You can add a phase to a phase plan in ShareDo Modeller to tailor the workflow of a work type to your specific requirements.
Steps to add a phase to a phase plan
- If you are already in the phase model, then jump to Step 3, otherwise open Launchpad > Modeller > Work-Type Modeller. Double-click the work type to add the phase.
- You can access the phase plan from the left-hand navigation menu (Phase model) or the Edit plan link on the Advanced Settings widget.
- Click the Add Phase + icon on the work type banner to open the Add new phase form.
- Enter a Name, Short Name, and optionally, any further information. Click Confirm.
- Your new phase drops onto your phase plan, where you can drag it to another location on the screen.
Review
You can now successfully add a phase to your phase plan.
If you are adding a phase to an inherited phase plan, the phase is added to any children of the phase plan.