---
title: Stages
description: Group a project's tasks into stages, decide which stages clients see, and track progress stage by stage.
icon: rows-2
---

Stages split a project into phases, such as Kickoff, Discovery, and Launch. Every task belongs to a stage, and clients follow the project's progress stage by stage in their portal.

## How stages work

- A stage has a name, an icon, a status, and a **Show in client portal** setting.
- A stage's status is **Planned**, **Active**, **Completed**, or **Archived**.
- Clients only see a stage, and the tasks in it, when the stage is shown in the portal and is Active or Completed. Planned and archived stages stay internal.
- The summary under the project name shows which stage the project is in and how far along it is.

## How to add a stage

1. Open the project's **Tasks** tab and click **Add stage**.
2. Choose an **Icon**, enter a **Name**, and pick a **Status**.
3. Turn on **Show in client portal** if clients should see it.
4. Save. The stage appears at the end of the list.

To rename a stage quickly, double-click its name.

## How to manage a stage

Owners and Admins, and Members in the projects they're a member of, can open a stage's menu to:

- **Edit stage** to change its name, icon, status, or portal visibility.
- **Duplicate stage** to copy it with its tasks.
- **Show to clients** or **Hide from clients**.
- **Archive stage** to retire it without deleting its tasks, or **Restore stage** to bring it back. Turn on **Show archived** in the display options to see archived items.
- **Delete stage**. Only Owners and Admins can delete a stage.
- **Move up** or **Move down** to change the order.

## Adding tasks to a stage

- Click **Add task** inside the stage, or click **New task** and pick the stage.
- To move a task, change its **Stage** when you edit it.

See [Tasks](/docs/projects/tasks) for everything about creating and completing tasks.