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Create project phase

Creates a new project phase (sales pipeline stage) for tracking opportunities through your sales process.

Required fields:

  • name: Display name for the phase (e.g., “Qualification”, “Proposal Sent”)
  • icon: Icon identifier in format :icon_name: (e.g., “:calendar:”, “:phone:”)
  • type: Phase type enum value (new, inProgress, done)
  • translations: Array of translations for multilingual support

Optional fields:

  • description: Additional context about when to use this phase

Phase type meanings:

  • new: Initial phase for new opportunities (appears in “New” column of Kanban)
  • inProgress: Active phase (appears in “In Progress” column of Kanban)
  • done: Completed phase (appears in “Done” column of Kanban)

Note: Phases are used in the Sales CRM Kanban board. Create phases that match your sales workflow to track opportunities from initial contact through to closed deals.

POST/administration/project-settings/phases
Authorization
AuthorizationOAuth2 access token · headerrequired
Scopes:api:write
or
AuthorizationBearer token (JWT) · headerrequired
Request body
requiredapplication/json
descriptionobject
Optional description providing context about when to use this phase. Helps users understand the purpose of the phase.
iconstringrequired
Icon identifier in emoji format. Must be wrapped in colons (e.g., ":calendar:", ":phone:", ":trophy:"). The icon appears next to the phase name throughout the application.
namestringrequired
Display name for the project phase. Represents a stage in the sales pipeline (e.g., "Qualification", "Proposal Sent", "Negotiation").
translationsProjectPhaseTranslationDto[]required
Array of translations for multilingual support. Each translation object contains a language code and translated name/description. The system automatically displays the correct language based on user preferences.
Show properties
Array of ProjectPhaseTranslationDto
descriptionobject
Translated description of the project phase in this language. Provides context about when to use this phase.
languagestringrequired
ISO 639-1 language code for the translation (e.g., "en" for English, "de" for German)
nameobject
Translated name of the project phase in this language. Used for multilingual display in the user interface.
typestringrequired
Phase type enum value that determines which Kanban column the opportunity appears in. Valid values: new (appears in "New" column), inProgress (appears in "In Progress" column), done (appears in "Done" column).
Allowed:newinProgressdone
Responses
201Project phase created successfully
401Unauthorized - Invalid or missing authentication token
403Forbidden - Insufficient API scopes or permissions
Request
curl -X POST "https://leadtime.app/api/public/administration/project-settings/phases" \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
  "description": "Initial planning and requirement gathering phase",
  "icon": ":calendar:",
  "name": "Planning",
  "translations": [
    {
      "description": "Project planning phase",
      "language": "en",
      "name": "Planning"
    },
    {
      "description": "Projektplanungsphase",
      "language": "de",
      "name": "Planung"
    }
  ],
  "type": "new"
}'
Response
Project phase created successfully