• Keep all internal users and customers in sync
  
• Monitor all project activity related to your clients from a single place
  
• Measure project progress
  
• Automate client account mapping

Create a Project from Zoho CRM

Supported CRM modules

Projects can be created or associated from the following CRM modules:

1. Accounts
2. Contacts
3. Deals
4. Sales Orders
5. Invoices
6. Campaigns
7. Cases
8. Quotes
9. Purchase Orders
10. Products
11. Teamspace
    

Module availability depends on your Zoho CRM edition.

Projects created from an Account are associated with that customer in Zoho Projects.

Projects created from a Contact are associated with the contact when it is not linked to an Account.

Create a project from a CRM record

1. Navigate to the required CRM module.
2. Open the required record.
3. In the Zoho Projects related section, click New Project.
   
4. Enter the project details and click Next.
5. Review the users under the Project Users tab.
6. Enable Associate this project to the current Teamspace if you want to add teamspace users to the project.
   
1. If Teamspace association is enabled, choose whether the project should be accessible to Selected Users or All users in this Teamspace.
7. Review or manage users under the Client Users tab.
   
8. Select the destination root folder.
9. Click Save.
   

Associate an existing project from a CRM record

1. Navigate to the required CRM module.
2. Open the required record.
3. In the Zoho Projects related section, click Associate Project.
4. Select the required project and select the project and client users.
5. Enable Associate this project to the current Teamspace if you want to add teamspace users to the project.
   
1. If Teamspace association is enabled, choose who should have access to the project.
6. Review or manage users under the Client Users tab.
7. Click Save.
   

Create and manage projects from Teamspaces

Feature Availability : All DCs in Zoho CRM Standard, Professional, Enterprise editions.

Project types

1. Client Projects : Linked to CRM records and are intended for customer-facing work such as onboarding, implementation, and service delivery.
   
2. Team Projects : Internal projects that are not associated with CRM records. They can be used for product development, documentation, marketing initiatives, operational improvements, and other internal work.
   

Add a project to a Teamspace

1. Click the + icon in the top bar.
2. Under New Collaboration Items, click Projects.
3. Choose one of the following:
   
1. Create New
2. Associate Existing
4. If creating a new Client Project, select Client Project and click Next.
1. Choose Accounts or Contacts, and select the required record.
   
   
2. Enter the project details and click Next.
   
3. Review the users under the Project Users tab.
4. Enable Associate this project to the current Teamspace if you want to add teamspace users to the project.
   
1. If Teamspace association is enabled, choose whether the project should be accessible to Selected Users or All users in this Teamspace.
5. Review or manage users under the Client Users tab.
6. Select the destination root folder.
7. Click Save.
   
5. If creating a new Team Project, select Team Project and click Next.
   
6. Follow the same steps as above mentioned for Client Project except:
   
1. The Client Selection step is not available since client users cannot be added to a team project.
   
   

Associate an existing project

1. Click the + icon in the top bar.
2. Under New Collaboration Items, click Projects.
3. Select Associate Existing.
4. Choose Client Project or Team Project.
   
5. Choose Accounts or Contacts, and select the required record.
   
6. Select the project and select project users to add,
   
1. Enable Associate this project to the current Teamspace if you want to add teamspace users to the project.
   
1. If Teamspace association is enabled, choose who should have access to the project.
7. Review or manage users under the Client Users tab.
8. Click Save.

If project access is set to All users in this Teamspace, Zoho Projects automatically creates a Team using the Teamspace name. This Team:

1. Cannot be edited from Zoho Projects.
2. Automatically stays synchronized with Teamspace membership.
3. Grants access to users added to the Teamspace and removes access when users leave.
   

If the Zoho Projects user license limit is exceeded, additional users are added as deactivated users. A portal administrator must activate them before they can access the project.

A maximum of 30 projects can be be added to a Teamspace, with an overall limit of 500 projects across all Teamspaces.