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.
Time Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep
Tip 37: Time Log Restriction in Zoho Projects
Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable
Flexible Milestone Invoicing
If your Zoho Projects portal is integrated with Zoho Invoice/Books, you can now create an invoice for your milestones. You can enable it under Integration Preference and invoice milestones regardless of the project's billing type. For instance, consider
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