Create project

Create project

Add a project

After you create your team:
  1. Click Create a New Project.
  2. Enter the Project Name, select the Owner and Group, choose the Start and End Dates, and type an Overview about your project.
  3. Click Next to invite users to your project and fill in your project settings. 

Invite users

  1. Search for an existing user or enter a new email address in the Email Address field.
  2. Select the Role.
  3. Click Add More if you have filled the first five email address fields. You can add only five users, if you are on a free plan .
  4. Click Next to set the prefix and estimation type.
  • All Team Admins are added to the project by default.
  • The Add More option will only appear after you have filled the five existing email fields.

Set prefix and estimation type

  1. Enter a new prefix no longer than three letters.
  2. Choose the Estimation Type.
  3. Select either Fibonacci or Custom series to define your estimation type.
  4. Type the estimation points if you have selected Custom.
  5. Click Create to create a new project.
  • All the reports are generated based on the estimation type that you set while creating your project.
  • If you don't enter a prefix, the default prefix will be used.


How is an estimation type defined in Zoho Sprints?

You can customize the estimation points to numerical values up to three-digits long. When you select the custom estimation type you can enter up to fifteen fields.
  • You should enter at least three fields.
  • When you modify the estimation type of your project, the existing values will be replaced with the new values.
  • Enter the points only in ascending order.
For example:

If you have set the custom estimation points as 10, 20, 30, 40, 50, 60, 70, and 80. According to your business requirements, you require only 6 points so you modify the estimation points to 5, 10, 15, 20, 25, and 30. The first five existing values will be replaced with the first five new values and the other two 70 and 80 will be moved to unestimated.

View all projects

After you create the projects in your team, all the projects will be listed as cards in the All Projects page. You can also directly add projects from this view using either of the following methods:
  1. Select Projects to view all the projects in your team.
  2. Click Create in the upper-right corner.
  3. Click + Project.
  4. Click Create New in the next card.

Quick add project

To quickly add projects in your team, you can skip the inviting users and project settings options.
  1. Enter the project details in the Create Project section.
  2. Select Quick Create to create projects quickly.

Did you know?

You can copy and paste the project details and generate it as a report in excel. Read more. 

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