Project Groups | Online Help | Zoho BugTracker

Project Groups - 7.0

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:

  1. Sort projects into categories
  2. Filter projects by groups

Create a Project Group

Create a new project group based on your business requirements.
  1. Click on the Projects tab in the left panel and click in the upper-right corner.
  2. Select Manage Groups
  3. Click icon to create a group. 
  4. Enter the group name for the projects that you want to group together in the Group Name.
  5. Click Create Group to create a project group.

Manage Project Groups

After creating a project group, you can effectively organize and manage the groups according to your preferences. All the actions are right within the groups to get your work done on time. 
  1. Hover over the required project group and click  to edit the project group.
  2. Hover over the required project group and click to remove the project group.
  3. Click to drag and drop the project groups based on your choice, and then click Save Order to save the project group order.
  4. Click a project group and view the list of projects associated with the project group.
  5. Search for projects using Project Search in the upper-right corner of the Active Projects. (i.e.) However, it is case-sensitive.

Create a New Project and Associate a Project Group

Create a new project and associate it with a project group.
  1. Click New Project in the upper-right corner in Projects.
  2. Enter the Project Name.
  3. Select the Project Owner in Owner field. 
  4. Select a project template in Choose a Template field. 
    1. If you create a project from an existing project template, the Project Start Date option is enabled.
  5. Select a start date for the project in Project Start Date field.
  6. Enter a brief summary about your project in Project Overview field.
    1. Select the Show this project overview by default checkbox, if you wish to display the project overview summary in the project Dashboard.
  7. Select the budget option to estimate project in Project Budget. Projects can be estimated Based on Amount or Based on Hours
  8. Select a project group in Group Name to associate the project.
  9. Hover over the Group Name, and then click Add New Group to create a new project group.
  10. Indicate the privileges to access the project in Project Access.
  11. Click Add Project to create a new project.

Reorder and Alphabetically Sort Projects

Reorder projects within a project group as desired. Click the desired project group and then click the  icon to reorder the projects. You can also alphabetically sort the projects by clicking the reorder icon and selecting the Alphabetical Sort link. Now, select Save Order to save the list.

Remove Project From a Group 

  1. Click the desired project group to view its associated projects.
  2. Drag and drop the projects into Ungrouped Projects section.
To remove a single project, you can hover over the project and select right next to the project to remove only that project from its project group.

Associate a Project to a Client Group

  1. Click the Primary Client tab to view all client groups.
  2. Drag and drop the ungrouped projects into the desired client group.
Projects that are not associated with any client group are available in Active Projects group.

    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
      Redefine the way you work
      with Zoho Workplace

        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 Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com

                                                                       
                            



                            





                              You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                  Manage your brands on social media

                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day


                                      Zoho Marketing Automation

                                        Zoho Sheet Resources

                                         

                                            Zoho Forms Resources


                                              Secure your business
                                              communication with Zoho Mail


                                              Mail on the move with
                                              Zoho Mail mobile application

                                                Stay on top of your schedule
                                                at all times


                                                Carry your calendar with you
                                                Anytime, anywhere




                                                      Zoho Sign Resources

                                                        Sign, Paperless!

                                                        Sign and send business documents on the go!

                                                        Get Started Now





                                                                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 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. For instance, if you’re working in a company ...
                                                                                                • Project Reports

                                                                                                  Project Reports display project count against various parameters. Users can create custom project reports by comparing two criteria. Custom and default fields in projects can be used to generate reports. Availability: Latest user-based Enterprise ...
                                                                                                • Project Reports- 7.0

                                                                                                  Zoho Bugtracker Project reports display project counts by various parameters. Custom project reports lets users create reports be comparing two criteria. Reports can be generated based on custom and default fields in projects. Basic Reports: View ...
                                                                                                • 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 ...
                                                                                                • How to create a project?

                                                                                                  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. Click to learn more about ...
                                                                                                Wherever you are is as good as
                                                                                                your workplace

                                                                                                  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