Monument

Adding Phases and Tasks

How to create, nest, and reorder tasks within a project.

Overview

After creating a project, you'll build out its structure by adding tasks. Tasks can be nested inside other tasks to create phases, stages, and sub-tasks โ€” matching how you naturally plan architecture work.

Creating a Top-Level Task (Phase)

  1. Open your project on the Schedule or Projects page.
  2. Click Add Task at the bottom of the task list.
  3. Enter a name for the task (e.g. "Schematic Design").
  4. Press Enter to save, or Tab to move to the next field.

The task appears at the root level of the project โ€” this is typically called a phase.

Adding Child Tasks

To nest a task inside an existing one:

  1. Hover over the parent task.
  2. Click the + button that appears on the row, or right-click and select Add Sub-Task.
  3. Enter the task name and press Enter.

The new task appears indented under its parent, creating a parent-child relationship.

Reordering Tasks

Drag a task by its handle (the grip icon on the left) to move it within the list. You can:

  • Reorder within the same level by dragging up or down.
  • Re-parent by dragging onto another task to make it a child.
  • Promote by dragging to the left edge to move it up a level.

Changes are reflected immediately on the schedule and in any financial rollups.

Editing Task Details

Click a task to open its property panel on the right. From here you can edit:

  • Name and description
  • Start date and end date
  • Status (Pending, In Progress, Completed, etc.)
  • Estimated hours
  • Custom fields defined by your organisation

Deleting Tasks

To remove a task:

  1. Right-click the task and select Delete, or select it and press Delete.
  2. Confirm the deletion.

Bulk Operations

Select multiple tasks (hold Shift or Ctrl/Cmd while clicking) to perform bulk operations:

  • Change status for all selected tasks
  • Move selected tasks to a different parent
  • Delete multiple tasks at once

What's Next