Improve User Onboarding in Zoho Projects with Zoho DAP
Rolling out new processes or onboarding new users in the tool comes with a familiar challenge: the employees need guidance at the moment they are doing the work. Traditional training sessions and knowledge sharing often require users to leave the application.
Zoho Digital Adoption Platform (DAP) for Zoho Projects helps solve this by bringing guidance directly into the product. Users receive the right guidance at the right time, exactly where they are working.
For example, admin has rolled out a new project structure where every client delivery now runs through a custom layout, a dedicated client feedback module, and a task layout that requires certain details before a task can move forward.
When a team member updates the task details, they might skip the important fields because it is not obvious and the entire approval process stalls because they do not have the right guidance at the right moment.
- Walkthroughs to guide users step by step through tasks like filling out custom task fields, navigate through status, or logging time before closing a task, exactly when the user is on the page.
- Interactive videos to demonstrate the full client delivery process with guided playback, so a new team member can watch how a project moves through stages before handling one themselves.
- Guides to document the updated processes with screenshots, giving users a reliable reference when needed.
- Web Banners to alert users to the new layout change the moment they log in, with a single click to launch the relevant walkthrough.
- A Help Hub brings all of this together in one place, so whether someone is onboarding or just refreshing their memory, everything they need is always within reach.
Curious to see how it works?
Join our live webinar to see how teams use Zoho DAP with Zoho Projects to drive feature adoption, and deliver contextual guidance exactly when the team needs it.
We will walk through real use cases, demonstrate how different guidance experiences are created, and answer your questions live.
Register for the session that works best for you on Tuesday, August 11, 2026, at: