Create Project From a Template | Online Help | Zoho BugTracker

Create Project From a Template

Create a New Project

  1. Navigate to Projects tab in the left navigation panel.
  2. Click New Project button in the upper right corner.
  3. Select the existing project template in the Template field.

  4. Enter the Project Start Date of your project and fill in other details. 
  5. Click Add to proceed.

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                Zoho SalesIQ Resources



                    Zoho TeamInbox Resources




                              Zoho DataPrep Resources

                                Zoho DataPrep Demo

                                Get a personalized demo or POC

                                REGISTER NOW


                                  Design. Discuss. Deliver.

                                  Create visually engaging stories with Zoho Show.

                                  Get Started Now











                                                        • Related Articles

                                                        • Project Templates

                                                          Project templates can help you manage your work more efficiently. You don't have to repeatedly enter the same tasks, and can thus save time and be more productive. Project Templates can be accessed from the project list view. Project Templates ...
                                                        • Project Groups

                                                          You can group projects based on criteria, requirements, clients, users and various other project needs. By grouping projects, you can segregate multiple projects and efficiently manage your project groups. Benefits: Sort projects into categories ...
                                                        • Create Projects

                                                          Projects can be created newly or created from existing project templates. You can also create groups to classify the projects and manage the privileges of the other project users by making the projects private or public. Create a New Project Navigate ...
                                                        • Project Dashboard

                                                          Dashboard in a project shows important progress indicators, graphs, statistics, and other key performance indicators to quickly understand where the project stands. Benefits: View summary of work items in the project Check progress of your project ...
                                                        • Project Custom View

                                                          In addition to the predefined views, users now create their own custom views for projects. Users can customize projects list view based on specific criteria by applying filters. These custom views can be marked favorite by clicking the   icon. ...

                                                        Resources

                                                        Videos

                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                        eBooks

                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                        Webinars

                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                        CRM Tips

                                                        Make the most of Zoho CRM with these useful tips.



                                                          Zoho Show Resources