Create custom project templates and use them to start projects that are similar or repetitive in nature.
For instance, a publishing company handles a variety of books like management, research, STEM etc. Each division follows their own process and the tasks are interdependent that are managed by individuals with unique skill sets.
In case of STEM books, the author review and budgeting are more extensive that usually involve multiple rounds. These books complete their journey in 6 to 7 months, where milestones and tasks are set and accomplished by various teams.
However, the management books are fast flowing and have limited number of iterations therefore the entire publishing process closes within 3-4 months. There are a maximum of 2 to 3 teams involved from liaising with author to publishing the book.
It is useful to create two unique project templates for each of these divisions so that whenever a new book comes for publishing a new project can be created from the existing template depending on the division they belong to.
Each of these project templates can have customized dashboards, milestones, tasks, dependencies, process documents, users etc. When a project is created from this template these are copied onto the new project. The widgets on the dashboard are also copied in the same order.
This way one can reduce the manual intervention and reduce errors that may occur while creating new projects that are similar or repetitive in nature. Refer to our help document
to learn how to create a project template.
Work agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.
Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects. Why this integration is a benefit? This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classic
Spotlight #2: The Checklist extension for Zoho Projects
Hola, folks! The extension in the spotlight for this fortnight will be Checklist for Zoho Projects. We recommend using its latest version if you have not updated it yet. Things you can do with this extension: Create instantaneous to-do lists for your tasks and issues in Zoho Projects Create checklist templatesnew Convert an existing checklist into a templatenew Reduce the number of subtasks required for a work item Include checklists in your project templates and save more time. Refer to this extension's
Manage expenses from Zoho Projects
One of the most difficult tasks in project management is to track expenses and stay within the allocated budget. With Zoho Expense integration it is now easy to monitor and manage project related daily expenses of employees. The integration helps manage complete expenses, right from uploading a receipt to its approval. What are the benefits of this integration? Track expenses using Expense reports inside Zoho Projects. View expense along with the actual cost and compare it with the project budget.
Tip - 45: Custom Views in Zoho Projects
Perspective differs from person to person. Customizing your project makes it unique and helps you implement your own perspective. Besides the predefined views, you can now create your own custom views for Projects, Tasks, and Issue as per your preference. Consider a scenario. Monica owns a construction company and wants to keep track of projects that have exceeded the budget. She chooses Budget Health from the predefined fields and filters the projects with cost overruns. She saves this as a custom
Tip 50: Customizing fields and layouts for time logs in Zoho Projects
Dear users, We received many feature requests regarding customized timesheet fields from you. A few of them are highlighted below: "We would like to add a dropdown in a time-log with some custom values in it, preferably connected to a field in a task/issue that sets a default value but can be overwritten." "We have a few projects wherein we want resources to clock hours against specific items. We have multiple sub-projects under a specific client project and would like to capture hours for sub-projects