Milestone List View | Online Help | Zoho BugTracker

Phase List View

Phases are goal based targets in a project. 
  1. Click Phases in the top navigation panel. You will see a list of phases shown under two categories.
  2. Click Projects and in the left navigation panel, select the project for which you would like to set phases.

Benefits

  1. Track, sort and filter phases based on your requirements
  2. Edit existing phases
  3. Export phases
  4. Inline edit the phase fields

Add Phase

  1. Navigate to the left navigation panel and click Projects.
  2. Hover over the project for which you would like to add phases and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Click Add Phase in the upper-right corner of the page.
  5. Give a name for your Phase and set its Start and End Dates.
  6. Select an Owner for the phase.
  7. Set the Phase Flag. If the flag is Internal, only the portal users can access the phase. If it is External, the client users can also access it.
  8. Click Add.

Edit Phase

  1. Navigate to the left navigation panel and click Projects.
  2. Hover over the project for which you would like to edit phases and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Hover over an active phase.
  5. Click  or click the right mouse button, and select the Edit option.
  6. Update the necessary fields. The changes will be saved automatically.


Hide Phase Column

  1. Navigate to the left navigation panel and click Projects.
  2. Hover over the project and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Hover over the column name which you would like to hide.
  5. Click the right mouse button.
  6. Select Hide Column from the context menu.

Add Column

  1. Navigate to the left navigation panel and click Projects.
  2. Hover over the project and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Click Add column in the upper-right corner of the page.
  5. Hover over the field which you would like to add as a column.
  6. Click Add.

Move Phase

  1. Navigate to the left navigation panel and click Projects.
  2. Hover over the project and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Hover over an active phase.
  5. Click  or click the right mouse button, and select the Move option.
  6. Select a project from the drop-down.
  7. Click Move Phase.

Clone Phase

Phases can be cloned to create a copy with  Release Notes, Comments, Fields, and the latest status of the Phase for the same project or for use in another project. Cloning a Phase can be done within the same Project or from one Project/Project Template to another Project.
  1. Navigate to the left navigation panel and click Projects.
  2. Hover over the project and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Hover over an active phase.
  5. Click  or click the right mouse button, and select the Clone option.

Clone a Phase From One Project to Another

  1. Click Projects in the left navigation panel and navigate to your project.
  2. Select Phases in the top band and click Add Phase.
  3. Check the box that says Clone from existing Phase in the Layout.
  4. Select the Project or Project Template you want to clone from the Project/Project Template drop-down.
  5. Enter the other phase details and Click Add.


Notes
Note: All the Phase Information will be copied from the selected Project Phase or Project Template.

Reorder Phase

  1. Navigate to the left navigation panel and click Projects.
  2. Hover over the project for which you would like to reorder phases and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Click   in the upper right corner of the phase list view.
  5. Click on the reorder icon  and drag the phase to the new position.
  6. Click Save Order.

Export Phase

  1. Navigate to the left navigation panel and click Projects.
  2. Hover over the project and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Click   in the upper right corner of the phase list view.
  5. Click on the Export Phases option.
  6. Select the view and the file format.
  7. Move the columns from the Available section to the Selected section. Fields in the Selected section will be exported.
    Hover over a field in the Available section and click > to move it to the Selected section.
    Conversely, hover over a field in the Selected section and click < to move it back the Available section.


Delete Phase

  1. Navigate to the left navigation panel and click Projects.
  2. Hover over the project for which you would like to edit phases and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Hover over an active phase.
  5. Click  or click the right mouse button, and select the Delete option.
  6. Confirm your action.
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Phases in a project