Create and manage projects | Zoho Sprints Help

Create and manage projects

A project in Zoho Sprints is a basic entity that houses the tasks, the process, and the goals for a particular venture in your organization. There can be multiple projects in your workspace.

Create project

Before creating your project, you need to create a workspace and configure your workspace settings and project settings. Defining these settings at the outset helps you build a concrete foundation for your projects to rest on and to tap into the complete potential of the dependent capabilities that provide you with insightful data and automation.

To create a project:
  1. Go to the all projects tab.
  2. Click the Create button.

  3. Select Project option.
  4. Enter Project Name.
  5. Choose the Project Type based on the your project management requirement.
  6. Provide a Description of the project.
  7. Select a Project Layout. The standard layout is the default layout.
  8. Assign an Owner for the project.
  9. Select a Project Group. To create a new group, enter the group name and click the Create button.
    Note: To edit group name, select View as group in the project listing page and hover on the group name. Click Edit and modify the group name.
  10. Enter a Project Prefix. (This will be used to identify the project.)
  11. Specify Start and End dates for the project.
  12. Select the Project Status to denote the position of the project.
  13. Click the Create button.
    1. You can add more fields to this form and include custom fields.
The project will be created and listed on the listing page and the Project Backlog will be available for you to start adding work items.

Notes
  1. All workspace admins are added to the project by default.
  2. The Add More option will only appear after you have filled the five existing email fields.

View and edit project details

The project related specifications are available on the details page. You can navigate to this page to view and edit those specifications.

To view and edit project details:
  1. Go to the all projects tab.
  2. Hover on the project card and click the View Project Details icon. 

  3. The Project Details page will appear with the following tabs:
    1. Details: View and edit specifications like layout, project folder, owner, group, start and end dates, project status, and other custom field data.
    2. Dashboard: View charts on the weekly status, item completion percentage, user engagement, log and billing details, and a comparison of the actual progress and planned progress.
    3. Description: View and edit the project description.
    4. Comment: Add and edit comments on the project, start a discussion, mention users or groups to notify them, convert comment to item, and copy comment URL.
    5. Project Users: View and manage members who are associated with the project.
    6. Client Users: View and manage clients who are associated with the project.
    7. Vendor Users: View and manage vendors who are associated with the project.
  4. Click the Update button to save the changes.
Alternatively,
  1. Go to the all projects tab or the required project folder. The projects will be listed as cards.
  2. Click the required project. The project backlog will appear.
  3. Hover on the info icon near the project title. The View Project Details link will appear.

  4. Click the view details link. The Project Details page will appear with the following tabs:
Notes
  1. Click the chat icon to start a group chat.
  2. Click the Project Title to edit it.
  3. View completion percentage of sprints, items, and releases of the projects.

Access project

To open or access a project:
  1. Go to the all projects tab or the required project folder. The projects will be listed as cards.
  2. Click the required project. The project backlog will appear.

Delete project

To delete a project:
  1. Go to the all projects tab.
  2. Hover on the project card. The View Details link will appear.
  3. Click the View Details link. The details page will appear.
  4. Click the delete icon in the right menu bar. A confirmation pop-up will appear.
  5. Click the Delete button.
NotesAll details stored in the project will be deleted. The deleted project will be available in the recycle bin for a period of 15 days, after which it will be permanently deleted.

Restore deleted projects

You can restore deleted projects from the recycle bin within 15 days from the date of deletion.

To restore project:
  1. Click the gear icon in the top right corner. The settings page will appear.
  2. Go to Recycle Bin under Data Administration. The listing page will display the deleted projects.
  3. Hover on the project that needs to be restored.
  4. Click the Restore link. The project will be restored and will be available on the project listing page.

      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 FormsLegalMobile App
                              Form DesignerHRMobile 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 FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      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

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                               
                                                                

                                                              Videos

                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                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

                                                                                                                        • Create and manage sprints

                                                                                                                          Zoho Sprints enables you to run your projects in a series of short term projects that are sprints. A sprint in agile project management can be defined as the shortest span of time within which a select few tasks are completed. The completion of those ...
                                                                                                                        • 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 ...
                                                                                                                        • 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 ...
                                                                                                                        • What is the difference between Zoho Sprints and Zoho Projects?

                                                                                                                          While both, Zoho Sprints and Zoho Projects, are software project management tools that helps businesses manage work efficiently, they are unique in how projects are run in them. Zoho Projects offers conventional project management techniques with the ...
                                                                                                                        • Create and manage release

                                                                                                                          Releases enable you to plan, supervise, and deliver on the work items efficiently. Creating and managing your release is made simple and effective in Zoho Sprints. Create release To create release: Open the required project. Go to the Release module. ...
                                                                                                                          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