Phases in a Project
Phases are goal based targets in a project. Phases are listed by their status (Active, Completed, and Archived).
To access the phases module in Zoho BugTracker:
- Navigate to the left navigation panel and click on Phases in the Overview drop-down.
- Click the Group By drop-down and select Project to organize phases under their respective projects.
To access the phases within a project:
- Click Project in the left navigation panel.
- Hover over the project and click Access Project.
- Click Phases in the top navigation band.
Benefits
- Phases are indicators of a project's progress.
- Measure project efficiency through phase completion.
Predefined Views
View phases based on preset views.
- All Phases: lists all the phases in the project
- Active Phases: lists all the active phases including overdue and currently due (yet to be completed)
- Completed Phases: lists all the phases that are completed
- Overdue & Open: lists all the phases that are past their due date and yet to be completed
- Due this week: lists all the phases that are due in the current week
- Due this month: lists all the phases that are due in the current month
My Views
View phases related to you.
- My Active Phases: active phases owned by you
- My Completed Phases: completed phases owned by you
- Created By Me: phases created by you
- Phases I Follow: phases that you follow
Phase Flag
Phases can be marked as Internal and External.
- Internal: Only portal users can access the phase and its associated entities.
- External: Portal and Client users can access the phase and its associated entities.
Phase Details
- Navigate to the left navigation panel and click Projects.
- Hover over the project and click Access Project.
- Click the Phases tab in the top navigation band.
- Hover over a phase and click Open Details to view the Phase Details page.
Clicking on a phase will open the details. Users can view the following information:
- Bugs: View, access, and submit issues for the phase.
- Invoices (requires Zoho Invoice integration): Track all phase invoices.
- Release Notes: View phase release notes.
- Comments: View and add comments to the phase.
- Fields (default and custom fields): Access all the phase information.
- Activity Stream: View all activities in the phase.
- Chart View: Bug Status, Bug Count by Assignee, and Timesheet Summary Reports.
Manage Phase
- Hover over an active phase.
- Click
or right-click to make changes to the phase.
Edit and update its attributes;
Delete if you no longer need it;
Move the phase to another project;
Follow the phase and receive updates;
Create phase Above the selected phase;
Create Phase Below the selected phase;
Chart View to view the Bug and Timesheet Reports;
The Flag can be set while creating a phase or can be modified by editing a phase.
Release Notes
Release Notes has the list of the completed bugs in the phase.
- Click Project in the left navigation panel.
- Hover over the project and click Access Project.
- Click Phases in the top navigation band.
- Hover over a phase and click Open Details.
- Click on the Release Notes tab.
-
Skip Weekends and Holiday Settings are used to calculate the number of days:
- left to complete a phase
- that have passed the phase due date
- That are ahead or behind schedule of a completed phase (shown in Completed Phases)
- left to complete a phase
- Click
in the upper-right corner to filter the phases based on the Owner or Type.
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