Découvrons Zoho Projects 8.0 : Rapprocher les fonctionnalités et l'expérience utilisateur

Découvrons Zoho Projects 8.0 : Rapprocher les fonctionnalités et l'expérience utilisateur



La nouvelle version de Zoho Projects a été conçue avec la mission de rapprocher les fonctionnalités et l'expérience utilisateur, afin de créer une plateforme sur laquelle il est agréable de travailler. Nous croyons fortement que Zoho Projects 8.0 peut faire cela !
 
Zoho Projects 8.0 est doté d'une toute nouvelle interface utilisateur conviviale et intuitive . Avec une vue éditable des feuilles de travail, des modèles spécifiques à chaque secteur d'activité, une application mobile améliorée et plus encore, la 8e version a de quoi satisfaire tous les utilisateurs - existants et nouveaux, de divers secteurs d'activité, travaillant au bureau ou à distance. Découvrons les nombreux avantages de Zoho Projects 8.0.
​

La navigation facilitée

Que vous ajoutiez des étapes ou des tâches, que vous créiez un projet complet à partir de zéro ou que vous personnalisiez les détails d'un projet, avec les flèches de votre clavier, le travail est fait en un rien de temps. Cela signifie que vous n'avez pas besoin d'ouvrir la page des détails à chaque fois. Vous pouvez également déplacer vos tâches entre les listes de tâches et les jalons, vos sous-tâches entre les tâches, et ajouter des tâches prédécesseurs et successeurs pour les dépendances à partir de la page de détails des tâches, afin de simplifier votre organisation tout en gagnant en efficacité.


Gantt Charts

Nous avons modifié l'emplacement du diagramme de Gantt. Vous pouvez désormais y accéder directement dans la vue en liste et mettre à jour les éléments de travail en masse à partir du diagramme lui-même. Les vues quotidiennes, hebdomadaires, mensuelles, trimestrielles et annuelles de la chronologie du projet sont prises en charge, permettant de visualiser le travail depuis le point de vue qui vous intéresse, afin d'être toujours sur la bonne voie. En plus des rapports de Gantt habituels pour les tâches, vous pouvez également générer des rapports de Gantt spécifiques aux jalons et aux projets, et exporter ces données à tout moment.

 

Personnaliser selon vos goûts

L'icône de personnalisation située dans le coin en haut à droite de l'écran vous permet d'ajouter facilement des champs personnalisés. Il existe également plus de 20 modèles de projets adaptés aux besoins de différents secteurs d'activité, ce qui vous permet  d'éviter de créer des projets à partir de zéro. De plus, la possibilité vous est offerte de créer et de personnaliser des mises en page privées pour certains projets, tout en gardant les autres projets en l'état. Transformez chaque projet en un succès, avec une facilité accrue.
 

Automatiser à tout moment

Nous avons également introduit l'automatisation dans la vue en liste. Plus besoin d'aller à la page de configuration chaque fois que vous souhaitez créer des règles de flux de travail pour des projets ou des tâches. Mettez l'accent sur l'automatisation et faites en sorte que les tâches routinières fonctionnent à votre convenance.


Une interface utilisateur améliorée

Vous pouvez ainsi effectuer des modifications, éditer les détails d'un projet, mettre à jour en masse des éléments de travail ou inclure des commentaires et des pièces jointes directement à partir de la vue du tableau Kanban. Un clic droit sur des modules tels que Liste, Kanban ou Gantt fait apparaître un menu contextuel qui vous permet d'effectuer des actions pertinentes, telles que consulter les détails du projet, cloner des tâches ou personnaliser les couleurs des barres de Gantt. Une page dédiée aux détails du projet s'ouvre si vous avez besoin d'informations spécifiques au projet ou si vous souhaitez apporter des modifications à votre projet.

Une expérience utilisateur améliorée sur mobile

Nous avons également étendu l'affichage des listes aux appareils mobiles et aux tablettes, afin que vous puissiez profiter d'une expérience utilisateur homogène et standardisée sur toutes les plateformes. En outre, vous avez désormais accès aux tableaux de bord des projets et au module Calendrier sur les plateformes Android et iOS. Et bien plus encore est à venir !


Bon à savoir

Zoho Projects 7.0 sera  inaccessible après le 31 mars 2024. Nous vous recommandons donc fortement de passer à la dernière version dès que possible. Nous avons hâte que vous l'essayiez !
N'hésitez pas à nous faire part de vos commentaires et de vos réactions sur les fonctionnalités préférées de la nouvelle version.
 
Plus simple, plus pratique, c'est Zoho Projects 8.0 !

L'équipe Zoho France

    • Sticky Posts

    • Les Zoholics sont de retour !

      Bonjour à tous,  Nous avons (encore une fois) une bonne nouvelle à vous partager : nous allons enfin pouvoir nous rencontrer ! Et pas dans n'importe quel contexte, mais lors de notre conférence annuelle : les Zoholics ! Mais que sont les Zoholics me direz-vous

    • Novembre : un résumé de ce qui s'est passé le mois dernier sur Community

      Bonjour à tous,  L'année 2021 arrive presque à sa fin, mais nous continuons à avoir de nombreuses actualités à vous partager. En voici un résumé ! Nous avons eu notre première session "Ask The Experts" sur notre nouvelle version Zoho One 2021 et vous

    • Août : Un résumé de ce qui s'est passé le mois dernier sur Community

      Bonjour à tous, Et bonne rentrée ! Comme chaque mois voici un résumé de ce qui s'est passé sur Community et dans l'actualité de Zoho en général. La grande nouvelle de mois d'Août est l'arrivée de la fonction Canvas : le premier studio de conception pour

    • Juillet : Un résumé de ce qui s'est passé le mois dernier sur Community

      Bonjour à tous, Le premier mois de l'été se termine, et si certain profitent d'un repos bien mérité, sur Community on continue à en apprendre toujours plus sur nos produits Zoho. Notre série sur Zoho CRM se réinvente avec la découverte de notre fonction

    • Community Digest - Résumé de mai 2021

      Bonjour à tous, Que s'est il passé en Mai sur notre page Community France ? En plus de nos articles Trucs et Astuces, vous avez été nombreux a réagir, nous poser des questions ou encore publier vos propres conseils ! Vos les différents sujets abordés

    • Recent Topics

    • Multiple date selection

      Hello, we want create app for our company. We need create tasks for our employers. For example - 1 employer have task every Friday the whole year. Second have task every Monday for 6 months. For simple way create Multiple date selection in date form

    • Book project costs to tasks

      Hi all, New to zoho but far from new to this sort of platform. I've been scouring the web for a suitable platform for my growing business. I'm currently using Xero and WorkFlow Max but it lacks a key need. I signed up to zoho projects and books to test

    • SalesIQ-Desk integration update: Seamless helpdesk ticket editing in-chat!

      Did you know you can now edit your desk support tickets within SalesIQ? Happy to announce the latest update to the SalesIQ-Desk integration. Managing your customer support tickets within SalesIQ just got even smoother and better. No more toggling between

    • Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

      it is really annoying.

    • Tags on notes aren't syncing correctly on Android

      I've created notes on the desktop version that have several tags assigned, but on both my Android devices those notes only have ONE of those tags instead of all of them, despite the actual content of the note being correctly synced, and I'm also starting

    • Campaign API Error 2001

      I'm getting a 2001 Error stating "Error in subscription. Please try after some time." I've waited but it continues to persist. I"ve copied and pasted the exact request on the API website yet that doesn't work either.

    • How to list Expenses that have not been matched to a Bank Transaction

      In ZoHo books I use expenses to record invoices I receive. I know I should probably uses Bills for this but Bills was not available in the Free edition I initially used. When I upgraded I contunued to use Expenses. I'm trying to find a way of listing

    • How are you handing birthdays?

      I'm deciding on the best way to handle contact birthdays in my set-up. None of the options seem ideal, so I am interested in how others approach this. The aim is to have a usable ui to track birthday without knowing or requiring the year. I'm currently

    • Fiverr is better than Zoho Partners

      For anyone out there looking for help with Zoho Creator's confusing Deluge, I highly recommend hiring NON ZOHO PARTNERS on Fiverr. I've had much better experiences with those who are NOT certified by Zoho. Almost every single "certified" zoho partner

    • Marketing Automation pour maximiser le ROI : évaluer les performances et optimiser les campagnes

      Le Marketing Automation a transformé la manière dont les entreprises mènent leurs actions marketing, offrant une solution efficace pour simplifier les processus, améliorer la productivité et, surtout, maximiser le ROI. Dans un environnement commercial

    • Spotlight series #25 - Create presentation outlines using Zoho Show's Chrome extension

      Hello all, the feature in this month's spotlight is Zoho Show's Chrome extension. The first step to creating a good presentation is outlining your ideas—a crucial process that sets the foundation for everything that follows. But this often involves extensive

    • Will zoho thrive be integrated with Zoho Books?

      title

    • Multi-line fields character limits

      Is there a way to set the character limit higher on multi-line fields so that we are not losing information pasted into the field? When the text is entered or pasted, there is no error to say that the text is too large. After saving and going back to view most of the text is gone.   Also, when viewing the resume, the text is not wrapped in the multi line fields and can t be read without scrolling across the page.

    • Workload Reports

      Under Reports > Workload Reports, would it be possible to get Kanban view sorted by Task Owner? Seems like it'd be an easier/ quicker view of how many tasks are assigned to each user and what status they're at. Also gives you more information about the

    • attributed automatically database section

      Hello everyone and happy holidays... here in zoho CRM, I created 3 bases: - Properties (House, apartment ...) - Transactions (Notaries, ...) - Real estate ads I want when the address is identical on these three bases, that in "Properties" the transactions

    • Custom Module I made shows the records I uploaded are there but they are not showing up.

      Here's a screenshot of the module - It shows there are around 2000 records but it says that there aren't any. The module is viewable by administrators and I am on an administrator account so I am not sure why the records aren't showing. Any help would

    • Webform & spam

      Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the  amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks

    • Need Help with Journey in Zoho Marketing Automation

      Hello everyone, I’m new to Zoho Marketing Automation and am trying to build a journey that triggers based on the contract end date of customers. My goal is to send them an email with an ebook one day before their contract ends. To achieve this, I used

    • Announcing Trident desktop app for Zoho Mail & Zoho Workplace users

      Hello Community, I hope you are doing well and staying safe. As you know, our Mail & workplace teams have been constantly working on adding more value to our offerings to ensure you and your organization continue enjoying your Zoho experience. As part

    • Kudos to the Zoho Flow Team!

      Hi Zoho Flow Team, Way to go on the new design—it looks fantastic! We especially love the festive touch with the Christmas decorations. It's a delightful and thoughtful addition that brings a bit of holiday cheer to the experience. Keep up the amazing

    • Website not found when trying to unlock Zoho vault with fingerprint(authenticator) in windows 11

      Whenever I try to unlock the Zoho vault with fingerprint(authenticator) it shows the Website not found on the server. To replicate the issue follow the below steps: Download the zoho vault extension and login. And now open the zoho vault extension ->

    • Kaizen #170: FAQs on Notification APIs

      Hello all!! Welcome back to another post in the Kaizen series! In this post, we will address the most frequently asked questions about Zoho CRM's Notification APIs from the Zoho CRM Developer Community Forum. Notification API This API allows you to subscribe

    • Extracting data from cells in zoho sheets for zoho books

      I am currently uploading my bank statment in excel format to zoho workdrive. I would like flow to extract certain data and send it to zoho books. Would scripting in zoho flow be able to help me with this? By this I mean should I attempt this in zoho flow

    • Multiple templates (Settings > Email templates)

      Hi Zoho, We would like to have more options to select a template when sending an email in Zohosign. Currently we can only add 1 template per option: Is this possible? Kind regards, Tristan

    • How to find the number that appears most often in a list (the Mode of a list)

      I have a list that contains a list of 5 string values. I want to find which value is repeated most often and place that value into a single line text field Example List1 = Learning,Learning,Shaping,Leading,Learning In List1 the value “Learning” appears

    • Sorting and previewing notes

      I use the method of sorting notes by edit date in both the desktop and android clients, newest notes on top. When I edit a note on Android and exit it to the notebook, it does not move to the very top. Only when I exit the notebook and enter it again,

    • Pivot table with Text values - "Matrix Report"

      User Story - As a user, I would like the ability to display textual data in a two-way table, matrix format (text datatypes, not numerical datatypes displayed as a dimension) One major feature missing from the Pivot tables in Zoho Analytics is the ability

    • Domain not usable

      We have not used this domain because the Chrome systems on our office devices are not compatible with your technology. I am sorry if no one has never advised you of this. Please cancel if it has not already been canceled. Ticket# 7526594 Please see

    • Bigin iOS, macOS and Android app update - File Cabinet

      Hello Everyone! In the most recent iOS (v1.7.1) and macOS (v1.5.1) updates of the Bigin app, we have included support for the File Cabinet functionality. You can access this feature as a topping within the web app (bigin.zoho.com) and conveniently use

    • Power of Automation :: Automatically close the associated tasks once the Issues are closed

      Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. We have

    • Meeting vs Zoom and why we are moving

      Dear Meeting team,                                   I want to share my thoughts on Meeting vs Zoom and explain why we are moving back to Zoom for all our video conferencing, even though it is part of our Zoho One Subscription. 1). Video & Audio quality - We see a significant downgrade in video quality when using Meeting vs Zoom, even when using the same internet connections.  Meeting video is blurry and not sharp compared to Zoom.  Audio is also hit and miss on Meeting with frequent drop outs and

    • booking link that expires

      I have a suggestion that is  crucial. When i send booking URL to clients they keep the link and they book appointment whenever they want multiple times. You should give us the Booking URL feature. We should be able to send it and the user can use it only

    • Accessing Subform Data using getRecordByID

      I am getting data from Zoho Creator using deluge zoho.creator.getRecordByID task, from another application. The report contains a subform, and that subform is in the detail view of the report. I do not appear to have any subform data in the JSON response,

    • Print record summary to pdf page breaks

      Hello. I created a record summary and would like to export to pdf. Rich text fields or photos can get printed on 2 pages cutting them in half. Is there a way to add page breaks? Thanks.

    • The email address you have entered belongs to a different deployment/region.

      Hi, I am trying to create the user - mprust@crombiecomputers.co.uk but keep getting the message below -  The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. Look forward

    • Pre-fill TO and CC fields for Email Templates

      This would be a game changer to be able to set either specific email addresses or merge fields based on deal role titles into email templates. Please pass this along to *hopefully* add to future features of Zoho CRM.

    • Leads and Deals Issue

      Hi! Is Zoho having trouble today? I've been experiencing issues today. When I move a deal to closed/won, it previously would require a closing date but today the screen just went blur and the closing date did not pop up. And then under leads, I was trying

    • QR codes in templates

      I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.

    • How do I hide all leads from Standard users in my CRM ZOHO

      I want to configure my crm zoho in such a way that standard users will only see leads owned or assigned to them. How do I go about doing this? I have tried all i could, but nothing...can anyone help me?

    • How to Implement Time-Based Filters in Zoho Workflows?

      Hi everyone, I’m looking for a workaround to implement time-based filters in Zoho workflows. Specifically, I need a workflow to trigger only within certain hours (e.g., between 10:00 AM and 8:00 PM, Sunday to Friday). Currently, Zoho workflows execute

    • Next Page