Template Gallery
Projects templates are a convenient way of creating projects. Using existing template users can create a new project without the additional effort of adding milestones, task lists, tasks, users etc. In Zoho Projects, a project can be created from scratch, or you can use a predefined template from the Template Gallery. Projects templates created by users will also be listed under Template Gallery.
Access Template Gallery
- Navigate to Projects tab in the left navigation panel.
- Click New Project button in the upper right corner.
- Select a template and click Use Template.
To access the Template Gallery at portal-level,
- Navigate to Projects tab in the left navigation panel.
-
Click
beside Projects. -
Select Template Gallery from the drop-down.
- Select a template and click Use Template.
Disable Template Gallery
Users can disable the Template Gallery and directly access the project form every time they click the New Project button.
- Navigate to Projects tab in the left navigation panel.
- Click New Project button in the upper right corner.
- Select the Do not show this again checkbox. at the bottom-right corner.
- The view will switch to the New Project form.
- Click Browse Templates to view the template gallery again.
Sample Templates Offered in Zoho Projects
Software/IT
With our pre-defined Template, managing and monitoring your software development project will be a breeze.
Product Launch Plan - Launch a software project with meticulous planning using this template.
Digital Marketing
With the use of this digital marketing template, you can monitor the
development of your marketing strategy, as well as SEO, branding,
design, and progress toward your objectives. Meet your deadlines while
fostering new levels of teamwork.
Construction
One of the most vital resources for any construction team are
construction project management templates. It is crucial to streamline
your procedure while planning building projects by using a pre-made
template.
Building Maintenance & Renovation - A template to manage renovation and maintenance projects
Manufacturing
Customize this high-level manufacturing template based on your company's needs.
Automobile
Spare Manufacturing - Utilize this template to oversee the creation of
your new auto part, from concept to completion.
Manufacturing
New Product - Manage the development of new products. This
manufacturing template includes pre-production activities, design,
production, and release.
Marketing/Sales
Event Planner - Event planning templates are essential to the
success of any event planning team! Starting with a pre-made template
simplifies the entire process, from organizing venue information and
budgets to curating the guest list and tracking attendance!
Product
Launch - Kick off your next product launch with ready-made task on the
board view and defined phases for product delivery and promotion on the
Gantt view.
Sales Planning - Start your sales strategy with our high-level sales template.
SEO
- SEO necessitates a large number of moving parts and contributors.
With our comprehensive SEO template, you can easily manage your SEO
activities.
RFP - Customize this High level request for
proposal (RFP) template to help buyers make informed decisions about
business partnerships or purchases by explaining product or service
needs to vendors.
Customer Acquisition Strategy - Quickly plan & execute a customer acquisition project
Risk Tracker
Using this template, you can plan for project risks. Risk will
occur, but you can prepare for it by having a response plan in place.
Wedding Planner
Use this wedding checklist to help you plan your wedding without stress.
Organize and personalize this template to make your wedding day
perfect.
Travel
Trip planning is the key to a stress-free getaway when it comes to
making the most of your time away from the office. Preparing for every
aspect of your trip with our high level travel itinerary template is the
first step toward total relaxation.
Vehicle inspection
It's a good idea to inspect your vehicle on a regular basis. This
ensures your and your family's safety. With our template, you can get
started quickly.
UX Research
With this template, you can easily create and repeat processes for conducting UX research.
Accounting
With this template, you can easily keep track of your accounts and financial statements.
Apartment Maintenance
With this project template, you can streamline and standardize maintenance tasks for apartments, ensuring consistent and efficient upkeep.
Retail Store
With our Retail Store project template, you can easily set up your own retail store.
Pharma
Quality Control & Assurance in Pharma - Define quality control parameters and create a QA project.
Supply Chain Management for Pharma - Create and manage a end to end supply chain project for pharma industry.
Drug Development & Clinical Trials - Manage the drug development and clinical trial project.
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