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 within the Phases Listing page:
Group and Sort
- Click the icon at the top right.
- Select a group by criteria.
- Select a sort criteria.
- Click OK.
Search
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.
- Tap on the current view under View by.
- Choose the desired view.
Add Phase
- Click the icon at the bottom-right corner.
- Enter the required phase information.
- 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.
- Go to the phase listing screen.
- Click the filter icon .
- Choose the filter option as required.
- 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
- Phase name
- Start date
- Tags
- End date
You can change the phase status by clicking the check-box next to the details.
Edit Phase
- Click the edit () icon at the top-right corner.
- Update the phase details.
- 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.
- Click the pin icon at the top.
- Update the phase name if needed.
- 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.
- Open the phase.
- Click the ellipsis icon at the top-right corner.
- Click Delete.
- 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.
- Open the phase.
- Click the ellipsis icon at the top-right corner.
- 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.