Adding Phases to your Project

Learn how to add Phases in order to organize your project.

What are Phases?

Phases are the building blocks of your project. Think of phases like different sections in your project binder. They allow you to structure your project based on the various phases the project will need to go through in order to reach completion.

When creating phases, you can select from our suggestions, or create your own custom phases. For example, in a video production you may choose broad phases such as Pre-Production, Production and Post-Production. Or perhaps you prefer to break down the phases by department and create phases such as Budget, Script, Casting, Art, Location, Shoot and Edit.

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Regardless of how you choose to structure your project, phases enable you to upload assets, create events and invite team members to specific phases in order to keep everything in your project organized.

To learn more about starting a new Assemble project, click here.

Adding Phases to your Project

Phases can be added or removed from your Project at any time, as needed.  To add a phase, click the + symbol in the left-hand column beside Phases.

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This will open the Create Phase screen.  Here you can create your phase by adding a NameDescription, and choosing a Color for the phase.

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When you're finished adding phases, click Done to return to your project. You will now see your Phases listed in the lefthand sidebar. Click on any phase to begin adding assets to it.

Reordering Phases

You can reorder your phases at any time by simply dragging and dropping them within the sidebar.

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Editing Phases

You can edit your phases at any time by clicking the Phase and then clicking the Three Dot Menu that appears next to the Phase name, and then clicking Edit Phase.

You can also access this option with the Three Dot Menu in the top right of the phase folder.

From this menu, you can change the Phase's Title, Description and Color.

You can also use phases when building your production calendar.

To learn more about build a production calendar, click here.

Lastly, you can change the viewing permissions of your phases so only specific Teams can view them.

To learn more about Teams and viewing permissions, click here.

Deleting a Phase

Select the phase you wish to delete in the left column of your project, hover over it, and click the Three Dot menu that appears, then select Delete Phase.

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A pop-up will ask you to confirm your choice, click Delete to do so.

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You can also delete a phase by opening the phase and selecting the Three Dot menu in the top right corner of the screen, then selecting Delete Phase.

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WARNING: Deleting a phase will permanently remove all of the assets within that phase. There is no way to recover these assets.