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Zoho Projects Review for Small Businesses

Zoho Projects can replace your old-fashioned paper-based processes. It is a project management service by Zoho that allows you to track your projects online and offers real-time updates. 

It keeps you up-to-date about the latest developments and has helpful tools for managing and collaborating with your team. This article discusses the features of Zoho Projects and how it can be beneficial for small businesses.

What is Zoho Projects?

 Zoho Projects is a project management software that helps you plan, organize and manage your projects. It can be used by companies and organizations of all sizes to simplify the complex process of managing projects and workflows.

Zoho Projects offers several features that allow you to manage all aspects of your project from start to finish. You can assign tasks, set due dates and milestones, track time spent on each task as well as communicate with team members through email notifications or chat rooms.

Zoho Projects also allows you to create templates for recurring tasks so that you don't have to spend time setting up new projects every time they come up. 

This feature makes it easy for people who have never used Zoho Projects before to quickly get started with their own projects by following a template that has already been created by another user who has been using this software for years!

How to create a project?

  • To create a new project from the Welcome Screen, follow the steps below
  • Log in to your Zoho Projects account.
  • Click the Create New Project link on the Welcome screen.
  • Enter the name of the project and a detailed description about the project. Choose the appropriate icon for your project from the provided list of icons. (Optional)
  • From the drop-down box, choose whether you would like to create a public or a private project.
  • Assign a group to your project by selecting an existing group or creating a new one. 
  • Click Create Project.

It takes practically no effort to create a new Project in Zoho Projects!

Setting up your first project in Zoho Projects

 Zoho Projects is a web-based project management and collaboration tool that helps you streamline your project management process.

Zoho Projects is available as a SaaS solution, which means that there is no need to install any software on your computer. You can access Zoho Projects from any device with internet access.

Zoho Projects also offers integration with other Zoho apps such as Zoho CRM and Zoho Books, so all your information is stored in one place.

You can use Zoho Projects to create project schedules and assign tasks to team members. You can also share files with your team members and update them on the progress of the project.

Zoho Projects allows you to store all your project documents in one place — whether they are Microsoft Office documents or images — so you don't have to worry about losing them while working on a project.

How do I add and manage users?

  • Go to your project's Admin tab and click on the Users section.
  • This will open up your project's user management page. It displays all the users who have access to your project, including those who have been disabled or deleted.
  • This page offers action buttons for each user that allow you to: Edit Roles and Permissions, Enable/Disable, Delete, or re-invite.

If you want to manage users, go to the admin tab then the users section.

How do I add tasks to my project?

Creating a task in MS Project is easy. All you need to do is click the "Insert" tab, then click "Tasks" and then choose "Task." You can choose to create a new task, or edit an existing one by selecting it from the drop-down menu.

You can also create multiple tasks at once by clicking on the "Insert" tab, choosing "Tasks," and then selecting "Multiple Task." Enter the Name and Duration of each task, as well as any other relevant details such as Task Type or Resource Assignment. You can also choose whether or not you want these items to be recurring tasks by checking or unchecking the Recurring box next to each item.

If you want to create summary tasks in MS Project, simply click on the "Insert" tab and choose "Summary Task."

How do I add milestones to my project?

A milestone is a significant event in a project's lifecycle. It is an essential part of any project management software and can be used to track the progress of your work. You can use milestones to prioritize your tasks, as well as monitor different phases of a project.

You can create a milestone in Zoho Projects by going to the Tasks page, clicking the Add button and choosing Milestone from the drop-down list. You will then be prompted to enter details such as its name, start date and end date.

Milestones help you keep track of your progress and make sure that tasks are completed on time.

How do I assign people to a task or milestone?

 When you assign tasks to your employees, you let them know what needs to be done. Tasks can be assigned in Microsoft To-Do, Teams, or Zoho Projects.

In Microsoft To-Do, you can assign a task to someone by clicking on the Assign button and choosing the person who will work on the task. You can also add comments to your task and set reminders for it.

In Teams, you can assign tasks directly from the Team Hub or from your team's main page. Just click on the New Assignment button and choose who should work on it. You can add comments to your task and set reminders for it as well.

In Zoho Projects, you can also assign tasks directly from the Project Homepage or from within a particular project. Click on the Assignments tab and then select who should work on each task. You can add comments and set reminders for each task as well.

How do I schedule tasks?

You can schedule tasks in Windows 10 using the Task Scheduler. You can open it from the Start menu by typing "Task Scheduler" into the search box, or by hitting Win+R, then typing "Task Scheduler" and hitting Enter.

Once the Task Scheduler window opens, you'll see a list of available tasks on the left side. You can use this window to view any scheduled tasks and change their settings. To create a new task, click "Create Basic Task..." at the bottom of the screen.

The wizard will walk you through creating a task. Choose how often you want your computer to run this task, then give it a name and description (like "Check email every 30 minutes") and choose when you'd like it to run (e.g., during weekdays between 8am and 5pm). Once you've created your task, click Finish!

How do I use the Gantt chart in Zoho Projects?

  • Gantt charts are a great tool to help project managers visualize progress.
  • The Gantt chart shows the start and end dates of various tasks in your project.
  • You can see a high-level view or drill down into the specific details of each task and its dependencies with other tasks.
  • The information you want about each task is displayed in columns for easy viewing.
  • Gantt charts help you identify potential problems with your schedule, so you can plan how to deal with them when they arise and keep your projects moving smoothly forward.
  • You can move tasks around on the Gantt chart to set up dependencies, create milestones, and more.

Gantt charts are great for visualizing which tasks depend on others and for seeing where potential scheduling problems may lie.

How do I set up alerts and notifications in Zoho Projects?

 Zoho Projects has a lot of features, and it can be hard to keep track of them all. Luckily, we've got you covered with this quick guide on setting up alerts and notifications in Zoho Projects!

You'll be able to keep an eye on your projects, tasks, and team members without having to spend all day checking things off manually. So let's dive right in.

Setting up alerts and notifications in Zoho Projects is easy—you just need to know where to look for the options.

First, head over to the Settings tab in your project view. You'll see a bunch of different options listed there: Alerts & Notifications is one of them. Clicking on it will bring up a list of all the different things you can get alerted about as well as how often they should be sent out (daily? weekly?). You can also choose how many hours before or after an event occurs before you receive an alert about it.

Now that you've set this up for yourself, go ahead and add some additional users who might benefit from these alerts as well! Just click on the Users tab at the top left corner of the screen then select Add User from there. From here, enter their name along with any other information they might need...................

Getting started with Zoho Projects is easy!

  • In this part we'll discuss the basics of getting started with Zoho Projects
  • Learn about how to customize your dashboard to see the most relevant information quickly.
  • Find out how to access the tools you use most often, like Reports and Documents.
  • Learn about how this feature makes it easy for your teams to log the time they spend on tasks
  • Learn about how to organize your projects by category.
  • Learn how you can easily create and assign tasks to team members.
  • Learn how you can add files as attachments to a task and comment on them.
  • Learn about how you can keep track of the progress of each task.
  • Learn about how you can set permissions for who can access different features of your project.

Once you have mastered the basics, there are more advanced features that will help you streamline the project management process.

Zoho Projects is a great tool for it's ease of use and effective way of setting up a work management platform. In fact, many companies will find this solution useful for their work, or even as a way to get started on managing projects. 

For example, as a small business you can use this tool to manage your network information, installs, monitoring and support of computer networks.  

Another business could use this solution to track marketing efforts, or if they are a web design firm it could even be used by graphic designers. Regardless of the industry where time and managing projects is critical, the flexibility in this tool can easily be used to the advantage of their business.