Comment collaborer sur la gestion de projets avec Zoho One

Comment collaborer sur la gestion de projets avec Zoho One


Bonjour à tous,
Dans notre article précédent sur la collaboration avec Zoho One, nous avons déjà vu comment Zoho One vous permet de collaborer à différents niveaux. A présent, nous allons découvrir comment Zoho Projects vous permet de collaborer au niveau des projets.

Pourquoi avez-vous besoin d'un outil de gestion de projets collaboratif ?
Un outil de gestion de projet, comme son nom l’indique, permet à une entreprise de planifier un travail et de suivre la gestion des tâches qui le composent. En effet, d'un projet découlent nombre d'étapes et de tâches à chacune d'elles, ce qui demandent forcément de l'organisation de la part des membres de l'équipe à qui elles sont assignées. Le manque d'organisation, de communication et de rigueur est ce qui compromet le projet : doublon de personnes sur une tâche (manque de communication), personne sur une autre (manque d'organisation), ou tâche non mise à jour ou en retard (manque de rigueur)... nombreux sont ces petits couacs qui en définitivement font perdre en temps, énergie et motivation.
C'est pour cela que les outils de gestion de projets permettent de décomposer les étapes et d'assigner des tâches, des rappels, de mettre en place un planning personnalisé, d'évaluer la durée d'une tâche, de se faire des notes, de communiquer, afin de réagir le plus rapidement possible lorsque c'est nécessaire et de mener le projet à bien en diminuant au maximum les risques.

Fonctionnalités
  • Les principales fonctionnalités du logiciel de gestion de projet sont les suivantes :
  • Planification quotidienne et périodique
  • Répartition des tâches et suivi
  • Gestion des ressources
  • Facilitation de la communication
  • Suivi de la rentabilité des projets
  • Vision globale
      Le logiciel de gestion de projet est un véritable outil qui vous permettra d’être en permanence connecté avec toutes les parties prenantes du projet et d’en suivre l’avancement. La communication, par son partage de documents et ses discussions facilitées, permet de rentabiliser le productivité.

Le rôle de Zoho Projects
Zoho Projects, vous permet de gérer vos projets simples comme complexes. Il constitue une solution complète à vos problèmes quotidiens de gestion de projet et apporte une valeur ajoutée à votre organisation. Voici les principales caractéristiques de Zoho Projects.

Planification - En décomposant vos projets en jalons, tâches et sous-tâches, votre travail n'a jamais été aussi facile. Zoho Projects vous permet d'attribuer les tâches aux utilisateurs pour que le chef de projet puisse ainsi suivre leur statut. Les diagrammes de Gantt vous permettent de visualiser les plans de projet et suivre leur progression efficacement.

La vue Kanban des tâches 


Diagrammes de Gnatt

Collaboration - Grâce aux flux itératifs vous obtenez les mises à jour rapides. Le tchat personnel ou en groupe vous aide à être sur la même longueur d'onde que vos coéquipiers et cette messagerie collaborative interne permet en outre d’archiver les échanges sur le projet et de conserver toutes les bonnes idées. La communication entre collaborateurs est essentielle dans la réussite d’un projet quel qu’il soit. Zoho Projects vous aider à discuter, à fixer des alertes et recevoir des notifications et à savoir exactement où en sont les collaborateurs dans l’exécution des tâches.
Flux Intéractifs


Suivi - Les rapports et les graphiques vous permettent de suivre facilement le travail au sein d'un même projet ou d'un projet à l'autre.
Les Rapports


Productivité - Les feuilles de temps, le tableau d'utilisation des ressources et les chronomètres globaux vous aident à mesurer efficacement la productivité.

Gestion des connaissances - Au-delà de ces avantages, Zoho Projects résout des problèmes de partage de documents et d’éloignement entre les différents collaborateurs. Vous pouvez facilement organiser les fichiers associés à un projet particulier et évidemment travailler dessus. Vous ne risquez plus de confondre les différentes versions d'un même document. L'intégration de Zoho WorkDrive vous permet de gérer les fichiers : tous vos documents sont classés et se retrouvent accessibles à l’ensemble des membres du projet. Vos informations sensibles sont, en plus de cela, sécurisées. Cela permet de discuter au sein des équipes dans votre portail en toute simplicité et en toute quiétude.
Accès aux documents 


Facturation efficace - Facturez les projets en fonction des heures et du personnel et ce de manière méticuleuse.

Gestion des problèmes - Le module Bugs vous aide à soumettre, suivre et fermer les bugs de votre projet.

Transparence - Zoho Projects offre aux chefs de projet une présentation de l’état d’avancement du projet, en temps réel. L’accès aux commandes, aux demandes de modification, aux factures, aux informations clients et autres renseignements essentiels peut s’effectuer directement, sans avoir à solliciter les données auprès des départements.

Intégration - Intégrez Zoho Projects à Zoho CRM, Zoho Invoice, Zoho Desk, Zoho Books, Zoho Cliq, pourquoi pas vos applications tierces et accédez aux données en toute fluidité. Pour en savoir plus, visitez la page intégrations.

Nous avons fait un webinar à ce sujet, si vous souhaitez approfondir et voir une démonstration.


N'hésitez pas à nous faire part de votre opinion en commentaire sur Zoho Projects et de la façon dont vous l'utilisez.

L'équipe Zoho France


      • Sticky Posts

      • Collaboration sans faille avec Zoho One

        Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

        • Recent Topics

        • hiding a topic from all but one segment (or list)

          My organization sends out a number of newsletters using Zoho Campaigns. One of those newsletters is for volunteers. In order to become a volunteer, a person has to first go through our volunteer orientation (training). After that, they can receive newsletters
        • How do I set up this automation correctly?

          When contacts enter my Subscribers list, I want it to reference a custom field to see if it is empty. Then I want it to do two things: If empty: Assign a tag based on a different custom field. If that custom field is empty, assign a different tag. If
        • Function #62: Display associated Quote on Invoice details screen

          Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you to
        • Custom confirmation message

          How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather
        • Desk x CRM Integration

          Howdy! We currently use SalesIQ but we are considering moving across to Desk as it seems to have more functionality that we want. One of the pulls is the ability for our customers to self serve. But, I might be getting over excited and not actually need
        • Function #53: Transaction Level Profitability for Invoices

          Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.
        • Issue with Save & Share Link – Works for Others but Not Creator

          I’ve enabled the "Save and Share" feature in Zoho Forms, and it works correctly for all users accessing the public link—except for me (the form creator). Issue Details: When I save and share the link, recipients see a “no permission” error. The form is
        • Save the pdf report from a registration form in a Folder

          Through Zoho Forms I created a registration form with quite a lot of rules to handle different variables (TEAM types, payment in installments, etc.), and the result is pretty good. The automatic PDF that is sent to the respondent upon submission is already
        • zoho forms integration to zoho work drive

          Scenario: A user fills out a Zoho Form, entering details such as email, mobile number, and other required information, and uploads supporting documents like PAN, Aadhaar, etc. Upon submission, the data is available in Zoho Forms Reports. Requirement:
        • Zoho Forms to Zoho CRM Integration failed - can I restart it?

          The integration of Zoho Form to Zoho CRM has failed. Is there a way for me to restart it for the impacted entry?
        • insert an equation, but in document, it shows an image not available.

          I'm new to Zoho writer and used Zoho writer in desktop app version . When I inserted an equation, I got an image not available sign. Any help is appreciated. Thanks, Charles
        • Zoho Desk Android app update - Swipe action customization

          Hello everyone! We have brought in support for the swipe action customization in latest version(v2.9.13) of the Zoho Desk Android app update, enabling you to configure left and right swipe gestures on tickets to carry out the actions swiftly without opening
        • Import KB template OR Export template for zoho desk?

          Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possible
        • XML format to import knowledgebase into Zoho Desk

          Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.
        • Zoho Desk integration with Power BI

          Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack
        • Arranging Ticket Templates

          Is there any way to arrange our ticket templates? It doesn't look very organised when it's just arranged according to when they were created. We want the list to look more organised, by arranging/grouping them by topics, or even just by alphabetical
        • What they mean with "Portal"?

          I just downloaded this app to take my personal notes on digital art studio because it seemed to me the most comfortable app to do it, I use it very often, what do they mean by “no activity on your portal”? I have about 1 year of work here and I don't
        • Inactive User Auto Response

          We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar
        • favorites no longer listed

          Hello, I can no longer navigate to my Favorites from the pulldown at the top of my grid view (see attached screenshot). I wasn't able to find it anywhere! Please help me display my Favorites. Thank you!
        • Notecards Disappeared

          Got a new phone. Downloaded and signed in Zoho Notebook. Not finding the Note cards. Just Empty Note books. Frustrating.
        • Table Errors

          Hello, I'm new to Zoho Notebook and using it on several Mac/Apple devices. My question is regarding tables: Why do they become broken, and how to fix the error without retyping all my data? (Please see the screenshot attached.)
        • Online Calculator with Zoho Forms?

          I'd like to build a custom calculator on my website. Zoho Forms seems to offer all the fields for basic calculations performed live without pressing any "Calculate" buttons. Unfortunately, there is still that "Submit" button at the bottom. There is nothing
        • Zoho Tables instead of Zoho Creator Spreadsheet reports <3

          That would make my day for sure. Zoho Creator is create, but miss data entering as AirTable/Spreadsheet can. Seeing Zoho putting effort in this makes me think maybe one day we could see a similar interface for Zoho Creator spreadsheet reports. B.
        • Notebook Stack

          Hi Everyone I Hope you´re fine, I´m sorry if this idea was posted before (I made a search but I haven´t find anything related). So, Having the possibility of stacking notebooks would be an interesting way to order notebooks that correspond to the same
        • Writing on sketch cards is bugged when zoomed in

          When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.
        • Swipe between notes on iPhone

          It'd be convenient if I could move from one note to the next in a notebook simply by swiping left to right.
        • Sales IQ chat is not working in signed android apk

          I have integrated ZOHO sales IQ support chat and i have followed each step and its working fine in my development build but when i create signed APK for it. Chat does not work in it and showing awaiting for detail. I previously asked the same query but
        • COQL order by COUNT not working

          Dear community, I am trying to get a list of deal amounts per planner working on it and sorted to get see who has the least amount of deals. For some reason, I am unable to use sort by in combination with a COUNT. My original code was: query = "select
        • I want to duplicate a report and name it something else

          Hi, I have created a report, and now want to reproduce it and call it something else. so that I will end up with TWO separate reports with different titles. Please tell me how do I copy / reproduce a report please
        • Zoho CRM: Sales Rep Professional Certification Program on Coursera

          We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universities
        • OS X Notebook quits immediately upon launch

          NoteBook for OS X (Sequoia, but also under Sonoma) always quits immediately upon launch (so I cannot use the "Attach user log" option). I've restarted my MacBook but the problem persists. If it helps, attached is a diagnostic report from Library>Log
        • Can External users upload files or images to WorkDrive?

          I want to know if it is possible for someone externally through a link and PW be able to upload files and images onto WorkDrive?
        • Multi-line fields character limits

          Is there a way to set the character limit higher on multi-line fields so that we are not losing information pasted into the field? When the text is entered or pasted, there is no error to say that the text is too large. After saving and going back to view most of the text is gone.   Also, when viewing the resume, the text is not wrapped in the multi line fields and can t be read without scrolling across the page.
        • Taz bot not working — What should I do to resolve this issue?

          I am experiencing issues with the Taz bot in Zoho Cliq—not receiving responses or it does not seem to work as expected. Could you please explain why the Taz bot might not be functioning and what steps I should take to resolve this issue? Thank you!
        • OneNote Migration

          I am trying to migrate two notebooks from OneNote. For five days now I have had no notification that migration has completed and the migration page show 50% complete - one notebook completed one not finished. It just stays like this. I am unable to cancel
        • Set various time slot reminders for task and event

          Hi I would like known if there is possibility to set various time reminders for a task or event like we have the possibility to do in google calendar or google task. For example I'am creating an event or task and I want to be alerted before 30min and
        • Zoho Calendar not functioning---cannot edit, add attendees, etc.

          Hello, My calendar is acting strange. I'm using Chrome as my browser and pop ups are not blocked (the calendar worked fine yesterday). When creating an event, I'm not able to "edit" the event and add attendees, etc. The link is non-responsive. I cannot
        • Spilt Axis for stacked column and line graph

          Each month around this time I prepare a business review deck. One of the biggest annoyances I have with Zoho, also happens to be something that most other platforms have provided for a long time now, and that is being able to create a chart with stacked
        • Pin a note on top

          Dear Zoho Notebook Team, Please highly consider adding ability to pin a note on top and arrange pinned notes. I have a lot of notes that I want to pin important ones on top and this feature is missing badly. Thank you.
        • Windows 11 app ver 2.2.8

          I have been trialing Zoho Notes syncing between my PC and iphone. No problems with iphone but the Windows 64 bit app ver 2.2.8 was very buggy and would lock up completely, needing a Control Alt Delete etc to close it down. It seemed to be connected to
        • Next Page