How to use sub-stages with weights and dates

Step 1: Two ways to split a stage

The stage window gives you two ways to split the work:

• the simple list, Sub-stages (Optional - one per line), which is for reference only
• Advanced Micro-management, where each sub-stage has its own weight, dates and progress

Open New Stage or, from a stage's three-dot menu, Edit Stage.

Step 2: Set the stage's dates first

With micro-management, the stage's Expected Start and Expected End are required and come first: sub-stage dates have to fall within that period. Without them you'll see Set the main step period first.

Step 3: Add the sub-stages

Turn on Advanced Micro-management and tap Add Sub-step. On each row:

• Sub-step Name
• Weight, as a percentage
• Set Dates, to pick the period
• the bin icon, to remove the row

Every field is required; if one is missing you'll see Fill name, weight and dates for all sub-steps.

Step 4: Weights

Weights add up to 100% at most: as you type, the app won't let the total go over that. If it's below 100%, you'll see the Current sum notice, and when you save, the remainder is split equally across the sub-stages.

Step 5: Save

Tap Add (new stage) or Save Changes (editing), then Save Changes on the schedule's bottom bar.

• Turning on micro-management for a stage that had a simple list replaces that list with the weighted sub-stages.
• The stage's progress now comes from its sub-stages: if it already had progress, it starts again from zero and the app may ask for a reason when you save: Progress regression

Step 6: Track it on the schedule

The card shows Active Micro-management and the stage's own slider is locked. Each sub-stage has its own slider, in 1% steps, with its weight, its period and a Delayed label once it's overdue. The stage's progress is each sub-stage's progress times its weight, added up: How to update stage progress