When creating a project, you can select the Waterfall management model. Waterfall projects allow you to create and manage phases, which provide a comprehensive overview of the project through Gantt charts and phase lists.

The phase list displays all phases and their key information, allowing for quick filtering via tabs. The Gantt chart provides a visual representation of the phase schedule and progress.

I. Create Waterfall projects

1. Create a Waterfall project

Select the Waterfall project management model by navigating to Project > Create Project > Waterfall. Fill in the necessary information and configure access controls, then click Save.

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II. Create and manage phases

1. Set Waterfall project phases

After the project is created, the system automatically redirects you to the phase setup page. There are seven phase types available: Comprehensive, Requirement, Design, Development, Testing, Release, and Review. The functional menus vary depending on the selected phase type.

To streamline the creation process, you can configure default templates under Admin > Model Configuration > Waterfall > Phase List. You can also sort phases at the same level. After clicking Save, you will be redirected to the phase list page.

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2. View Gantt chart (Premium)

Switch the view mode to enter the Gantt chart.

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In the Gantt chart settings pop-up, you can configure the viewing format, display options, and form items for the chart.

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If a Waterfall project is associated with multiple products and linked to stories from different products, you may need to create distinct phases to link these stories correctly. In such cases, you can choose the "Create by Product" option for phase types during project creation. Once the project is created, you can switch between products to set up and view their respective phases in both the Gantt chart and the phase list.

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3. View phase list

The phase list allows you to inspect project phases and perform various operations via the action column. These actions include starting/closing phases, creating tasks for a phase, creating sub-phases, and editing or deleting phases.

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4. Create sub-phases

Click the Create Sub-phase button in the action column to enter the sub-phase creation page.

• Phases can be broken down into infinite levels.
• Only the final-level (leaf) phase can be used to create tasks or link stories and bugs. Once tasks are created within a phase, that phase can no longer be split. 、
• The status of a parent phase updates automatically based on its sub-phases; a parent phase is activated or closed when its sub-phases are activated or all are closed.

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Please note that the sum of workload percentages for sub-phases cannot exceed 100%. Furthermore, the planned start and end dates of a sub-phase must fall within the timeframe of its parent phase.

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III. View phases

Click Phase under the project menu to enter the phase list. Here, you can filter and view phases by their status, including All, Unfinished, Unstarted, Doing, Suspended, and Closed.

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IV. Customize phase types and phase lists

1. Customize phase types

The default phase types are Comprehensive, Requirement, Design, Development, Testing, Release, Review, and Other. You can customize these types based on your specific workflow by navigating to Admin > Model > Waterfall > Phase. You can modify existing types, delete them, or add new ones.

Note that only a parent phase of the "Comprehensive" type can have sub-phases of other types; all other sub-phases will inherit the type of their parent.

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2. Customize phase lists

The default phase list includes Requirement, Design, Development, Testing, Release, and Review. These default phases share the same names as the phase types but include workload percentages.

Note that when managing phases in a Waterfall project, the total workload percentage of all phases must equal 100%. Therefore, you should carefully consider the workload distribution when customizing phases in the Admin section.

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You can click the Create or Batch Create buttons to add new phases, which will then appear in the phase list.

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