Phases | Online Help | Zoho Projects mobile app

Phases

Phases listing page 

The Phases tab lists the phases of the project.

Access Phases

  1. Go to the Projects module.
  2. Choose a specific project.
  3. Tap Phases.
 
 
Below are the features available within the Phases listing page:

Add Phase

  1. Click the icon at the top-right corner.
  2. Enter the required information.
  3. Click Save.  
 

Search Phases

Click the icon at the top to find a specific phase across all projects.
 

 

Group and Sort  

  1. Click the icon at the top-right.
  2. Select a Group by criteria.
  3. Select a Sort criteria.

View by  

You can choose to view all the phases at once, or see those that are upcoming, overdue, or completed using the View by option.
  1. Tap the current view under View by.
  2. Choose the desired view.

Filters  

You can filter the phase by flag and tags if needed.
  1. Go to the phase listing screen.
  2. Click the filter icon .
  3. Choose the desired filter option.
  4. Click Apply

Phase details page   

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


   
Below are the phase details that will be available in the details page:

Business card view of Phase 

  1. Phase name
  2. Start date of the phase
  3. Tags 
  4. End date of the phase 

Edit Phase   

  1. Click the edit icon  at the top-right.
  2. Update the phase details.
  3. Click Save at the top-right corner.

Delete Phase   

Delete the phases that you do not need any longer.
  1. Open the phase.
  2. Click .
  3. Click Yes to confirm your action. 
Notes
Deleted data cannot be recovered.

Copy URL   

You can copy the URL of the phase using this option.
  1. Open the phase.
  2. Click at the top to copy the 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 checkbox beside the task name.  


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