Go to Lifecycles tab or go to the App Launcher and select Lifecycles
Click Lifecycle name
Click New Phase
Enter Phase Name and Order
Enter Phase Details
Select Item Default Change Control Behavior
Enter Phase Behavior, Edit Behavior, and Project-Only Behavior
Click Save or Save and New to create the next phase
Tip: Click for explanations and examples of phase behaviors.
Note: Edit Allow Groups accepts a comma-separated list of public group API names, or the keyword Owner. Only the users in the public group are allowed, not any sub-groups or users in sub-groups.
- Click New Category from the lifecycle page
- OR: Go to Categories tab, edit category, and enter appropriate lifecycle phase
Add Category Fields for Required Fields
If any required fields were defined in the phase configuration, they must also be added to the Category fields. Go to the category page, click Add in the Fields section, and enter the API name of the required field.