About projects | Zoho Sprints Help

About projects

A project within Zoho Sprints is an entity that encompasses certain goals to be achieved. A product or business can have multiple streams and various sets of goals ahead. These goals can be grouped into projects with each having a definite or indefinite run time.


Info
For example, a software building firm that specializes in developing applications for businesses will have multiple teams working on multiple apps for different customers. Each app building venture can be a separate project. Let's assume there is a requirement to create an appointment booking application for a hospital, an inventory management application for a warehouse, and a student profile management application for an educational institution. The firm needs to oversee resource allocation, time management, progress of tasks, and timely release of deliverables. Each application's scope can be different. Taking up each one as a separate project will help teams be better organized, set specific goals, define appropriate timelines, and manage them independently.


Notes
To create a project, you need to set up your Zoho Sprints workspace and form your project team.
The workspace owner or the admin must add users to the workspace so that they can be assigned to their respective projects.

Project Attributes 

Project type - There're two supported project types: scrum and kanban. These are both agile based project management approaches that help structure and maintain your project.

Project owner - Project owner has a certain levels of permissions that the project user does not have. The project owner can add users to the project, assign roles and permissions to the users, and edit project details.

Project group - Project groups allow you to club projects based on similarities or common factors. Let's take the above-mentioned example of a software building firm. Each business vertical like hospitality, healthcare education, manufacturing, etc can be a group under which the projects are categorized.

Project layout - Layout refers to the composition of your project like the fields and details that it will include. Zoho Sprints has a standard in-built layout that is applied to the project by default. You can customize and create new layouts and apply them to your projects.

Project status - Each project, like the tasks in them, go through various stages until completion. You can mark the status in which a project is in.

Project prefix - Provide an identification to each project. This serves as a quick, visual aid to locate and access the project. All projects have default prefixes based on the project names.   Let's say a project is a collection of work items and if you need to call a particular work item from a specific project, you can call the project using its prefix and the work items using the same prefix id.

If you name the project 'Categories', by default your prefix will be 'CAT'. This is used to name the work items in your project. For example, if you create a task titled 'Categorize according to the size', then the ID of the task is CAT - I1, and you create a bug titled 'Filter not working', then the ID of the bug is CAT - I2.

About estimation type   

Every work item in your project is defined with estimation points. They are used to measure the size of the work items. Select a standard estimation point system in your project is vital to get analytical insights. Estimation type is defined either by the Admin or the Manager of the project.
 

 Estimation as an assessment metric 

Agile project management technique works more on the concept "Effort of your team". To define the effort of your team, Agile uses a standard estimation system. Before beginning the work, agile teams spend enough time to estimate the amount of effort and complexity involved in delivering the work been assigned. Estimating a work needs a system that helps team focus on a standard effort mechanism. This will help the teams to manage every work effectively. A project on the whole needs a standard effort mechanism to define every work that is added and hence estimation type is defined before the actual work starts.
 

What are estimation points?  

Estimation points are based on the estimation type that you set while creating your project. It is the measure of effort that you set for every work item in your backlog or sprint. If the estimation points are bigger, then the effort required to finish the work item is more, and vice-versa. It's always better to estimate the work items based on the real effort that you require to complete them. Estimation points can be defined by the person who does the work. They can either be decided during the planning phase by the admin and the sprint owner or can be left to the members to decide on the effort required for the work they do. Learn how to define estimation points.
 
Zoho Sprints has a whole lot of customizations available for your project. You can add custom item types, item status, priorities, etc in the Project Settings section.

Access privileges


Admin
Manager
Member
Add project



View by All, Favorites, Group, and Owner



Pin and unpin projects



Edit project

 * Project creator

Delete project

 * Project creator

Reorder projects



Archive projects



Favorite projects


  
  • * Represents user limitations



        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            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







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    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


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            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 Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • Organize and view projects

                                                                                                                                      Most businesses, large and small, tend to adopt a process that helps break down tasks and goals into manageable entities. Zoho Sprints enables you to streamline your business into projects with achievable goals. You can have multiple projects in a ...
                                                                                                                                    • About project templates

                                                                                                                                      A template is a form or a predetermined structure that can be repurposed to work on something similar to it. Its principle is to function as a guide that helps minimize effort of starting from scratch. Some familiar examples include website templates ...
                                                                                                                                    • Customize project layouts

                                                                                                                                      The project creation form is composed of fields that help capture the project details that you need recorded. Zoho Sprints has a predefined standard layout that is applied by default. However, the form comes with a customizable layout. This enables ...
                                                                                                                                    • Create project template

                                                                                                                                      A project template in Zoho Sprints provides you the option to reuse project structure. This allows you to save and repurpose a project to build a new project. Create project template without data To create a project template: Go to the all projects ...
                                                                                                                                    • Manage project templates

                                                                                                                                      To view and organize the project templates, Zoho Sprints has search, filters, and views. Utilize these actions to handle your project templates efficiently. Access template To open or access a project template: Go to the all projects tab. Select ...
                                                                                                                                      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