Gestion de projets - Les premiers pas

Gestion de projets - Les premiers pas



Zoho One vous propose deux solutions de gestion de projet : Zoho Projects et Zoho Sprints.
La différence ? Lorsque votre équipe suit un processus conventionnel pour gérer le travail et organiser les tâches, vous pouvez choisir Zoho Projects. Il suit la méthodologie traditionnelle de la cascade pour gérer vos projets. Il s'agit d'un processus rationalisé où chaque étape de progression est accomplie en suivant l'étape précédente.

Toutefois, si votre équipe est à l'aise pour fournir des résultats après différentes itérations, alors choisissez Zoho Sprints. Il s'agit d'un outil de gestion de projet agile qui aide votre équipe à fournir des résultats dans un cycle périodique appelé Sprints. Ici, vous pouvez revoir le processus en cours et vous adapter aux changements au milieu du sprint. Si votre équipe est flexible au changement, alors opter une méthodologie agile s'avère être le meilleur choix.

Dans cet article, nous allons voir les premières étapes de la configuration de Zoho Projects. Il s'agit d'un logiciel de gestion de projet basé dans le cloud qui vous aide à planifier vos projets, à suivre efficacement votre travail et à collaborer avec votre équipe. Par sa capacité de gestion, il prévient bien des erreurs et apporte une valeur ajoutée à votre entreprise. La version Entreprise de Zoho Projects est incluse dans la suite Zoho One. Pour en savoir plus, visitez cette page.

Configurer le portail

En tant qu'administrateur de Zoho Projects
  • Allez dans Paramètres > Configuration du portail
  • Sous l'onglet "Configuration", vous pouvez personnaliser le nom du portail, l'URL, rédiger le clause de non-responsabilité, et aussi renommer des modules si nécessaire.

  • Depuis l'onglet "Heure et date" vous pouvez programmer les heures de bureau et les vacances.

  • Sous l'onglet "Projet et budget", programmez les ID projets, activez les balises, définissez la devise de base, personnalisez les e-mails pour indiquer le dépassement budgétaire, etc.

  • Sous l'onglet "Tâche et feuille de temps", paramétrez des tâches et des feuilles de temps telles que la limite d'heures de travail, le rappel du journal des heures, etc

Configurer les rôles et profils

Profil

Un profil définit les autorisations nécessaires pour accéder des fonctionnalités de Zoho Projects. Par défaut, Zoho Projects classe les profils en deux catégories.
Profil utilisateur
Ces profils sont attribués aux utilisateurs du portail. Les utilisateurs de ce profil peuvent accéder aux modules indiqués internes et externes. Par défaut, il y a quatre profils utilisateurs qui ne peuvent pas être supprimés mais peuvent être renommés.
Profil client
Ces profils sont attribués aux clients. Les utilisateurs de ce profil peuvent uniquement accéder aux modules indiqués externes.

Avantages 
  • Créez des profils personnalisés et définir des privilèges d'accès.
  • Définissez des autorisations différentes pour les utilisateurs du portail et les utilisateurs des clients.
  • Personnalisez les autorisations au niveau des modules.
Bien à savoir
  • Les profils par défaut ne peuvent pas être supprimés.
  • Pour afficher les autorisations, cliquez sur un profil.
  • Les profils par défaut Admin et Client ne peuvent pas être modifiés. Vous pouvez toutefois cloner ces profils, puis les modifier.
  • Les profils d'employé et de prestataire par défaut peuvent être renommés.
  • Tous les autres profils peuvent être modifiés.

Créer un profil
  • Paramètres >> Gérer les utilisateurs >> Profils
  • Cliquez sur "Ajouter un profil"
  • Entrez le nom du profil
  • Attribuez le profil utilisateur ou client
  • Programmez les autorisations au niveau du portail, du projet et du module, et cliquez sur "ajouter". Un nouveau profil est créé.


Rôle

Le rôle définit la désignation ou la position des utilisateurs dans une organisation. Les utilisateurs ayant le même rôle peuvent être attribués différents profils basés sur les permissions requises. Zoho Projects vous propose quatre rôles par défaut (administrateur, gestionnaire, employé et prestataire) qui peuvent être modifiés pour répondre aux besoins spécifiques de l'entreprise.
​
Créer un rôle
  • Paramètres >> Gérer les utilisateurs >> Rôle
  • Cliquez sur "Ajouter un rôle"
  • Entrez le nom du rôle et enregistrez.

Personnaliser le tableau de bord

En tant qu'administrateur, vous avez deux vues 
  • La vue personnelle où vous allez trouver les détails sur l'ensemble des projets dont vous faites partie. Cette vue peut être personnalisée.
  • La vue portefeuille où vous avez un aperçu sur les détails sur l'ensemble des projets du portail de votre organisation. Un compteur affiche les statistiques relatives à vos projets, tâches, problèmes, clients et groupes de projets. Le time line du projet Gantt donne un indicateur visuel du calendrier du projet et de son état d'avancement.


Dans les articles suivants, nous allons découvrir en détail les différentes fonctionnalités de Zoho Projects et comment elles peuvent vous aider à mieux gérer vos projets. En attendant, n'hésitez pas à poser vos questions en commentaire.

L'équipe Zoho France

    • Sticky Posts

    • Collaboration sans faille avec Zoho One

      Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

    • Recent Topics

    • Unified task view

      Possible to enable the unified task view in Trident, that is currently available in Mail?

    • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

      Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass

    • Importing data into Assets

      So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent

    • Allow instruction field in Job Sheets

      Hello, I would like to know if it is possible to have an instruction field (multi line text) in a job sheet or if there is a workaround to be able to do it. Currently we are pretty limited in terms of fields in job sheets which makes it a bit of a struggle

    • Streamlining Work Order Automation with Zoho Projects, Writer & WorkDrive

      Hello Community, Here is the first post in 'Integration & Automation' Series. Use Case :: Create, Merge, Sign & Store Documents in Zoho WorkDrive. Scenario :: You have a standard Work Order template created in Zoho Writer. When a task status is chosen

    • How to create a Zoho CRM report with 2 child modules

      Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses

    • The dimensions of multilingual power

      Hola, saludos de Zoho Desk. Bonjour, salutations de Zoho Desk. Hallo, Grüße von Zoho Desk. Ciao, saluti da Zoho Desk. Olá, saudações da Zoho Desk. வணக்கம், Zoho Desk இலிருந்து வாழ்த்துகள். 你好，来自 Zoho Desk 的问候。 مرحباً، تحيات من Zoho Desk. नमस्ते, Zoho

    • Multi-line address lines

      How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.

    • Accessing Zoho Forms

      Hi all, We're having trouble giving me access to our company's Zoho Forms account. I can log in to a Forms account that I can see was set up a year ago, but can't see any shared forms. I can log into Zoho CRM and see our company information there without

    • Archiving Contacts

      How do I archive a list of contacts, or individual contacts?

    • Cost of good field

      Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?

    • How to add image to items list in Invoice or Estimate?

      Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because

    • Issue with the Permission to Zoho Form

      I am getting an error by signing in to zoho form as it is stated that i don't have permission to access this is admin account

    • CRM templates

      Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?

    • Converting Sales Order to Invoice via API; Problem with decimal places tax

      We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in

    • Meet Canvas' Grid component: Your easiest way to build responsive record templates

      Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.

    • Addin Support in Zoho Sheet

      Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?

    • Where to integrate Price Book and Product List Price

      Hello, We sync zoho crm all modules with all data to zoho analytics. In zoho crm, we have "Price Books" and "Products" modules, where each product is assigned to a few price books with different list prices. From zoho crm, I am able to export a dataset

    • Pending Sales Order Reports

      Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.

    • How to export project tasks, including the comments

      Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see the

    • Zoho Mail SMTP IP addresses

      We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?

    • Migrate Your Notes from OneNote to Zoho Notebook Today

      Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

    • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

      I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached

    • Zoho Campaigns - Why do contacts have owners?

      When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have

    • First day of trying FSM in the field.

      What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app

    • Bigin Android app update: User management

      Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:

    • Email Integration - Zoho CRM - OAuth and IMAP

      Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

    • One Contact with Multiple Accounts with Portal enabled

      I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

    • End Date in Zoho Bookings

      When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  

    • Choosing a portal option and the "Unified customer portal"?

      I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best

    • Zoho Commerce

      Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not

    • email forwarding not working

      Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!

    • Google Ads Conversions Not Being Tracked in Zoho CRM

      We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but

    • Zoho Desk KB article embedded on another site.

      We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to

    • Need help to create a attach file api

      https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?

    • Can a Zoho Sites page be embedded into another website (outside Zoho)

      Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regarding

    • Support new line in CRM Multiline text field display in Zoho Deluge

      Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille

    • Enable Locations for Expense

      Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.

    • Currency abbreviations

      Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?

    • Next Page