Creating a stage
How to split the work into stages, why it matters, and how a stage builds its material list and passport.
A stage is a group of tasks that belong together. It is created from the project screen, and there is no limit on how many you make.
What is inside a stage
Name and expected dates.
Chats. The client chat — the same one as at project level, reachable here for convenience. And the stage team chat: owner, managers and the stage workers, without the client.
Stage team — worker cards and an add button. This is where the people who will later be assigned to tasks appear.
Stage technical description — up to 5,000 characters.
Stage documents. You can upload your own or attach files from the project documents — plans usually come from there.
Stage specification — assembled automatically from all the tasks.
Stage passport — filled with the final reports of completed tasks, then edited by the manager.
On the right sits the task column, with the three dots for creating a new one.
How to divide the work
Stages usually follow the trades: strip-out, first fix, electrics, plumbing, plastering, bathroom, finishes.
A sanity check: a stage is something you could hand over to the client as a finished piece. If there is nothing to show and nothing to report when it ends, the division is wrong.
Why the division matters more than it looks
A stage does two things automatically, and both depend on how you split the work.
The stage specification collects materials from every task into one list. Purchasing runs off it, so a mixed stage produces a list where compound sits next to cable.
The stage passport fills automatically with the final reports, then gets edited and published to the client. A stage stretched across the whole refurbishment gives the client one document right at the end instead of six along the way.
The order to work in
Build the whole stage structure first, then invite people and create tasks. Changing the structure once tasks already hold specifications is considerably more expensive.
Next
Creating a task and assigning a worker
How the material list works
How a stage passport is assembled
