Project Management

In every organization, there are different teams working on different projects. Each project needs to be efficiently planned to meet with delivery deadlines assigned by clients or within the organization itself. Zoho projects is an online project management program that helps you plan and track every important task.

With the Projects module, you'll be equipped to complete your projects efficiently, increase overall productivity, and foster better collaboration from your teams.

Working with both CRM Plus and Projects simultaneously, will help you plan out achievable tasks and make better decisions, utilizing insights from your customer data.

For example, a sales rep from Zylker makes a deal with one of their frequent customers who often makes big purchases with Zylker. The sales rep can create a project and track the transactions and other activities involved in closing this big deal using Projects.The agent will have a clear view of all previous projects they had created with the returning customer. Upon reviewing their various projects, the agent can propose appropriate deals to the customer in the future.

With simultaneous access to customer information and 'Projects' in CRM Plus, the agent can establish a long-running contract with the customer based on their buying patterns.

Projects and CRM Plus work in keeping both employees and customers in sync, promoting efficient task management and better business decisions.

Project Management powered by Zoho Projects - the complete project management software, lets you plan and track the progress of various projects in your business. It also helps you collaborate with the team, assign tasks to responsible individuals, and configure various reports that help you gain a better insight on the performance of various projects.

Importance of Project Management

Planning

A project may consist of various tasks, which are milestones that need to be accomplished by the team. Without a proper system in place, it can be hard for a team to identify what they are supposed to do. By using Projects, you can list all the tasks, assign them to the appropriate team members, and track their status. Team members will now be clear with what they need to achieve and when they should complete it.

Collaboration

Various tasks in a project will be handled by different members in your team. To be on the same page, it is required to be able to communicate with the team members easily. Many resort to using two different applications; one for communicating with the team and the other for managing their tasks in a project. Projects allows team members to communicate with the team internally, thereby eliminating the need to look for other for communicating with the team.

Task Delegation and tracking

It is the duty of the manager to assign tasks to the team members. While assigning tasks, the manager can specify the due date and the priority, which will help the owner of the task to complete them without any delay. Reminders can also be set for the tasks so that the owner doesn't miss them. Various Dashboards can also help the manager identify the status of the tasks, overdue work items, team status, and so on.

Salient features of Projects

Planning	Milestones, Task lists, Tasks, and Subtasks help you plan work with ease.
Collaboration	Discuss, Feeds, Documents, and Forums, help you to be on the same page with your peers.
Tracking	Reports and Charts help you track work within and across projects easily.
Productivity	Timesheets, Resource Utilization Chart, and Global Timers help you measure productivity effectively.
Knowledge Management	WorkDrive and Forums help you manage files, discuss within and across teams in your portal with ease.
Effective Billing	Invoices and Expenses help you bill projects by hours and staff, and manage project billing meticulously.
Issue management	The Issues module helps you submit, track, and close bugs in your project.
Integration	Integrate Projects with Invoice, Books, Zoho CRM, Desk, Analytics, and many other applications, and access data with more fluidity.

Learn more about what's new in Zoho Projects here.

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Related Articles
I was able to create project templates earlier. But now I can only create task templates. What could be the reason?
If you are a portal Owner or an Admin, you can create a project template. But if you are assigned the role of Manager in your project, you can only create task templates. To know more about project roles and privileges, click this link.
I'd like to assign tasks from a particular project to users but I don't see their names in the dropdown. What type of access do they need in order to be included in this list?
A task can be assigned to a portal user with an employee role only if they are part of the project. Add the users to the project first so that you can assign them to the tasks.
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