enable Filters (FilterGrey) button.

  6. In the Filters popup, switch on the Show All Tasks option, and close the popup.

  7. Click on the More (MoreVertical) button of the task you want to turn into a Phase, and select the Turn Task into Phase command.

Warning

In order for the OTD values to be fulfilled, you need save a Baseline (BaselineSave).