Zoho Projects
Which mobile platforms does Zoho Projects support?
Our mobile apps run on the following mobile platforms: - Google Android version 4.1 and above - iOS 5.1 and above
Which browsers does Zoho Projects support?
Zoho Projects supports the following browsers: Microsoft Edge - 38.14 and above Google Chrome - 65 and above FireFox - 60 and above Safari - 10 and above We request users to upgrade their browsers to the latest ...
How do I delete my Zoho account?
To close your individual Zoho account, log in to your Zoho account and proceed with the following steps mentioned in our user guide.
Can I send a personalized message to a user within a project?
Yes, you can send a personalized message to a user in two different ways. Click the user, select Send Message, and enable the Send as Direct Message option. In the STATUS tab, type @ to mention the user, and enable the Send as Direction ...
How do I find all my project activities in one page?
Place the cursor on your user profile and click View Profile. Now, you can view your project activities in the Activity Stream. Also, you can view the project activities of all the users by selecting Activity Stream in Other Actions in your ...
How to organize the project tabs for both portal and client users?
ou can enable the project tabs visibility to both your portal users and client users by choosing the Project Customization at the top right corner of your projects page. In the PROJECT TAB ORGANIZE, enable the requisite tabs in the For Project ...
Where can I view the entire project progress?
A detailed project progression status is visible in the Project Progress. This will help you to view the actual and planned status, top five users in your projects, the percentage completed for all the project activities in the specific project. This ...
How to manage my projects using my personal email id?
Every project will hold a set of unique email alias for all its project entities like tasks, documents, forums and bugs. The general format for email alias is <->@zohoprojects.com. You can add project entities from your personal email id and manage ...
Can I close a widget?
Yes, you can. Click the close icon in the upper-right corner of the widget to close it.
Can I create my own widget or customize an existing one?
Sorry, you cannot create or customize widgets. Zoho Projects offers predefined widgets only.
How do I reopen a widget that I had recently closed?
Click the ellipsis icon in the upper-right corner of the page. The widget that you closed will be shown in grey. Toggle it to green. Click Save.
I want to view my tasks in all the projects in which I have been associated. How do I do it?
Click View More in the upper-right corner of the widget for which you would like to get a detailed view. To navigate to another widget from the current widget's detailed view, click the widget's name in the upper-left navigation section of the page.
Can I switch back to the widget view from the detailed view?
Click the back-arrow icon in the upper-left corner of the page to go back to the widget view.
Why am I not able to access the Global Reports widget?
The Global Reports widget is available only in the Enterprise plan of Zoho Projects.
For how long can I use Free Edition of Zoho Projects?
You can signup for a Free Plan with 5 Users. By using a free edition plan, you can manage one project, attach files upto 10MB disk space and you can also use it forever. Note: Subtasks, Task duration in hours, Recurrence & Reminders, Project ...
Can I upgrade / downgrade or cancel a plan at anytime?
Yes. Zoho Projects is a pay-as-you-go service so you can upgrade, downgrade, or cancel at any time.
What kind of payments do you accept?
We currently accept payments via Visa, MasterCard, American Express. Upon user request, we accept payments via the merchant gateway. For related payments, you need to have an account with our merchant gateway. In addition, we also accept payments via ...
What kind of payments do you accept?
We currently accept payments via Visa, MasterCard, American Express. Upon user request, we accept payments via the merchant gateway. For related payments, you need to have an account with our merchant gateway. In addition, we also accept payments via ...
Do we lose all data in our account if not renewed on time?
No, you will not loose your data. If the renewal fails, all the projects except one will be deactivated. Once you renew your paid account, you will be able to access the data again.
Do you provide us any buffer time to renew our account?
Our merchant gateway, will try transacting the plan amount for 7 consecutive days from the actual renewal date. If the payment fails on the 7th day, the account will be automatically downgraded to the Free plan. For example: If your renewal date is ...
Will the previous project data be available after I renew my account?
Yes, you will be able to access your data once your Zoho Projects account is renewed.
Apart from online payment, is there any other way of making payment?
Yes. The other modes of payment are Wire Transfer and Cheque. These modes are accepted only for the yearly subscription.
Does the Enterprise plan ($150/month) have any limit on projects or users?
The Enterprise plan of Zoho Projects supports Unlimited Projects and 25 users. You can always purchase additional user add-ons if you want to add more users to your portal. Learn More.
How can I upgrade to a higher plan?
The portal owner is the only person who can upgrade the account. Learn more. You can upgrade from one plan to the other at any time.
How can I downgrade from a higher paid plan to a lower paid plan?
To downgrade your plan, you can check out the Upgrade/billing details for better understanding.
How can I downgrade from a paid plan to a free plan?
Only the portal owner can downgrade the account. Learn more.
GDPR Compliance in Zoho Projects
The General Data Protection Regulation (GDPR) came into effect on May 25, 2018. Zoho Projects is committed to protecting your information when you use our services. Any information you provide is processed in accordance with applicable data ...
Cancel your subscription
Cancel the Subscription Plan You can cancel your subscription plan if required. Click your Profile in the upper-right corner of the page. Select Subscription Details to view the pricing details. Click Change Plan in the right corner. Hover over the ...
Modify credit card details
You can change your credit card details if required. Click your Profile in the upper-right corner of the page. Select Subscription Details to view the pricing details. Hover over the Credit Card in Payment Method and click Change Credit Card. Modify ...
Switch to yearly subscription
You can switch from monthly subscription plan to a yearly subscription. Click your Profile in the upper-right corner of the page. Select Subscription Details to view details. Click on Switch to Yearly to change your subscription.
Upgrade or downgrade the subscription plan
If your current plan is not enabled with some features that you require, you can upgrade or change your existing plan to another plan in Zoho Projects. You can also downgrade your subscription plan if required. Certain features are available only in ...
Upgrade or downgrade add-ons
You can purchase additional users in the Express, Premium, and Enterprise plans anytime. Click your Profile in the upper-right corner of the page. Select Subscription Details to view the pricing details. Click Upgrade Add-Ons to purchase additional ...
Upgrade from free to paid plan
You can upgrade from a free plan to any of the paid plans in Zoho Projects based on your business needs. Click your Profile in the upper-right corner of the page. Select Subscription Details to view the pricing details. Choose a plan according to ...
Download payment invoice
You can view the payment history and also download the required invoice from Zoho Projects. Click your Profile in the upper-right corner of the page. Select Subscription Details to view the pricing details. Hover over the Payment History and ...
Issue reports
Issue Reports give deep insights on the status of the issues. Issues can be analyzed based on numerous parameters. Feature Availability: Premium and Enterprise plans Basic Reports Basic reports show the status of issues using the most common ...
Compare baseline
Baseline comparison gives an insight on the open tasks and the total time spent on them. Create baselines to compare and analyze project changes over a given time period. Navigate to a project and then select Gantt & Reports > Milestone Gantt. ...
End variance
End variance tracks the delay in the completion of tasks. It is the difference between the baseline finish date and the current end date of the task. Baseline finish date is the initial estimated task completion date.
Slippage
Slippage tracks the tasks that haven't started yet. It is the difference between the baseline start date and the current start date of the task. Baseline start date is the original start date of the task. Navigate to a project and then select Gantt & ...
Edit or delete a baseline
Navigate to a project and then select Reports > Milestone Gantt. Click in the upper right corner. Hover over the baseline and click . Enter a new baseline name. Click Save. Hover over the baseline and click to delete a baseline. Deleting a ...
Set a baseline
You can set a baseline with the help Milestone Gantt chart. Navigate to a project and then select Reports > Milestone Gantt. Click in the upper right corner. Click Set Baseline. Enter the baseline name and click Set Baseline. A baseline is ...
Next page