Zoho Project for CRM is clumsy and not intuitive

Zoho Project for CRM is clumsy and not intuitive

Zoho Pdoes a lot of things right as a platform provider and I have to say the support we have received has been better than many of the other SaaS platforms we work with.  However, they do need to improve the diagnosing experience with their customers and get rid of old streams of discussion that really only help to confuse many people using the most current version of Zoho products.   

That being said, Zoho Projects promises a lot of fantastic integration within the CRM and the users of the CRM, so not being able to embrace it is disappointing.  The interface for creating multi-tiered or structured project templates is clumsy and time consuming.   Can it be done?  Yes, but it will take more time and effort than most people can justify.    It is much easier and faster in manty ways to build your project in Google Sheets and then use a Gantt Chart add on then work with Zoho Proejcts.   Another alternative is Smartsheets, it is perhaps the best example of how a project management tool should be able to be built from scratch using a simple spreedsheet type interface.  

Zoho should know where the line is when it comes to training users to use their platform and when they need to reevaluate their interface and instead use coding to make their platform easier to work with for their users.   Simply put.  Zoho you need to emulate a best in class leader, such as Smartsheets for their Zoho Projects platform.   Do that and you will get people migrating over and adopting its use.   Keep what you got now and you will continue to frustrate and chase away users.  

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                                                              • Automation Series: Auto-create Dependent Task on Status Change

                                                                In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup using
                                                              • 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
                                                              • Introducing the Zoho Projects Learning Space

                                                                Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
                                                              • Update on V2 API End-of-Life Timeline

                                                                Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happy
                                                              • Automation Series: Auto-update Phase Status

                                                                Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate your


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