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 Campaigns Resources


                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales

                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates
                                                  What's New in Zoho Desk

                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  What's New in Zoho Desk

                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner





                                                      Zoho SalesIQ Resources

                                                            • 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
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep 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 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

                                                                                                            • Self Client Authorization Code Flow for Mail returns 404

                                                                                                              Hello, I'm having trouble getting the Zoho mail api setup and want a sanity check. I am trying to follow this guide to get an access token for the mail api: https://www.zoho.com/accounts/protocol/oauth/self-client/authorization-code-flow.html Unfortunately

                                                                                                            • Zoho Knowledgebase Help Center Categories linkages are wrong

                                                                                                              Greetings, I am build a help center in zoho desk, based on the additional custom brand I have paid for. My knowledge base has 4 main categories. I have this setup this way in my knowledgebase customization theme area. The page layout is like this: Here

                                                                                                            • Resizing a Record Template Background Inage

                                                                                                              Hi everyone, I have an issue which I can't seem to resolve: Basically, I'm designing a record template in certificate form. I've specified A5 landscape. I've set my background image the same dimensions with total pixels at 443,520. Whatever I try, when

                                                                                                            • Connecting Learn to a Custom GPT

                                                                                                              Hi all! I am attempting to connect a Learn Space and all it's articles into a custom GPT. Has anyone successfully done this? I have worked on it with no success so far.

                                                                                                            • Tip 12: How can you customize the display name while sending emails from Zoho Creator.

                                                                                                              Hi folks, Usually when you send emails to your users, the display name defaults as your From email address. Most often, you would like to set a custom display name to represent your organization or the context of the email. You can mask or customize the display name (From Address) using Deluge script as long as the From email address has been verified. This would be very useful to you if you want to send bulk emails to a large audience.    Let's say you have a Student Registration form for your dance

                                                                                                            • Importing Data to update and not add

                                                                                                              I'm very new to Zoho created and tried searching the forums for the answer. Nothing I found has helped me make sense of how to do this. I created a app based on an excel spreadsheet but no matter what I do, whenever I import data it duplicates the record. I have a field I would like to use as a unique identifier, but I'm not sure how to tell my app that.  Any assistance, even a link to a tutorial on creating functions in the workflow of the app, would be very helpful. Unfortunately I can't share

                                                                                                            • Allow me to duplicate a field

                                                                                                              Hi, Many times I need to create new field with slightly change compare to an existing one. So when I click an existing field, can you add one more option "duplicate"? That'd be very helpful. You mayc heck wufoo.com to see this feature. Thanks, Li lhong1

                                                                                                            • Community Digest Noviembre 2024 - Todas las novedades en Español Zoho Community

                                                                                                              ¡Hola, Español Zoho Community! Wow, ya termina el año, ¡gracias a vuestra participación se nos ha pasado volando! Por eso mismo estamos preparando sorpresas para todos los que participáis en la Español Zoho Community para el próximo año, ¡estad atentos

                                                                                                            • Zoho Mail iOS app - Complete revamp of the UI including insert image option, toolbar customization, calendar widgets and more!

                                                                                                              Hello everyone! The new Zoho Mail iOS app introduces a fresh look, blending native iOS features with a refined UI and UX to make email management more intuitive. The updated design focuses on simplicity, ensuring smoother navigation throughout the app.

                                                                                                            • Download API file contents from browser

                                                                                                              Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)

                                                                                                            • Adding a work order for Assets vs. changing the contact person

                                                                                                              When adding a work order for an existing Assets (e.g. service), the assigned contact cannot be changed (deleting the contact deletes the selected Assets). This results in such an illogical operation that if you want to change the person to be contacted,

                                                                                                            • DOMIN NME

                                                                                                              How many email account do zoho supports

                                                                                                            • Assign admins to the application

                                                                                                              I want to know who to assign admins to UAE Payroll application. I tried from inside the application, and from one.zoho.com >> directory and nothing is happening, knowing that I have enabled zoho people integration with payroll. Can someone help me?

                                                                                                            • Zoho Marketing Campaign

                                                                                                              I want a details report of marketing API . which API i can use to get a full flexed detail of email campaign , sms , social media ,and all other campaigns ?

                                                                                                            • ¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?

                                                                                                              ¡Hola comunidad! Estoy evaluando la posibilidad de migrar mi sitio web https://calculadoradenotas.cl/ desde WordPress a una solución Zoho, y tengo algunas dudas técnicas que espero puedan aclararme. Mi sitio no es solo informativo: es una herramienta

                                                                                                            • Automating SharePoint Folder Creation based on Equipment Module

                                                                                                              Dear Team, I would like to seek your valuable advice on one of my requirements. My objective is to automatically create a SharePoint folder whenever a record is created in the Equipment module. The folder should be named based on the equipment name. Once

                                                                                                            • Can I view a gallery of attachments related to an Account, Contact, or Subscription

                                                                                                              It is often useful to review photos related to an account or contact by service type. It would be nice to be able to see the photos collected through workorders or appointments all associated.

                                                                                                            • Language Field on Contact Person-level

                                                                                                              Dear at Zoho Books, would it be possible for you to have a Field for 'Language' for the Contact Persons under a Company. In CRM and Bigin we could create a Custom Field (Dropdown) for this effect but without any present in Zoho Books we could never sync

                                                                                                            • Customise Zoho FSM Work Order Name

                                                                                                              Hi there, is there a way for us to customise the work order number? For example - I want to add auto look up for company name or dates at the end of the work order number. WO4 - Company ABC

                                                                                                            • Introducing Dynamic Display in Zoho CRM mobile apps

                                                                                                              Hello everyone, We're happy to announce that Dynamic Display is now available in the Zoho CRM mobile app for both iOS and Android devices. Mobile apps have become synonymous with convenience and flexibility. As more and more businesses rely on mobile

                                                                                                            • How we can integrate pdf attachments in zoho crm with xero

                                                                                                              when i tried to integrate the data and attchment from zoho crm to to xero only the data get integrated with xero how we can integrate the pdf attachment as well nb zoho apis are not working via functions

                                                                                                            • Delete user profile

                                                                                                              Hello, How can I delete a User Profile?

                                                                                                            • Send emails directly via Cases module

                                                                                                              Greetings all, The ability to send emails from the Cases module, which users have been eagerly anticipating, is now available, just like in the other modules. In Zoho CRM, Cases is a module specifically designed for managing support tickets. If your organization

                                                                                                            • Introducing delegate signing in Zoho Sign

                                                                                                              Hi everyone! We are happy to announce a new feature in Zoho Sign — Delegate Signing! Whether you're tied up in meetings, away on vacation, or managing multiple responsibilities, you can now assign a delegate to sign documents on your behalf. This ensures

                                                                                                            • Deleting Salutation Field

                                                                                                              We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields'  Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen.  Please can you advise how to get rid of this.  Screen shots can be provided if needed.  Thank you Tasha

                                                                                                            • Zoho Voice VS in Zoho CRM for logging calls

                                                                                                              I don't understand the differences between logging calls in Zoho Voice VS in Zoho CRM. Why the 2 separate platforms? Seems confusing

                                                                                                            • Updates to Auto-Upgrade in Zoho Campaigns

                                                                                                              Hello everyone, We've rolled out a new update that slightly modifies how the auto-upgrade option in Zoho Campaigns works. Even if you hit the contact limit, this update ensures that your account is upgraded and that contacts are imported smoothly—without

                                                                                                            • Adding Sub-Forms to Merge Documents

                                                                                                              I am setting up a Mail Merge, which includes sub-form table data. I've done it before but now I am having issues: 1. The headings don't show. I had to enter these manually 2. The table lines are separated. I want them together. Anyone know how to fix

                                                                                                            • Zoho Bookings Online Training | July 31, 2025

                                                                                                              Hi everyone! We’re back with the second session of our Zoho Bookings training series! This time, we’ll show you how to automate your scheduling, manage appointments more efficiently, and explore advanced features for your industry. Join our free, two-hour

                                                                                                            • Translation of Tooltip Messages

                                                                                                              The descriptive help messages should be available to provide translations for.

                                                                                                            • Delete Inactive Zoho Accounts - Access Cleanup_User Id: 60001640923

                                                                                                              As part of our Zoho access hygiene, we’ve reviewed and deactivated several inactive user accounts. These accounts have not been used in the past year and are no longer tied to active operations. All access rights have been revoked, and records retained

                                                                                                            • CREATE button is grayed

                                                                                                              On Android adding new notes to notebooks with collections is impossible because the CREATE button is grayed. What can be done?

                                                                                                            • Can Zoho Creator Apps have multiple actors and steps? Example

                                                                                                              Mortgage Application App- Outside party fills out form via published website form, Inside party approves for additional documentation, outside party recieved requests for x, y, and z documents.  Outside party submits x, y and z but z is wrong.  Inside

                                                                                                            • How to download all attachments from inbox, send, other folders in one go

                                                                                                              Hi All, Appreciate if anyone could help me with steps for below requirement. How to download all attachments from inbox, send, other folders in one go. Even mapping to new folder will help me.  Thanks in advance. 

                                                                                                            • Re-Apply SLA When Ticket Reopened from Closed Status?

                                                                                                              If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers

                                                                                                            • Zoho Expense Reimbursement

                                                                                                              I am using Zoho Expense for employee expenses.  At year end I accounted for reimbursement for the founders' expenses by doing a manual entry between employee reimbursements and shareholder loan.  All is correct in the balance sheet, but in Zoho expense the expense report totals are showing as owing still.  It doesn't impact the books, but I don't want to see amounts owing.  How can I zero these out?  The only way I can see it is by creating a transaction in Books that pays the employee via a bank

                                                                                                            • Request to Delete Mistakenly Created Zoho Desk Account – Access Blocked to Company Directory

                                                                                                              Dear Zoho Support Team, I hope this message finds you well. I am writing to request assistance regarding a Zoho Desk account I mistakenly created using my company email address. I created the account before being officially onboarded by my company, and

                                                                                                            • Introducing an AI-driven CAPTCHA for Help Center that offers improved accessibility and enhanced security | Zoho Desk | Product Update

                                                                                                              Captcha protects your help center from fraud and abuse without creating friction. What is a CAPTCHA? CAPTCHA is a test used in computing to verify that a user is human by requiring them to complete a challenge. It helps prevent bot attacks and reduce

                                                                                                            • Announcing new features in Trident for Windows (v.1.29.4.0)

                                                                                                              Hello Community! Trident for Windows just got better! It’s packed with new features designed to enhance communication, manage important information securely, and give you a smoother, more productive experience. Let’s dive into what’s new! Access Zoho

                                                                                                            • Exporting Ticket Threads/Comments and Attachments in Reports

                                                                                                              Hi, I would like to know is it possible for Ticket Comments and/or Attachments to be displayed in Reports?

                                                                                                            • Next Page