Tip 42: Create multiple layouts for projects

Every project you create has a unique strategy, goals, and functional requirements. To keep your projects on track, it is important to plan your project by defining the scope and requirements, specifying the deliverables, and setting deadlines. In order to do so, project layouts are extremely helpful in establishing your project plans and in capturing specific project details. With Zoho Projects, you can create multiple layouts to capture the unique details of every project.

You can create project layouts by customizing fields and grouping them in various sections. For example, the product manager at Zylker Inc creates different project layouts for Web Development, Mobile App Development, ERP Phase-1, ERP Phase-2 etc. The layouts are customized with corresponding sections and fields.

You can apply the layout when you create or edit a project. You can create up to 30 layouts and apply them to suitable projects.

You can select the user profiles that can access the layout.

You can clone an existing layout. For instance, if you want to create a new layout for Web Development using the same layout as in Mobile App Development, you can clone the Mobile App Development layout and create a new one by adding more sections and fields that are required for web development.

You can replace the current layout with a new layout when you edit a project. For example, you can change the project layout from ERP Phase-1 to ERP Phase-2. However, only the common fields available in ERP Phase-1 and ERP Phase-2 layouts will be retained. The other fields which are not common to both the layouts will not be available and their data will be lost.

Learn more about project layouts and custom fields. If you have any questions, drop a comment below or mail to us at support@zohoprojects.com.

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Sushma K S
motech
con
Monica P
Belal KA

Sticky Posts
Set Task Dependencies for Improved Project Management
Task dependencies refers to the relationship between tasks, where the start or finish of one task relies on the start or finish of another. These dependencies are crucial for the successful completion of a project, as they help to ensure that all tasks
Project Billing with the Staff Hours Method in Zoho Projects
The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service
Manage Documents with SharePoint Extension in Zoho Projects
SharePoint is a digital platform to store and manage your documents. Multiple users can work on the same document simultaneously, which enhances your team's productivity. By installing the extension in Zoho Projects, users can access the documents seamlessly
Share Captured Content as Work Items with Zoho Annotator for Zoho Projects
Zoho Annotator is a free browser extension to annotate web pages and images. The extension allows users to: capture, annotate, and share visual content within Zoho Projects. create tasks, issues, or statuses with annotated images or videos as attachments
Auto-update the Successor Task Status.
Hello folks! We have come up with a new use case for custom function to help you automate the workflow of your tasks. Users can write their own Custom Functions using deluge and call them from a workflow. Consider a scenario where the status of the successor