Phase – Task relationship

Places a Task within a Phase’s work structure.

When to use it

Use Phase – Task when you need to record this connection between the source and target records. Phase – Task places work within a stage.

Records and direction

• Relationship type: Structure. Places the target within the source record’s hierarchy.
• From: Phase.
• To: Task.

How to use it

1. Create the relation with drag and drop in a Structure widget: drag the intended Task onto the Phase it relates to. Choose Phase – Task, review the direction and any offered values, then confirm.
2. Alternatively, use Connect from the source record and select the target with the Phase – Task relationship.
3. Review the resulting connection and the selected record versions where applicable. Check the displayed relationship filters if the connection is not visible.

Example

Validation (Phase) is connected to Measure Seal Leakage (Task) through Phase – Task. The target appears within the source’s structure.

Choosing the relationship

Phase – Task places work within a stage. Task Dependency records an activity dependency rather than stage membership.