Zoho Projects
Profiles
A user's profile determines the level of access within the organization. Zoho Projects classifies profiles into two categories. User Profile: These profiles are assigned to portal users. Users in this profile can access modules with both internal and ...
Profiles and Roles
Users perform different functions based on organization’s structure and their individual designations. While some users can perform all the actions in a portal and see all critical project information, some need only limited access. ...
Client users
A company or organization for whom the projects are done, is called a client company E.g., Bowman Furniture's is a client company. A user who can view the progress of the client company project, Eg: paul@bowman.com is the client user of that ...
Import from Jira
Thank you for considering Zoho Projects. If you are ready to migrate your data from JIRA Cloud into Zoho Projects, follow the steps given below to import your data. This feature is not available for Zoho CRM Plus and Zoho One users. Prerequisite ...
Import from Basecamp
We’re happy to announce a super simple way for you to get your data into Zoho Projects from Basecamp. With a couple of clicks you can free your data from Basecamp. We currently support migration from Basecamp 2 and Basecamp 3. This feature is not ...
Import from XLS/CSV/JSON/MPP
You can now import MPP/ MPX/ XLS/ JSON/ CSV files into Zoho Projects and start collaborating. Select a project in Projects and choose the Task module. In Classic View, click in the upper-right corner and then choose Import Task. Click Choose File and ...
Create task dependencies in templates
Setting dependency between tasks is the best way to track their progress. You will be able to set dependency between tasks of the same project in Project Templates . Know more about task dependency. Create task dependency from tasks Navigate to > ...
Create project from a template
Create a new project using a project template Navigate to Projects and click New Project in the upper-right corner. Select the existing project template in the Choose a Template field. Enter the Project Start Date of your project and fill in other ...
Project templates
Project templates can help you manage your work more efficiently. You don't have to repeatedly enter the same tasks, and can thus save time and be more productive. Project Templates can be accessed from the project list view or from the setup page. ...
Task templates
Add a task list template Click in the upper-right corner. Select Templates in Portal Settings and click Add Task List Template in the upper-right corner to add a new task list template. Edit / delete task list template Hover over the desired task ...
Gamescope settings
Awards and accolades are always special in the workplace. They motivate employees to complete their work with great efficiency. In Gamescope, we give trophies and badges when players complete different levels. The users can edit the points for the ...
Games in Zoho Projects
Play games and have fun at work in Zoho Projects. Games are mostly added by the Admin who organizes the games and adds the players. The project users can also add games and play with selected team members, but they cannot edit the Gamescope settings. ...
Data administration
Check your storage details, import data from other services, or take backup of your portal data. You can view the audit log of all portal activities. Storage Details Navigate to > Data Administration. Click Storage. View details of storage space ...
Email alerts & templates
Email alerts are notifications that are sent to the selected users (user roles or project users or client users). When an email alert is associated with a blueprint, it is automatically sent to the specified users after the transition is ...
Service level agreement
Service Level Agreement (SLA) defines the level of service that can be expected from the service provider to the customer. Zoho Projects supports SLA and it is user-defined. You can create escalation procedures in terms of which issues are subject to ...
Custom functions
Automate your issues workflow using Custom Functions. What Is a Custom Function? A custom function is a piece of code that can be used for automating a process. You can write your own function in Deluge and call it from one or more business rules. It ...
Webhooks
Webhook is a developer-friendly module that facilitates automated HTTP notifications to third party applications from Zoho Projects. Using Webhooks , you can configure your own HTTP URLs and associate them to specific business rules in order to ...
Business rules and workflow for issues
Business Rules allows you to organize the bugs more efficiently by setting criteria that match your project requirement. Business Rules are applied to bugs based on the rule list order, when there are multiple business rules. You can add, edit and ...
Notifications
Notifications Notification pattern allows you to notify the respective project users about the details of the issue. You can notify the assignee, reporter or selected resources in the project. You can set the default notification pattern for issues. ...
Email templates for issue notifications
Communication plays a significant role in project management. Emails have become handy in the business world to communicate effectively. Zoho Projects very well understands this fact and it provides Email Templates to customize the automated emails ...
Link issues
Link issues and create dependencies to track and close them. You can associate issues based on a criterion, restrict issue closure, set dependencies, duplicate and clone issues. And you can link issues using the default link types such as Blocks, ...
Web to issue form
Clients can report issues from their websites with the simple to use Web to Issue Form. Navigate to > Issue Settings > Customization and select Web To Issue Form. Click here to create your first Web to Issue form link will open the form. Enter a Form ...
Email settings for issues
Configure email settings, to forward issues to Zoho Projects from your configured mail ID. Email settings allow you to configure an email account as a POP account. In addition, add "@pop.zohoprojects.com" ID as a forwarding address in your email ...
Client permissions
Configure your client permissions and privileges. You can set the default client permissions to view the issues for the selected project. And you can collaborate with your clients and work on the issues. In Client Permissions, select the required ...
Project details
Click in the upper right corner of the top band. Navigate Project Settings > Project Details. You can edit the project information for the all the projects in your company. Select Project. Click the Edit Project link. Modify the project's data ...
Organize tabs
Organize the project tabs based on your choice. You can drag and drop the tabs to reorder and save the new order. In addition, this feature is also extended for client users. Click in the upper right corner of the top band. Navigate to Project ...
Email project management
Zoho Projects now supports email based project management. Now, you can easily manage your projects with emails. It saves time and gets your work done in just a click. You can add notes for your tasks, associate documents with a task, post comments ...
Zia
Zia is an AI-driven chatbot that streamlines your activities in Zoho Projects. Zia has a conversational interface where you can get immediate responses to your questions on tasks, issues, and events modules in Zoho Projects. Zia can also suggest or ...
Zoho Projects Mobile App
Zoho Projects is now completely mobile. Access and control your work from the palm of your hand. Create and work on projects with the Zoho Projects mobile app. Available for iPhone, iPad, and Andorid Phones. iPhone and Android requirements: iOS 8.1 ...
Tags
Tags help to reference modules in search and filters. Enable tags and associate them with projects, milestones, task lists, tasks, issues, forums and status. How to enable tags? Click on the top right corner of the page. Select Org Settings under ...
Gamescope
Project Management is assigning tasks, closing bugs, following projects, reopening bugs, completing milestones, and all those mundane concepts. Not anymore with Zoho Projects! We have now spiced up the existing project activities with Gamescope in ...
Notifications
Notifications: Email Click in the upper-right corner of the top band. Navigate to the Personal Preferences section, click Notifications, and click Personal Email. Toggle switches to manage Task Notifications for the tasks created by you and assigned ...
User profile
Click in the upper right corner of the top band. Navigate to Personal Preferences section and click User Profile. Click to the right of the profile name to update your personal information. You can also change photo, if needed. Pick a theme to set ...
Blueprint
Zoho Projects Blueprint helps you define and design a workflow to automate processes in an organized manner. The main components of a blueprint are statuses and transitions: A status indicates what stage a task is in at a particular point in the ...
Issue layouts & fields
Feature availability Feature Availability: Enterprise plan Navigate to > Portal Configuration > Layouts and Fields > Issues to create custom fields and layouts for Issues. If you are an admin but unable to access the above path, write ...
Task layouts & fields
Zoho Projects supports custom fields and layouts for tasks. Create your own fields and task layouts and use them for creating tasks as per your business requirements. Click here to learn more about access privileges for Custom Fields and Task ...
Formula custom fields
A formula field will automatically calculate and derives its value by referring to the value of the specified fields or the numeric, text, or date values given in the formula. You can customize fields with formulas using functions like numeric, ...
Project layouts & fields
What is a layout? A project layout is used to create a form where the project details are collected. You can create different project layouts based on your project requirements. Initially, all projects will be associated with the standard layout. If ...
Templates
Create a template for your projects, task, and task lists and use them whenever you create similar work in the future. The main use of a template is that it allows you to save your task lists and its related tasks so that you can reuse them in a new ...
Delete portal
Delete your Zoho Projects portal anytime you wish to discontinue our services. Portal can be deleted by the Portal Owner. Ensure that you have taken a backup of your portal data before deleting it. Delete function is enabled if the portal meets the ...
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