Phases | Online Help | Zoho Projects mobile app

Phases

Access Phases 

  1. Go to the Projects module.
  2. Choose a specific project.
  3. 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 within the Phases Listing page:

Group and Sort   

  1. Click the icon at the top right.
  2. Select a group by criteria.
  3. Select a sort criteria.
  4. Click OK

 
Click the icon at the top to find a specific phase across all projects. The relevant search results will be fetched.

View by  

You can choose to view all phases or upcoming or overdue or completed phases based on your requirement using the View by option.
  1. Tap on the current view under View by.
  2. Choose the desired view. 

Add Phase 

  1. Click the icon at the bottom-right corner.
  2. Enter the required phase information.
  3. Click the icon at the top-right corner to save.
 

 

Filters   

You can filter the phase by Flag and Tags if needed. Click Apply at the top-right corner to view the phases based on the filter criteria.
  1. Go to the phase listing screen.
  2. Click the filter icon .
  3. Choose the filter option as required.
  4. Click Apply.

Phase details page   

From the phases listing page, you can tap on a specific phase to view the details.
 

   
The following phase details will be displayed:
 

Business card view of Phase

  1. Phase name
  2. Start date
  3. Tags
  4. End date 
You can change the phase status by clicking the check-box next to the details.

Edit Phase 

  1. Click the edit () icon at the top-right corner.
  2. Update the phase details.
  3. Click the () icon at the top-right corner to save the changes. 

Pin Phase 

You can pin the phase to the home screen of your mobile device for easy access.
  1. Click the pin icon at the top.
  2. Update the phase name if needed.
  3. Click Add
Once you're done, you'll be prompted to touch and move the widget to the home screen. Place the widget on the home screen as per your requirement.

Delete Phase  

Delete the phases that you do not need any longer.
  1. Open the phase.
  2. Click the ellipsis icon at the top-right corner.
  3. Click Delete.
  4. Click OK to confirm your action. 
Deleted data cannot be recovered.

Share URL/ Copy URL

You can share and copy the URL of the phases using this option.
  1. Open the phase.
  2. Click the ellipsis icon at the top-right corner.
  3. Click Share URL/ Copy URL

Other actions 

You can add task lists, tasks, and issues from the phase details view. You can also update the task status from the phase details page by clicking the check-box beside the task name.  


        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 FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile 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 FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                    All-in-one knowledge management and training platform for your employees and customers.

                                              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

                                                                                                                                • 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

                                                                                                                                  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 ...
                                                                                                                                • Home

                                                                                                                                  Home - Introduction Home displays all the data related to you, making it easy for you to access it. You can view the portal that you are currently in and switch to the other portals if you are part of multiple. Switch Portal Go to the Home module. ...
                                                                                                                                • Settings

                                                                                                                                  User details The User Details section displays the user image, along with the Name, Email, and Last signed in details. Click Edit to update the user image. When you edit or update the user image from this page, the changes will be reflected in all ...
                                                                                                                                • Introduction to Projects

                                                                                                                                  You can view all projects within the a selected portal from the Projects module in the mobile app. Grouped projects will be listed first, and ungrouped projects will follow. View Projects View your active projects or archived projects by selecting ...
                                                                                                                                  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