Zoho Projects | Projects | Knowledge Base

Projects
Users
All users who belong to a project will be listed in this section. Search Users Click the icon at the top right and enter the user's name. Add User Click the icon at the top-left corner. Select Projects. Go to a project. Click Users. Click the icon at ...
Documents
Access Documents Select Projects from the bottom menu. Click on a project. Select Documents. All the documents of this project will be listed in this section. Add new Documents Click the icon at the top-right. Select a file. Click Save. Switch View ...
Dashboard
You can view all the dashboard components specific to a project from this section. Get a detailed look at the dashboard component separately by clicking at the bottom-right corner of the component. Click the dashboard component to view the data ...
Timesheet
Timesheet Sort: Click the icon to group and sort the logged hours. New log: Add a new time log from this module by clicking the icon at the top-right. Choose the Log type and enter the related details, and click Save. Time log details: Tap on a time ...
Gantt Chart
Gantt chart The Gantt chart displays a visual representation of your project schedule. It also shows information about the task progress, task owner, task status, and other task-related data. Feature availability: The Gantt chart is only supported in ...
Forums
Forums list view Add Forum Click the icon at the top-right corner. Enter the forum information. Click Save. View Forums You can view the forums based on type by selecting a specific view under the View by option. Select All Types if you need to view ...
Phases
Phases listing page The Phases tab lists the phases of the project. Access Phases Go to the Projects module. Choose a specific project. Tap Phases. Below are the features available within the Phases listing page: Add Phase Click the icon at the ...
Issues
Issues listing page Access Issues To view issues for the current project: Go to the Projects module. Select a project. Click on Issues. Add Issues Click the icon at the top-right corner to add new issues to the project. Group and Sort Issues Click ...
Tasks
Tasks listing page Within the task listing page, you can perform the below actions. Add Tasks Click the icon at the top right to add new tasks to the project. Group and Sort Tasks Click the icon at the top. Tap on Sort. Select a group by criteria. ...
Introduction to Projects
You can view all projects within the a selected portal from the Projects module in the mobile app. Grouped projects will be listed first, and ungrouped projects will follow. View Projects View your active projects or archived projects by selecting ...

Access your files securely from anywhere

Start tracking your website metrics today

Use PageSense to understand what your visitors are looking for, how they are behaving, and where they are facing problems on your website.

Ready to improve your website's performance?

Install the PageSense code snippet on your site in a matter of minutes and start collecting in-depth data about the website visitors to grow your business.

Track and measure every business goal

Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

Understand the customer journey on your website

Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

Visualize your visitor's behavior with color codes

Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

Record real visitor interactions on your website

Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

Test and optimize webpages for better conversions

Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.

Give each customer a unique website experience

Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.

Grow your business through customer feedback

Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.

Send timely updates that customers love

Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.

Advertise your business to website visitors

Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.

Access more advanced settings in PageSense

Use PageSense's advanced features like creating mutually exclusive groups, enabling cross-domain tracking, configuring customized project JS, and more to get deeper insights about your website.

Try easy-to-use extensions

Download the PageSense extension app available for your web browser with a few clicks and start collecting all of your required website metrics in real time.

Discover your favorite integrations with PageSense

Get a deeper look at your website's data by seamlessly integrating PageSense with a host of popular third-party apps like Google Analytics, Mixpanel, Intercom, and more.