⏰ Phase Management and Time Organization in Trackline Templates
Create phases and structure the actions of a template from start to finish
In Trackline, part of the Code Contract platform, templates allow you to organize information requests into different phases to control when and how data is requested from participants.

What is a phase in a template?
A phase is a period or stage within the workflow where specific information requests are grouped. This helps structure the process and define timing for each group of requests.

How to manage phases

Create phases
When designing a template, you can add multiple phases depending on the process requirements.
Each phase can be given a custom, descriptive name.

Assign requests to phases
Within each phase, select the requests that should be completed.
You can organize them to appear in a logical order.

Define when phases are activated
Phases can be triggered automatically after the previous one is completed, or based on specific conditions defined in the template.
This ensures a well-structured and controlled information flow.