Onboard new users easily with native screen recording in Zoho Projects Plus

Onboard new users easily with native screen recording in Zoho Projects Plus

Communication involving both visual and audio elements tends to capture more interest among the audience. Whenever we onboard new employees to the organization, the task of engaging them in the induction sessions, and keeping the spark going in their trainings, decide the environment we setup for them.

Training them on working with hybrid projects involving both comprehensive and agile project management methods might look like a challenge, especially when you are using two different tools to manage them. However, Zoho Projects Plus has you covered.

On top of supporting comprehensive and agile project management within a single platform, you can use our native screen recording feature—WorkDrive Snap, to record your screens as you navigate through Projects Plus and also include a video or audio commentary of the trainer explaining project concepts to your teams.



To use this feature, navigate to WorkDrive in the left menu, click New and select Record. You can choose from the options to either record your screen or video or audio. Here's a step-by-step guide on using WorkDrive Snap.

These recorded clips can be saved and shared from WorkDrive, and also used as attachments in Projects and Sprints. Apart from user training, they can be used to share detailed video feedback, report errors, or provide updates with stakeholders.

Let us know how useful this feature is for your business. Sign up for Zoho Projects Plus today! You can also visit our KB for detailed insights. If you have any questions or would like a walk-through, please email us at support@zohoprojectsplus.com

    • Sticky Posts

    • Introducing Zoho Projects Plus!

      Just as each project you execute is unique, so is the project management requirement. Following a one-size-fits-all approach to managing your projects might limit the possibilities of exploration and advancement for your teams. Acknowledging this, project
      • Recent Topics

      • My followed tickets extension is not working under the All departments view

        Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this p
      • Ticket Time Entry to Timesheet

        The title just about sums it up. I have searched here and not found anything relevant, but If I overlooked, then please set me straight.  We have staff that do nothing but close tickets in desk all day long. These tickets represent their timesheet. Is there a way to have this information sync or for a tech to go into their timesheet themselves and sync it with their tickets of the same timeframe?? We waste a ton of time doing timesheets and the old "Clock in/Clock out" isnt detailed enough for us!!
      • Calls undetected.

        The call is not showing on the call log.
      • Calls undetected

        Zoho is not reading calls made.
      • Multi-currency and Products

        One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 
      • Missing information data Zoho inventory

        there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les
      • Calendar Events Issues

        Not able to view scheduled events on my calendar
      • Extensions 101 webinar series: Build, integrate, and monetize with extensions

        Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last
      • Custom Related List Inside Zoho Books

        Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");
      • Where are recordings stored?

        I have hosted a couple of test meeting, used the "record" button to start and stop the recording but I am unable to find where are those recordings saved?  Can anybody help? Thanks
      • Zoho Desk's integration with Microsoft PowerBI delivers advanced analytics insights

        Hello everyone, Gaining advanced insights through reports and dashboards is one of the critical requirements of every business. In addition to key metrics tracked in Zoho Desk, such as agent performance, SLA adherence, and ticket lifecycle, businesses
      • IMAP error message in Zoho mail

        I cannot send emails today. Everything fine for years until today. Get a message: "You are yet to enable IMAP for your account. Please contact your administrator". Does anyone know how to correct this?
      • IMAP stopped working today

        Hello! I've been a paid customer for more than 10 years, IMAP was always working fine. But today this is the error I've got on my iPhone: I've tried toggling the IMAP for my account (Mail -> Settings -> Mail accounts) off and on again, but that did not
      • Are custom portals accessible on the Zoho learn smartphone app?

        In other words, can users external to my organisation, once signed up, use the app in the same way as internal users? Thanks
      • Zoho Books/Inventory - Update Marketplace Sales Order via API

        Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected
      • Conditional Layouts On Multi Select Field

        How we can use Conditional Layouts On Multi Select Field field? Please help.
      • Multiple columns in a form

        I am evaluating Zoho Creator. However, I am seeing almost no layout control on a form.  Just a basic 1 or 2 column format that is then imposed on the entire form.  That's not going to work for many, many real world cases. We need multiple columns per line, and we need each line/section to occupy a single column or be able to span the columns.   Someone please tell me that I'm missing something and the capability is actually there.  
      • Global search

        Hi! I think it would be great to have a global search that would give you results from all records of a database, no only for a single field of a single form as we have now. Thanks!
      • Any insights about API/v2? Having problem for a while.

        I don't know why it is throwing a 404 error, my report name is correct. Has someone had this issue and how you fix it?
      • Edit QR code with redirect to form

        Guten morgen, wir haben ein Formular Reklamation_erstellen. Dort soll ein QR Code erstellt werden, der im Lieferschein angezeigt wird. Beim Scannen auf dem soll das jeweilige Formular zum BEARBEITEN geöffnet werden. Leider bekomme ich es nur so hin, dass
      • Getting all the ingredients together for baking an app

        Good day everyone. After reading a lot of the help docs and watching videos, I now started on my app. To prevent hours and hours wasted on going down the wrong track, I would like some clarification on the following. But first some background: I have
      • Help Needed with Configuring ZC Microservice

        I'm attempting to create a simple microservice, but am running into problems with scope and auth. Using Custom API Builder, here's my setup: 1. Method: GET 2. Auth: OAuth2 3. User Scope: All users 4. Response: Standard 5. Function: A function that returns
      • Creator Simplified #10: Predefine Form Field Values and Make Them Read-Only for Users

        Hey Creators, Ready for this week's tip in the Creator Simplified series? Today, we will explore how to have read only fields in a form. Use Case: Assume a scenario where the default value for a Department field needs to be English Literature, but you
      • Zoho Mail : Email Outgoing Blocked

        I suddenly received the following message yesterday. I cannot send any mail. Please resolve as soon as possible, I cannot work without sending email. Dear User, We regret to inform you that your email outgoing has been blocked and you will not be able
      • Creator and Tables

        Good day. I am trying to create my first application. I have imported my data into Tables and am creating my app in Creator. I do not see my tables and cannot see how to write forms data to a table. Even the Workflow just uses the form. In one of the
      • customer Name and address details

        i created one application there is no customer details in that . how to add customer details and
      • Recalculate every row in the subform

        Hello, Can anyone help me with a script, please? I have an issue. Sometimes it happens, that in a multi row subform one of the rows show an incorrect row total value. Not really understand how it can happen, if I have a 20 row subform, 19 rows show correct
      • Creating Repeat Forms that remove redundancies

        I wanted to understand if you can make multi-layer forms that reduce the need for users to input information in again and again. We want a form that our suppliers fill out per ingredient they sell, and the end result should have the Ingredient (Section
      • What is the difference between the free plan and the mail lite plan?

        What is the difference between the free plan and the mail lite plan? How many emails can I send per day?
      • Unblock email

        Hi The outgoing mail from a client of me is blocked. I already made tickets and tickets are send to the EU desk but nobody is responding. The problem is already 4 days! There is absolutely no help from the support. I am really not satisfied at all! Can
      • Domain verification failure

        Hello Zoho Support, I purchased my domain directly through Zoho Mail, but the domain verification keeps failing with the message “TXT verification failed.” I’ve already waited and retried several times, but it still won’t verify. Could you please manually
      • Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

        My email account is unable to send emails, and I urgently need to use it. How can I resolve this?If there is anything we have done wrong, please let us know in advance so we can actively cooperate to improve. User ID: 850482493
      • URGENT: Email stopped workin - can't access admin panel

        For some reason email sending stopped working. When I try to send an email it fails with "Unable to send message;Reason:451 4.7.1 Temporary system error" I can receive email just fine I see in my notifications some errors about the MX records, however
      • Can I associate an invoice to a Project after the fact?

        We have generated an invoice but would like to assoicate it to a Zoho Project after the fact.  Is there any way to accomplish that? Thanks, Scott
      • Emails I send as a cc or bcc NEVER GO THROUGH TO THA RECEIVER !!

        every time i send a cc or bcc copy of an email to anyone when I’m using my zohomail.com email - no one ever gets the cc of bcc copy if the email: why???? And i triple check that the email addresses are correct; then i get back an email message (EVERYTIME)
      • Cannot see correct DNS config for mail after moving domain to another provider

        I have moved my domain from one provider to another and after that zoho mail stopped working (expected). Problem is, zoho mail admin panel still shows (10 hours after move) that all records are correct while I haven't changed anything in my domain DNS
      • Add Support for Authenticator App MFA in Zoho Desk Help Center

        Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,
      • Auto-fill Contacts in Zoho Mail not working for me

        We just switched to Zoho Mail for our company, and I am noticing that the "auto fill" feature when composing an email -- where the "to" field is autofilled (like in the attachment) from Contatcts works for everyone except me. Any way I might have made
      • How to unlink a SAML user from the existing Zoho Desk user (domain change case)

        Hi everyone, I’m trying to understand how to handle a situation where a customer changes their company domain. In our setup, users authenticate via SAML, so when the domain changes, the SAML system treats them as a new user. However, in Zoho Desk, I’d
      • Price Managment

        I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just
      • Next Page