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 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

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

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

                                                               
                                                                

                                                              Videos

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

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                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 ...
                                                                                                                        • 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 ...
                                                                                                                        • How can I access the Zoho Projects mobile app?

                                                                                                                          The Zoho Projects mobile app is available on Google Play Store and Apple App Store. Mobile app use can be enabled or restricted from the settings page. Click in the top navigation panel. Navigate to Marketplace > Developer Space > API Access & Mobile ...
                                                                                                                        • Settings

                                                                                                                          Access Settings Click the hamburger icon at the top-left corner. Select Settings in the module listing menu. User Details In the Settings page, you can find the User details first. Tap the details to edit the user image. When the user image is edited ...
                                                                                                                          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