Phase Gantt View | Online Help | Zoho Projects

Phase Gantt View

Milestones have been renamed to Phases

Gantt charts offer a visual representation of an activity's timeline allowing Project Managers to have an overview. It helps manage schedules and view dependencies. The Gantt chart also allows users to visualize the sequence of activities in a project and help them plan better.

In the Phase Gantt view, you can view the projects and phases on the left and the corresponding bars on the right that show the actual schedule.

The Phase Gantt in Zoho Projects allows users to
  1. View Phase timeline
  2. View phase deadlines by clicking on the bar
  3. Open the phase details
  4. Perform actions such as adding, editing, deleting, cloning phases and more.

Access Phase Gantt View 

  1. Navigate to the left panel and click Projects.
  2. Hover over the project for which you would like to access phases and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Select Gantt from the view selection drop-down.
  5. Scroll through the left panel to view phases in your project.
  6. Click Full Screen, Show Options, Legends, Export to PDF, and Print option in the right panel.
  7. Use the Show Options drop-down to select additional details such as Dates, Assignee, Task Title, and Overdue tasks and view them on the Gantt chart.

Note:
  1. Only projects with start and end dates will be shown on the Gantt chart.
  2. You can use the filters to view projects matching specific criteria.

Add Phase

  1. Navigate to the left panel and click Projects.
  2. Hover over the project and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Select Gantt from the view selection drop-down.
  5. Click Add Phase.
  6. Enter the Phase Name and enable the checkbox if you want to clone from an existing phase.
  7. Set Flag, Owner and add relevant tags. 
  8. Enter the Start Date and Due Date.
  9. Click Add.

Edit Phase

  1. Navigate to the left panel and click Projects.
  2. Hover over the project and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Select Gantt from the view selection drop-down.
  5. Hover over the phase cell and click  or click the right mouse button.
  6. Select Edit from the context menu and update the necessary fields.

Clone Phase

Phases can be cloned to create a copy with Task Lists, 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 panel and click Projects.
  2. Hover over the project and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Select Gantt from the view selection drop-down.
  5. Hover over the phase cell and click  or click the right mouse button.
  6. Select Clone from the context menu.

Follow Phase

  1. Navigate to the left panel and click Projects.
  2. Hover over the project and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Select Gantt from the view selection drop-down.
  5. Hover over the phase cell and click  or click the right mouse button.
  6. Select Follow from the context menu.

Move Phase

  1. Navigate to the left panel and click Projects.
  2. Hover over the project and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Select Gantt from the view selection drop-down.
  5. Hover over the phase cell and click  or click the right mouse button.
  6. Select Move from the context menu.
  7. Select a project from the drop-down.
  8. Click Move.

Delete Phase

  1. Navigate to the left panel and click Projects.
  2. Hover over the project and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Select Gantt from the view selection drop-down.
  5. Hover over the phase cell and click  or click the right mouse button.
  6. Select Delete from the context menu.
  7. Confirm your action and click Delete.

More Reads

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Phase List View

                                                                                                        Milestones have been renamed to phases. Phases are goal based targets in a project. Benefits Track, sort, and filter Phases based on your requirements Edit existing Phase Export Phases Inline edit the Phase fields Add Phase Navigate to the left ...
                                                                                                      • Phase Budget

                                                                                                        In Zoho Projects, users can allocate specific budgets to individual phases within a project. This helps in tracking and managing costs associated with each significant phase or goal of the project. Benefits Manage expenditure of specific phases in a ...
                                                                                                      • Project Gantt View

                                                                                                        In the Project Gantt view, you can view the projects in the left and the corresponding bars on the right that show the actual project schedule. Navigate to the left panel and click Projects. Select Gantt from the view selection drop-down in the ...
                                                                                                      • Task Gantt View

                                                                                                        Gantt charts are visual representation of activities on a timeline. This allows project managers to have an overview of the tasks and help understand the sequence to be followed. It also helps users to understand the dependencies between various ...
                                                                                                      • Phase Layouts & Fields

                                                                                                        Zoho Projects supports custom fields and layouts for phases. Create your own fields and phase layouts and use them for creating phases as per your business requirements. Click here to learn more about access privileges for Custom Fields, Layouts and ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources