Tip #8: Colabora con tu equipo a través de Zoho Projects

Tip #8: Colabora con tu equipo a través de Zoho Projects

Tips and Tricks #8 para Zoho Projects
Hola comunidad en español,

No cabe duda de que la cultura de trabajo ha cambiado para gran parte de la población. Si antes lo más común era trabajar con nuestros compañeros en el mismo espacio físico, ahora los equipos pueden encontrarse distribuidos - y la nueva realidad requiere de recursos que nos permitan seguir colaborando. En el tip de hoy para Zoho Projects os voy a mostrar algunas formas de comunicación y colaboración disponibles a la hora de gestionar proyectos. No te olvides consultar el resto de Tips and Tricks para Zoho Projects publicados en la comunidad, ¡y participa!

Tip #8: Colabora con tu equipo a través de Zoho Projects.
Colaborar en tu entorno de trabajo genera nuevas ideas, y permite alcanzar mejores resultados en muchas ocasiones. Una colaboración exitosa se basa en tres pilares: una comunicación efectiva, procesos consistentes, y las herramientas de colaboración para proyectos adecuadas. Zoho Projects dispone de estas herramientas ya integradas en la aplicación, por lo que si la utilizas, lo único que necesitas saber es dónde encontrar estas herramientas.

Fuente (Feeds)
Fuente permite a las personas encargadas de la gestión de proyectos mantener a sus equipos informados, ya sea con actualizaciones de estado de carácter crítico, actualizaciones diarias, y otras notificaciones. Esta pestaña se encuentra en la parte superior de la aplicación.



Desde aquí puedes comentar con tu equipo estas actualizaciones, los progresos del proyecto, o lo que necesites en ese momento. Para más información, accede a este enlace.

Foros
La pestaña de foros ayudan a iniciar anuncios a nivel organizacional, así como compartir información relevante e iniciar discusiones en las que todo el equipo pueda participar. 



Los foros se encuentran en la pestaña izquierda de tu proyecto. Si no se muestra, accede a Configuración > Configuración del proyecto > Organizar pestañas, y habilítala. Descubre más sobre los Foros aquí. 

Documentos
La pestaña de documentos actúa como repositorio central de documentos como contratos, balances, y presentaciones de diapositivas que generan los proyectos. Documentar archivos internos permite crear un centro de conocimientos del que todos puedan formar parte, ya sea contribuyendo, editando, revisando, subiendo o catalogando archivos de proyecto.
Puedes acceder a la misma y empezar a organizar tus documentos desde el panel izquierdo. Para más información, accede a este enlace.

Integraciones con aplicaciones colaborativas
Por último, Zoho Projects tiene disponible la integración con dos de nuestras aplicaciones para la comunicación más populares: Zoho Cliq y Zoho Meeting. Con ellas, puedes hacer cosas como iniciar y crear reuniones o chats desde una tarea, permitiendo una comunicación sin fricciones.



Descubre cómo integrar Zoho Meeting y Zoho Cliq de forma sencilla en Zoho Projects.

Dinos, ¿cuáles son las herramientas de colaboración más utilizadas entre tus equipos? Te leemos en comentarios.

      • Recent Topics

      • AT - Austrian Accountant familiar with ZOHO

        Hello, as I have just migrated to ZOHO and unfortunately have to change my accountant next year, I am looking for an accountant (for Austria) who already has experience with Zoho or who already manages clients using Zoho books. Is there anyone here from

      • Zoho Workflow issue

        Dear Zoho Users, I have Zoho Books premium subscription, I have created a email alerts workflow for Invoices and following are the configurations for the same: 1. Workflow for Invoice module 2. Choose when to tigger - created or edited 3. Filter the triggers

      • Accounting on the Go Series-53: Swift Transactions at Your Fingertips-Zoho Books in Your Control Center

        Hello again, We’ve all had those moments where you need to get something done quickly, but the process of unlocking your phone, finding the app, and navigating through menus slows you down. Now, with Zoho Books integrated into the iOS 18 Control Center,

      • Update on PDF Download Issues Caused by Antivirus Software

        Hello users, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reports

      • Accounting on the Go Series-54: Effortlessly Find Your Zoho Books Customers in Your Phone’s Contact List

        Hello Zoho Books users! How are you all ? We’re happy to share a handy new feature in Zoho Books mobile app. Now, you can access your Zoho Books customers right from your phone's contact list, making it easier to stay connected on the go. How this can

      • Integration of Phase 2 -e-invoicing- KSA

        Zoho Team, I want to get a training of integration of phase 2 invoicing KSA in zoho step by step.

      • I can not save new invoice

        Hello Now I am trying to save a new invoice but I can not save it because showing unpaid invoice warning which are not overdue. Please let me know how to skip unpaid invoice warning letter and save new invoice. Thank you

      • ADD CONDITIONS FOR FIELD IN ZOHO BOOKS TEMPLATE CUSTOMAZATION

        HELLO I WANT TO ADD CONDITIONS FOR FIELD IN ZOHO BOOKS TEMPLATE CUSTOMAZATION FOR SALES ORDER . I HAVE SET %StatusStamp% IF APPROVAL I WANT THAT TEXT TO BE DISPLAYED WITH GREEN COLOR OTHERWISE OF OTHERR STATUS RED COLOR AS SHOWN IN CODE BELOW . BUT IT

      • Accounting on the Go Series-55: Seamlessly Add New Vendors While Creating Transactions from Scanned Documents

        Hi there! We’ve made handling documents and vendors in Zoho Books even simpler. Now, when you upload a document and scan it, if the app detects a vendor that isn’t already in your organization, you don’t have to leave the page to add them manually. With

      • Accounting on the Go Series-57: Effortlessly Add and Manage Bank Accounts from the Zoho Books Mobile App

        Hi all, Great news for our users in the US and Canada! Managing your finances just got a whole lot easier. Zoho Books has always made it seamless to integrate bank accounts and fetch feeds automatically. Now, we’re taking it up a notch—directly from the

      • Accounting on the Go Series:58-Effortless Compliance: Download XML for Invoices & Credit Notes on Mobile

        Hi there! In Mexico, XML files are crucial for electronic invoicing and fulfilling SAT (Tax Administration Service) requirements. These files ensure your transactions are accurately recorded and tax-compliant. Now, you don’t need to rely on the web app

      • Auto Generated Invoice number YEAR

        Auto Generated Invoice number shows transaction year as 25 even though it's 24 still.

      • Books generiert keine valide XRechnung

        Hallo zusammen, ich möchte hier ein Problem ansprechen, das mir aktuell bei der Nutzung von Books erhebliche Schwierigkeiten bereitet, und hoffe auf Austausch oder Lösungsansätze von anderen Nutzern. Bei der Erstellung von XRechnungen mit Books treten

      • WHEN UPDATE ORGANIZATION INFO OLD INVOICES ALSO CHANGE INVOICING DATA

        Hi We have updated our tax information because we have become a company, up until now we were an individual. The problem is that when updating the data in the zoho books profile all the old invoices change their tax information as well. Is there a way

      • Invoice import error - duplicate customer name column - there are no duplicates

        It is not allowing the importing of any rows because of a duplicate customer name problem, but there are no duplicates in the custoemr name row. Has anyone dealt with this issue before?

      • [WEBINAR][Feb 2025] Automate your entire financial operations from receipts to reconciliation with Zoho Books & Zoho Expense integration

        Hello there, We are hosting a free, live webinar on the importance of travel and expense management solutions for businesses, and how Zoho Expense automatically syncs with Zoho Books to simplify your accounting even further. The webinar is on February

      • Customize Layout

        I am using "Customize Layot" for customize Quotation template but I try to add logo into the header by "%ScaledLogoImage%" code but dont add logo into header. what is problem?

      • Problem - cant add Users (i.e. Zoho one / CRM Users) to BCC or CC in email, i.e. Sales orders or Retainers

        I can go to zoho books email templates, and select any email template, and automatically include any Zoho One user, i.e. member of staff. However in the context of sending an email, it will not let us add a member of staff from the user list, instead

      • UK MTD ITSA

        UK Making Tax Digital for Income Tax I have had notice this is to apply from April 2026. What is Zoho doing about this? I will need to start planning to implement this in the next months so need an update as to what I will and will not be able to do in

      • Partial refunds

        I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about this

      • Zoho Books Roadshows are back in the UAE!

        Hello there, Business owners and accounting professionals of the UAE, we’re coming to your cities! FTA accredited Zoho Books is now officially one of the Digital Tax Integrators in the UAE. With the newly launched direct VAT filing capabilities, we're

      • New user After moving over from QBO

        New user observations/suggestions. QBO took away a lot of features I was used to with the desktop version. Chaos ensued. Zoho Books has a lot of what I was used to and a bit more. Good deal Some things I have run into and suggest some upgrades. 1: The

      • Sole Trader - Financial Advisor (Appointed Representative) - Paid via Capital Account but no Invoicing...

        Hi. I'm about to venture into a new business after 12 months of intensive learning/exams. A little chuffed if I may say so especially at 52! I really like the look of ZoHo Books for my modest enterprise but I'm in need of some guidance, please. My services

      • Multi-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)

        We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in Boxes

      • Disputed Purchase Invoices

        We have recently moved to Zoho Books from Sage. In Sage we were able to post a purchase/vendor invoice but mark it as on dispute. This would usually be a pricing query or if something was damaged. It would show in their ledger, so we could agree their

      • No TDS Deduction

        In some of our case, where we are reselling items at the same rate we purchased. In this scenario, Indian IT Law has a provision to request customer not to deduct TDS if the transaction value is same. TDS is paid by us (intermediary reseller) before we

      • CBSA - GST CHARGES on imports

        Hi there, We have a questions about landed cost categorization. We received a shipment from overseas. CBSA invoiced us for the GST on the items. Now we entered the CBSA-GST as a separate bill and attached it as landed cost to the main invoice based on

      • Zoho Books

        How do I manually insert opening balance?

      • Sales order & purchase order item links for item details

        This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,

      • Bank charges are applied. Please select a bank account.

        Hello, I'm trying to add bank charges to a customer payment, but I get the error message "Bank charges are applied. Please select a bank account." I found this old thread, where it says that I need to "select a Bank account for the 'Deposit To' dropdown

      • How to add receipts

        How to add receipts

      • Support for auto-upgrade in TrueSync (for Windows)

        WorkDrive TrueSync app now supports auto-upgrading to the latest version for Windows OS. You must manually download and install the TrueSync app version 3.4.0 to avail this feature. Download the latest TrueSync app for Windows (version 3.4.0) Supported

      • WorkDrive API Documentation

        WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.

      • March 15, 2023: Zoho Docs is discontinued

        As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaboration

      • Introducing WorkDrive 4.0: Enhanced productivity. Advanced data administration. (Phase 1)

        Hello All, We're excited to share the release of WorkDrive 4.0, which includes important new features and enhancements focused primarily on productivity, secure collaboration, data administration, integrations, and user experience. Read the official announcement

      • External download link limit

        Can You please help us to understand this For Zoho WorkDrive external users, the download limit is a maximum of 5 GB total download size and a maximum of 50 first-level files and folders What is the meaning of first level? We are using these files in

      • Dynamically catching new file creations

        I have a team folder with many subfolders, and in those folders we add new documents all the time. I'd like to have a workflow or script to notify me (and then take other actions) when a file is added anywhere in that structure that ends in "summary.txt".

      • Rotate an Image in Workdrive Image Editor

        I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload

      • Workflow workdrive rollout

        Hi! When will workflow be rolled out to all users? Thanks.

      • Creating and managing a Team Folder using WorkDrive TrueSync

        Hello everyone, Are you tired of constantly switching between your Desktop TrueSync app and the WorkDrive web app to create and manage Team Folders? We’ve made things easier for you. You can now create and manage Team Folders directly within the TrueSync

      • Next Page