Project Stages

Every project moves through a series of stages that represent its lifecycle. Understanding these stages helps you track progress and know what actions are appropriate at each point.

Available Stages

Discovery

The initial stage where you define the project scope, gather requirements, and assess feasibility. During this stage:

• Define project objectives
• Identify stakeholders
• Estimate required resources
• Evaluate risks and constraints

Planning

The stage where you create detailed plans for execution. Activities include:

• Breaking work into work packages
• Creating task lists
• Assigning team members
• Setting schedules and milestones

Execution

The active work stage where tasks are being completed. Focus areas:

• Monitoring task progress
• Managing team workload
• Removing blockers
• Keeping stakeholders informed

Closeout

The final stage for wrapping up and archiving. Steps include:

• Reviewing all deliverables
• Documenting lessons learned
• Archiving project materials
• Releasing team resources

Changing Stages

You can change a project’s stage at any time through the project edit screen. There is no enforced workflow - you have the flexibility to move between stages as your project needs require.

Tip

Use stages to filter your project list and focus on what needs attention right now.