Comment collaborer sur la gestion de projets avec Zoho One

Comment collaborer sur la gestion de projets avec Zoho One


Bonjour à tous,
Dans notre article précédent sur la collaboration avec Zoho One, nous avons déjà vu comment Zoho One vous permet de collaborer à différents niveaux. A présent, nous allons découvrir comment Zoho Projects vous permet de collaborer au niveau des projets.

Pourquoi avez-vous besoin d'un outil de gestion de projets collaboratif ?
Un outil de gestion de projet, comme son nom l’indique, permet à une entreprise de planifier un travail et de suivre la gestion des tâches qui le composent. En effet, d'un projet découlent nombre d'étapes et de tâches à chacune d'elles, ce qui demandent forcément de l'organisation de la part des membres de l'équipe à qui elles sont assignées. Le manque d'organisation, de communication et de rigueur est ce qui compromet le projet : doublon de personnes sur une tâche (manque de communication), personne sur une autre (manque d'organisation), ou tâche non mise à jour ou en retard (manque de rigueur)... nombreux sont ces petits couacs qui en définitivement font perdre en temps, énergie et motivation.
C'est pour cela que les outils de gestion de projets permettent de décomposer les étapes et d'assigner des tâches, des rappels, de mettre en place un planning personnalisé, d'évaluer la durée d'une tâche, de se faire des notes, de communiquer, afin de réagir le plus rapidement possible lorsque c'est nécessaire et de mener le projet à bien en diminuant au maximum les risques.

Fonctionnalités
  • Les principales fonctionnalités du logiciel de gestion de projet sont les suivantes :
  • Planification quotidienne et périodique
  • Répartition des tâches et suivi
  • Gestion des ressources
  • Facilitation de la communication
  • Suivi de la rentabilité des projets
  • Vision globale
      Le logiciel de gestion de projet est un véritable outil qui vous permettra d’être en permanence connecté avec toutes les parties prenantes du projet et d’en suivre l’avancement. La communication, par son partage de documents et ses discussions facilitées, permet de rentabiliser le productivité.

Le rôle de Zoho Projects
Zoho Projects, vous permet de gérer vos projets simples comme complexes. Il constitue une solution complète à vos problèmes quotidiens de gestion de projet et apporte une valeur ajoutée à votre organisation. Voici les principales caractéristiques de Zoho Projects.

Planification - En décomposant vos projets en jalons, tâches et sous-tâches, votre travail n'a jamais été aussi facile. Zoho Projects vous permet d'attribuer les tâches aux utilisateurs pour que le chef de projet puisse ainsi suivre leur statut. Les diagrammes de Gantt vous permettent de visualiser les plans de projet et suivre leur progression efficacement.

La vue Kanban des tâches 


Diagrammes de Gnatt

Collaboration - Grâce aux flux itératifs vous obtenez les mises à jour rapides. Le tchat personnel ou en groupe vous aide à être sur la même longueur d'onde que vos coéquipiers et cette messagerie collaborative interne permet en outre d’archiver les échanges sur le projet et de conserver toutes les bonnes idées. La communication entre collaborateurs est essentielle dans la réussite d’un projet quel qu’il soit. Zoho Projects vous aider à discuter, à fixer des alertes et recevoir des notifications et à savoir exactement où en sont les collaborateurs dans l’exécution des tâches.
Flux Intéractifs


Suivi - Les rapports et les graphiques vous permettent de suivre facilement le travail au sein d'un même projet ou d'un projet à l'autre.
Les Rapports


Productivité - Les feuilles de temps, le tableau d'utilisation des ressources et les chronomètres globaux vous aident à mesurer efficacement la productivité.

Gestion des connaissances - Au-delà de ces avantages, Zoho Projects résout des problèmes de partage de documents et d’éloignement entre les différents collaborateurs. Vous pouvez facilement organiser les fichiers associés à un projet particulier et évidemment travailler dessus. Vous ne risquez plus de confondre les différentes versions d'un même document. L'intégration de Zoho WorkDrive vous permet de gérer les fichiers : tous vos documents sont classés et se retrouvent accessibles à l’ensemble des membres du projet. Vos informations sensibles sont, en plus de cela, sécurisées. Cela permet de discuter au sein des équipes dans votre portail en toute simplicité et en toute quiétude.
Accès aux documents 


Facturation efficace - Facturez les projets en fonction des heures et du personnel et ce de manière méticuleuse.

Gestion des problèmes - Le module Bugs vous aide à soumettre, suivre et fermer les bugs de votre projet.

Transparence - Zoho Projects offre aux chefs de projet une présentation de l’état d’avancement du projet, en temps réel. L’accès aux commandes, aux demandes de modification, aux factures, aux informations clients et autres renseignements essentiels peut s’effectuer directement, sans avoir à solliciter les données auprès des départements.

Intégration - Intégrez Zoho Projects à Zoho CRM, Zoho Invoice, Zoho Desk, Zoho Books, Zoho Cliq, pourquoi pas vos applications tierces et accédez aux données en toute fluidité. Pour en savoir plus, visitez la page intégrations.

Nous avons fait un webinar à ce sujet, si vous souhaitez approfondir et voir une démonstration.


N'hésitez pas à nous faire part de votre opinion en commentaire sur Zoho Projects et de la façon dont vous l'utilisez.

L'équipe Zoho France

    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • 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.


                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • What is the maximum file size of a video upload in Zoho chat?

                                                                                                            Can I upload a 20 mb video file and share it with my colleagues? 
                                                                                                          • Update a field in ALL all calls under a contact

                                                                                                            HI guys! I have written some deluge code to update a field in my calls after i have comepleted the call, i need this field to update in all my scheduled calls as well that are comeing up. I just cant seem to get it to work, i have put teh code below,
                                                                                                          • In place field editing for candidates

                                                                                                            Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however
                                                                                                          • Automatic Matching from Bank Statements / Feeds

                                                                                                            Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
                                                                                                          • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

                                                                                                            I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's
                                                                                                          • Fat Download of Ulaa Browser

                                                                                                            I just observed that Ulaa Browser is offering an one-capsule big download. These days it is a custom to offer a small bootstrap downloader and based on user customization options an appropriate download completes. And this is particularly common with
                                                                                                          • Cancelled Transfer order problem

                                                                                                            Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also
                                                                                                          • Zoho Creator customer portal limitation | Zoho One

                                                                                                            I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
                                                                                                          • Billing Management: #8 Usage Billing in Logistics & Delivery Services

                                                                                                            The logistics and delivery industry thrives on movement and precision. Every delivery completed, every kilometre driven, and every ton transported is a measurable activity. However, billing often lags behind. Many logistics companies still rely on fixed-rate
                                                                                                          • Tags for New Tickets

                                                                                                            Hi there, When creating a new ticket, there is currently no way to choose a tag you would like to associate with the new ticket. Being able to associate a tag while creating a new ticket will be very beneficial as it will save time and flow well with
                                                                                                          • Zoho Desk: No Incoming email

                                                                                                            Is Zoho Desk services down? No incoming email reflect to desk tickets.
                                                                                                          • Zoho CRM - Widgets | Update #3 : Introducing SDK V1.5 along with new ZDK Methods and ZRC Support

                                                                                                            Hello everyone! Widgets in Zoho CRM just got a big upgrade! With the release of SDK v1.5, developers can now create more immersive widget experiences. This update elevates Widget development with new ZDK methods for easier interactivity and ZRC support
                                                                                                          • Unusual activity detected, account blocked

                                                                                                            I am unable to send emails and am getting the error "Outgoing blocked: Unusual activity detected. To unblock your account, please and submit a request. Learn more.". I am unsure as to why this is happening since all my activity is legitimate, mainly confirmation
                                                                                                          • Unable to Send Emails – Outgoing Mail Blocked (Error 554 5.1.8)

                                                                                                            Description: Hello Zoho Support Team, I am facing an issue with my Zoho Mail account ( admin@osamarahmani.tech ). Whenever I try to send an email, I get the following error: 554 5.1.8 Email Outgoing Blocked I would like to clarify that I have not done
                                                                                                          • Issue connecting Zoho Mail to Thunderbird (IMAP/SMTP authentication error)

                                                                                                            Dear Zoho Support, I am trying to configure my Zoho Mail account on Thunderbird, but I keep getting authentication errors. Account: info@baktradingtn.com Domain: baktradingtn.com Settings used: IMAP: imap.zoho.com, Port 993, SSL/TLS, Normal Password SMTP:
                                                                                                          • Payment issue with Mail Lite plan – personal NIF not accepted as payment info

                                                                                                            Hello, I have already contacted Zoho Support by email regarding this, but since I haven’t received any reply yet, I’m sharing it here as well to see if the community can help. I’m facing a payment issue for my Mail Lite plan. I have a personal account
                                                                                                          • Customer payment alerts in Zoho Cliq

                                                                                                            For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,
                                                                                                          • Figma in Zoho Creator

                                                                                                            Hi Team, I’m creating a form using Figma and would like to know how to add workflows like scheduling, custom validation, and other logic to it. Can anyone help me understand how to set this up for a Figma-based Creator UI form?
                                                                                                          • Restore lost Invoice!

                                                                                                            Some time ago I tried to Upgrade from Invoice to Books. I not upgraded and staid n Invoice. Now i tried again and first i deleted the old trial of books. But now all is gone, PLEASE HELP!! i have no backup and i have to have at least 7 years data retention by law. 
                                                                                                          • Zoho Desk Down

                                                                                                            Not loading
                                                                                                          • lookup and integrated forms

                                                                                                            I might be misunderstanding things but I wanted to integrate our zoho crm contacts into creator. I imagined that when I used the integration it would mirror into creator. It did brilliant. BUT We have a ticket form in creator that we want to use a lookup
                                                                                                          • Partially receive PO without partial Bill?

                                                                                                            Most of our inventory is pre-paid. Let's say we purchase 30 pieces of 3 different items for a total of 90 pieces. It is common for our supplier to send us the items as they are ready. So we will receive 30 pieces at a time. How can I partially receive
                                                                                                          • 2 users editing the same record - loose changes

                                                                                                            Hello, I'm very new to Zoho so apology if this has been addressed somewhere i can't find. I have noticed the following: If we have 2 users put an inventory item in edit mode at the same time: say user1 click on edit and user2 while user1 is still in edit,
                                                                                                          • How to get the Dashboard page to be the first page when you open the app

                                                                                                            So when it opens on a tablet or phone it opens on the welcome page, thanks.
                                                                                                          • How I set default email addresses for Sales Orders and Invoices

                                                                                                            I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments
                                                                                                          • Formula fields not refreshing until page is reloaded

                                                                                                            I need help/advice about the formula fields and how I can refresh the information in real-time. We have two formula fields on our deals page which show calculated prices: One formula is in a subform which calculates the subform total + 1 other field amount
                                                                                                          • How can I setup Zoho MCP with Chat GPT

                                                                                                            I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?
                                                                                                          • API ZOHO CRM Picket list with wrong values

                                                                                                            I am using Zoho API v.8. with python to create records in a custom module named "Veranstaltung" in this custom module I've got a picket list called "Email_Template" with 28 Values. I've added 8 new values yesterday, but if I try to use on of those values
                                                                                                          • Group Emails

                                                                                                            I have synced Zoho CRM to Campaigns but there are certain email not synced. showing it is Group Emails, but this email ids belongs to different individuals. please provide a solution as i nedd to sync the same.
                                                                                                          • Enable Password Import option in ulaa browser

                                                                                                            Dear Ulaa Team, I noticed that the Ulaa Password Manager currently offers an option to export passwords, but not to import them. This limitation poses a challenge for users like me who have stored numerous credentials in browsers like Chrome. Manually
                                                                                                          • "Is Zoho CRM customer" vs "Is linked with Zoho CRM"

                                                                                                            Recently while building a Flow, I was setting up a Decision action following a Zoho Invoice Fetch record action. There were 2 choices that I had not seen as something I could manually action in Zoho Invoice: "Is Zoho CRM customer" and "Is linked with
                                                                                                          • Client Script | Update - Introducing ZRC: Simplified HTTP request library

                                                                                                            Hello Developers! Are you tired of juggling different methods to make API calls? Are you confused with multiple syntaxes and version restrictions? Have you ever wished for one simple way to make all API calls in CRM? We heard you :) Here comes ZRC (Zoho
                                                                                                          • Selection Filed for Data Export section

                                                                                                            Hi FSM Team, I hope you are all doing well. I would like to share an idea for future development based on my experience. Currently, in FSM, we can only download up to 5,000 records at a time. If the development team could add a selection option to choose
                                                                                                          • Text wrap column headers in reports?

                                                                                                            Is it possible to auto wrap column headers so that a longer multi-word header displays as two lines when the column is narrower than the width of the header title?
                                                                                                          • What if I dont see contacts on the left side list

                                                                                                            My CRM does not show the contacts tab. In order to create list this is needed and I cant find it.
                                                                                                          • Comments Vs. Replies

                                                                                                            I'm curious as to the difference between a "Reply" and a "Comment" on a ticket. It appears that "Replies" are what's used to determine response time SLA's and there are also used to automatically re-open tickets. I'm just trying to understand the key differences so I can educate both our clientele and our back-end users on which function/feature to use to better improve the ticket lifecycle. If anyone has any insight it would be appreciated. Thanks!
                                                                                                          • Transitioning to API Credits in Zoho Desk

                                                                                                            At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give
                                                                                                          • Resetting auto-number on new year

                                                                                                            Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!
                                                                                                          • Can you prevent closing Ulaa window when the last tab is closed (inadvertently)?

                                                                                                            Most browsers have started to bring this feature in to prevent closing their windows when the last tab is closed (inadvertently). I hope Ulaa should get this in too.
                                                                                                          • Microsoft Phone Link

                                                                                                            Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?
                                                                                                          • Next Page