Phase List View | Online Help | Zoho Projects

Phase List View

Alert
Milestones have been renamed to phases.
Phases are goal based targets in a project. Users can break a project down into multiple phases to easily manage and track it to completion.

Benefits

  1. Track, sort, and filter Phases based on your requirements
  2. Edit existing Phase
  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.

Bulk Update Phases

Multiple phases can be updated in bulk. Users can select the phases and modify the Owner and Status in one go.
  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. Select the phases that need to be modified.
  5. Click on the Owner or Status button as needed and select the relevant option to update.

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.
Notes
Note: Phases having tasks with invoiced time logs cannot be moved.

Associate Blueprint to a phase

You can apply blueprint to the tasks in a phase.
  1. Hover over an active phase and click Open Details.
  2. Click   in the upper-right corner and click Associate Blueprint
  3. Select the blueprint you want to apply.
  4. Click Next.
  5. Map the current task status to the status available in the blueprint.
    1. The tasks associated with the current status will change as per the blueprint. 
  6. Click Map.

Dissociate Blueprint to a phase

  1. Hover over an active phase and click Open Details.
  2. Click   in the upper-right corner and click Dissociate Blueprint. The tasks in the phase will no longer be associated with the blueprint.

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 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.
Notes
Note: Phases that have tasks with invoiced time logs cannot be deleted.

More Reads


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        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


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                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 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 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 ...
                                                                                                                        • 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. Use cases Software development/ IT: Overall project ...
                                                                                                                        • 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 ...
                                                                                                                        • Task List View

                                                                                                                          The Task List view in Zoho Projects provides an easy-to-use interface for viewing, adding, editing, and managing tasks directly within the view. Global Task List View Access Task List View Click Tasks from left navigation panel. Click the Group by ...
                                                                                                                        • Issue List View

                                                                                                                          The Issue List View in Zoho Projects provides a clear and organized display of project issues, allowing you to view, manage, and edit issue details efficiently. It presents all issue fields as columns, making it easy to oversee and modify issue ...
                                                                                                                          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