Zoho Projects
Custom domain mapping
If you have purchased a domain for your business and you run the company's portal on Zoho Projects, this domain mapping feature will come in handy. All the users in your company will be able to access the portal from your domain name itself. So, your ...
Org settings
Configuration Update Portal Logo Click in the top band. Navigate to Portal Configuration > Org Settings > Configuration > Portal Settings tab. Click the Upload button. Click Choose File and select an image from your local computer. Click Upload. You ...
Tags
Tags help to reference modules in search and filters. Enable tags and associate them with projects, milestones, task lists, tasks, forums and status. How to enable tags? Click on the top right corner of the page. Select Org Settings under the ...
Currency
Business transactions are not limited by geographies. Currency allows you to track and manage project costs using base currency set for your organization. Set an exchange rate to determine the value of the project in the base currency. Benefits View ...
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 ...
Sync with other calendars
Sync Calendar with MS Outlook Log into your portal and select the required project. Click Calendar and select in the upper-right corner, and then click the ICS help link. Copy the gcalendar link. Open the Outlook 2010 application and click ...
Schedule meetings
You can also schedule meetings from the calendar. To schedule meetings, you need to upgrade your Zoho Meeting subscription and activate the integration in Zoho Projects. Know more about Zoho Meeting Integration. Select the required project ...
User based calendar
You can view the calendar events based on a project user or project activity such as milestones, tasks, etc in Zoho Projects. In addition, you can sync your Zoho Projects calendar with MS Outlook using the gcalendar / icalendar link available in ...
Edit or delete events
You can edit or delete the created project events if required. The calendar, by default, displays the current month with its scheduled tasks, issue, events and so on. Select the required project and click Calendar. Select Events, click the selected ...
View events in calendar
You can filter calendar views based on Tasks, Milestones, Bugs or Events for any time period. In addition, you can also delete the created project events. View all Project Activities To view all the project activities like the task, milestone, bugs, ...
Schedule events
Scheduling an event with your team will help you track the status of the project. Say for instance, if you are approaching a milestone and you would like to know the status of the milestone, how many tasks are completed, how many are in overdue etc. ...
Project calendar
Get all your project activities embedded in one place and view how engaged you're using our Calendar module. Projects calendar is an easy way to securely and quickly organize meetings, events, schedule appointments, manage deadlines and more - all ...
Pages
Zoho Projects can be your company's intranet with a comprehensive set of features that allows your business to grow by enhancing information flow within the organization. It provides project teams and businesses the flexibility to access ...
Pages
Zoho Projects can be your company's intranet with a comprehensive set of features that allows your business to grow by enhancing information flow within the organization. It provides project teams and businesses the flexibility to access ...
Organize topics across categories
You can organize forum topics within their categories, making it easier to sort, view, and reply to forum posts. Add a Forum Category Select the required project and then click Forums. Scroll through the right panel and then click the Add Category. ...
Engage project users
Post a forum topic and engage with users to share their ideas as comments. You can view the total number of replies, post a new reply, or update comments that you've posted. Post a Reply Click on a forum topic to open it. Click Post Comment next ...
Forums
If your team needs to communicate outside of the office, across vast distances, or with a lot of people, a forum is the perfect facilitator. With an online interactive forum, you can post a topic, discuss critical ideas and help retain knowledge in a ...
Other file operations
You can perform lot of actions on your files. Simply right click on the file to open up more options. Add tag Navigate to the file that you wish to add a tag. Right click on the file and select Add tag. Add necessary keywords in the text box. ...
Share files
Share files with your friends inside or outside the project portal. Only the Portal Owner and users having the Admin profile can share files in Zoho Projects. Navigate to the file that you wish to share. Right click on the file and select Share. You ...
Organize documents
Organize your project files based on a category. You can group all your marketing collaterals in a folder and sales documents in another folder, so that it's easy to pick out them. You can add, edit and delete folders in Zoho Projects. Folder View ...
Upload files from cloud
Zoho Projects allows you to browse and upload your files from your personal desktop, and cloud services such as Google Drive. You can upload any file type like *.jpg, *.png, *.doc, *.docx, *.ppt, *.xls, *.csv, *.mpeg, *.zip, *.wmv etc. ...
Upload files from desktop
Zoho Projects allows you to browse and upload your files from your personal desktop, and cloud services such as Google Drive. You can upload any file type like *.jpg, *.png, *.doc, *.docx, *.ppt, *.xls, *.csv, *.mpeg, *.zip, *.wmv etc. ...
Create presentations
Select Projects. Navigate to your project and select Documents in the left menu. Click New in the upper-right corner. Click Presentation. Give a name for your document and click New. You can also choose to place the new document under a different ...
Create spreadsheets
Select Projects. Navigate to your project and select Documents in the left menu. Click New in the upper-right corner. Click Spreadsheet. Give a name for your spreadsheet and click New. You can also choose to place the new document under a different ...
Create documents
Select Projects. Navigate to your project and select Documents in the left menu. Click New in the upper-right corner. Click Document now. Give a name for your document and click New. You can also choose to place the new document in a different ...
Update or modify the status of the work items
In the feed section, you can modify a work item's status according to its context. i.e, When a task is updated, you can complete it from the feed itself; when a task is already completed, you can reopen it from the feed itself. That's how it works. ...
Check feed
Check Feed Across Projects Navigate to the Feed tab in the top band to check the feed across projects in your company. By default, the feed will be loaded with the latest activities. You can find them under the Feed section in the main body of the ...
What is a feed?
What is a feed? A feed is an update. It's a web notification about something that happens around you. Like how you check the latest updates in your Facebook and Instagram accounts to stay well informed about your friends and family; Feed in Zoho ...
Add a status
You can quickly post a status or share your thoughts with portal users. Use @ to mention users or # to tag tasks or issues. Type in your Status. To mention or tag someone in the status, prefix the ‘@‘ symbol before their name. To tag tasks and bugs, ...
Edit or delete custom views
Hover over the custom view to enable the edit and delete options. Select the required option.
Save custom view
Save custom views You can now save your filter selection to an existing custom view or save it as a new custom view. To do this, first select your filters: Select the required custom view. Click . Choose the required filter options and select Find. ...
Create custom view
You can customize your view based on specific criteria. Feature Availability: Express, Premium, and Enterprise plans. Click on the current view and select Create Custom View. Set up the desired criteria to create the custom view. You can click to ...
Kanban view
Kanban cards are an easy, dynamic way to create and visualize your workflow. In Kanban view, issues are arranged by status such as To be tested, In progress, Complete and so on so that every team member knows what’s required to be done at any time. ...
Import issues
Zoho Projects allows you to import issues from other issue trackers into Zoho Projects. But, before importing into Zoho Projects, you must first export the data from the other issue tracking system is in the desired file format and then import the ...
Export issues
Export issues to an xls or csv file. Navigate to a project and click Issues from the left navigation panel. Click and choose the Export Issues option. The issues are exported in xls or csv format. You can also choose to export issues ...
Customize columns
Customize columns You can customize columns in the issue List view based on your preference. Click and choose Customize Column. Select Default View or Compact View. Compact View shows more issues than the Default View. Select the desired columns to ...
Update issues
You can update issue details such as Assignee, Due Date, Status, and others for multiple issues with one click. Select the check box next to any issue to enable the Update option. Select the Update check box to update all the issues. You can also ...
Associate task with an issue
There will be instances where you might wish to associate tasks to an issue so that it's easy to track and close the task as well as the associated issue. While completing tasks, you can opt to enable or disable the alert message about the associated ...
Associate issue with a task
There will be instances where you might wish to associate issues(s) to a task so that it's easy to track and close the task as well as the associated issue. While completing tasks, you can opt to enable or disable the alert message about the ...
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