Overview - Phases | Online Help | Zoho Projects

Phases

The Overview - Phases List view provides a consolidated list of all your phases in various statuses across the portal. You can group Phases by Projects. By default, users will view all the All Phases in the portal. However, users can also select other views using a drop-down.
Milestones are now renamed as Phases.

Use cases

Construction: Material sourcing is one of the important phases in the construction of a building. When this particular phase is completed, we'll be one step ahead of the project completion. Phases in Zoho Projects let us track these milestones at ease.
 
HR: When there is an event in the organization, HR hosts the event. In such circumstances, the event can be spilt into multiple milestones right from the procurement of necessary goods for the event, stalls to be setup, cultural activities to be performed, setting up of stage, decoration, etc. These phases can be added in Zoho Projects and easily managed.
 
Marketing/ Sales: When the company decides to launch a new product, the development of the new product is split into phases such as designing, preparation, testing and then the launch. These phases can be tracked in Zoho Projects. 

Setting a View as Default

  1. Navigate to Overview > Phases on the left navigation panel.
  2. Click on the view selector drop-down.
  3. Hover over a view.
  4. Click on the icon to set a view as default.
    User will land on this view every time.

Add Phase

  1. Click Phases under the Overview section in the left navigation panel.
  2. Click Add Phase.
  3. Select a Project.
  4. Give a name for your Phase.
  5. Set the Start Date and End Date.
  6. Select Phase Owner.
  7. Set the phase Flag.
    If the flag is Internal, the phase will not be accessible to the client users. If it is External, it can be accessed by the client users.
  8. Fill the custom fields if any.
  9. Click Add.

Other Actions

  1. Hover over a phase.
  2. Hover and click  to view more options or right click on a Phase.

  3. The following actions can be performed.
    1. Edit: Modify the phase details
    2. Delete: Delete the phase
    3. Move: Move phase to another project
    4. Follow: Follow the phase and receive updates
    5. Chart View: View graphical representation of phase data
    6. Copy Link: Copy the direct URL for the phase
    7. Associate Blueprint: Associate a blueprint to this phase
    8. Dissociate Blueprint: Remove blueprint for this phase

Move Phase Across Projects

  1. Click on Phase under the Overview section in the left navigation panel.  
  2. Hover over a phase.
  3. Click  to view more options.
  4. Click Move.
  5. Select a different project to move the phase.
  6. Click Move.

Manage Columns

  1. Click on the add column icon ().
  2. Hover over the project field and click Add or use the search bar to find a specific field.
  3. The column will be automatically added.
  4. Click the column header, drag and drop the column to reorder.
  5. Right click on the column header to Insert Column Before, Insert Column After or Hide Column.

Phase Details

Clicking on a phase will open the details. Users can view the following information:
  1. Task lists: View and manage associated task lists.
  2. Budget : View sum of task list budget.
  3. Issues: View and manage associated issues.
  4. Invoices: Manage project billing (Zoho Invoice integration required).
  5. Release Notes: View changes and updates.
  6. Comments: Add comments and use the screen-grabber to annotate and share files.
  7. Fields: Access both default and custom fields
  8. Activity Stream: Track all activity related to the phase.
  9. Chart View: Visualize phase progress.
  10. Status Timeline: View all the stages the phase has progressed through and the time spent on each stage.

Export Phase

  1. Navigate to the left navigation panel
  2. Click Phase under the Overview section.
  3. Click   in the upper right corner of the phase list view.
  4. Click on the Export Phases option.
  5. Select the view and the file format.
  6. 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.
  7. Click Export and confirm your action.

Add Task List

  1. Click a phase to view its details.
  2. Click Add Task List under the Task Lists tab.
  3. Give a Task List Name. Here, you can create a new task list or associate an existing task list or choose from the list of templates.
  4. Click Add. 

Move Task List

  1. Click a phasae to view its details. Click on the Task Lists tab.
  2. Select a task list to enable the Delete and Move options. You can move or delete a single task list or multiple task lists.
  3. Select a Project and Choose a Phase to move into.
  4. Click Move.

Submit Issue

  1. Click a phase to view its details. Click on the Issues tab.
  2. Click Submit Issue.
  3. Enter the details and click Add

Tasks

  1. Click on Phases under the Overview section in the left navigation panel.
  2. Click a phase to view its task lists.
  3. Click the task list to view its tasks respectively.
  4. Click Add Task.
  5. Enter the details and then click Add.

More Reads

    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 Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Encrypted Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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

                                                                                                              • Phases

                                                                                                                Access Phases Go to the Projects module. Choose a specific project. Click on Phases. You'll now be on the Phases listing page. Phases listing page Phases of the chosen project will be listed under the Phases Tab. The following features are available ...
                                                                                                              • Phases

                                                                                                                Phases listing page The Phases tab lists the phases of the project. Access Phases Go to the Projects module. Choose a specific project. Tap Phases. Below are the features available within the Phases listing page: Add Phase Click the icon at the ...
                                                                                                              • Phases

                                                                                                                How do I link a phase to an existing task list? To link a phase to an existing task list follow these simple steps: Mouse over to the required task list. Select the Other Actions icon() at the left corner. Click the Edit Task list option. In Related ...
                                                                                                              • Project Phases

                                                                                                                Milestones have been renamed to phases. Project Phases or project milestones are goal based targets in a project. To access the phases module in Zoho Projects: Navigate to the left navigation panel and click on Phases in the Overview drop-down. Click ...
                                                                                                              • Portal Home

                                                                                                                The Home displays the most sought-after stats across your projects in the form of widgets. You can view a comprehensive list of the status of all the work across all the projects in your portal. Personal Click the Home tab in the left navigation ...
                                                                                                                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