Difference between Admin, Team leader/Manager, Clinets/user profile and roles in Zoho Project

Difference between Admin, Team leader/Manager, Clinets/user profile and roles in Zoho Project

I've been wondering to find out the difference between the key feature  of Admin,Manager, and client/user in Zoho Project. I am student and trying to learn about the Zoho Project. I could not find the roles and profiles difference between this 3 users online.  


      • Sticky Posts

      • Tip of the Week: Task Sorting

        I believe that sorting of tasks helps managing the activities in a better fashion. You might second it too . By default, the tasks are listed chronologically. However, you can sort the tasks either by its title, start date, end date, priority, created by and percentage completion. All you have to do is, click the Task Sorting option and select the required criteria. Few points to be noted about task sorting: This option is available in the Classic View only (within My Tasks, Tasks & Milestones section).

      • Tip # 3 - Follow And Add Followers To Your Project Modules

        Besides owning effective managers and quick-witted employees, you need to have supportive followers for accomplishing your project goals. Accompanying this note, today, lets run through a quick and easy tip on  'How to follow and add followers to your project activities?' . Follow the project activities all by yourself -Follow to get real-time milestone updates Milestones are nothing but your project goals, which can ultimately uplift your projects' quality to the next level. Now, users in the portal

      • Tip of the Week: Task Dependency (Duration in Hours)

        I hope the tip on task dependency helped in understanding how it works in Zoho Projects. In a real-time, the successor task may or may not start on the predecessor's completion date. On either case, a project management tool should allow the users to set dependency between tasks. Ain't it? In Zoho Projects, the Task Duration in Hours option allows the users to set dependency between tasks that ends and starts on the same day. The Portal Owner and Admin role users can activate this option from the

      • Tip of the Week: Task Dependency

        Task Dependency - a feature that allows the users to establish dependency / linking between tasks within the project. Points to be noted with respect to this feature: Task Dependency can be set only from the Dependency View section within the Tasks & Milestones module Tasks setup with duration (start & end date) will only be displayed in the Dependency View The supported dependency model is Finish to Start Dependency can be established only between the tasks in the same project A task can be dependent

      • Tip of the Week: Drag and Drop option in Calendar

        As the thoughts flow in your mind, you plan the tasks, provide duration and assign users. While you go through the calendar later, you feel that a couple of tasks should needs to be postponed by a couple of days. Do you navigate to the Tasks & Milestones section and change the task duration? is the question I have for you. In case of YES, I would say that the task duration can be changed from the Calendar module itself. All you need to do is: Drag the task bar and Drop it on the required date. Note:

        • Recent Topics

        • Feature request - pin or flag note

          Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important

        • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

          Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

        • Zoho Assist Remote Desktop on Android grey screen

          With Zoho Assist Remote Desktop for Android when I connect to an unattended device I see only a Grey Screen. It worked fine before. This is a recently issue. I tried to clean data and cache, reinstall app, try and old version... but nothing. Always grey

        • Global Sets for Multi-Select pick lists

          When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

        • Change 'default' project dashboard

          Is it possible to change the default project dashboard for all projects? Both in layout and in what widgets are shown? We have a lot of (short-running) projects and I want to quickly see the tasks and milestones when I open a Project, but I don't want to change the layout for all my projects manually. Thanks, Menno

        • Unbilled Items from Purchase orders

          Hi, I was wondering if there is a way for me to generate a report for the sum amount of unbilled items in open PO or partially billed PO. this info would be helpful for better cash flow management and for foreseeing any issues for unjustified delays for

        • Discount Per Item / Option Removed

          Hi, I was using Zoho Books for three years now and very saticfied. Now, as we try to add an invoice, we founds that the discount option per item was takn away, and a discount from total was implemented. However, we have cases when we add a diffrent discount to each item. Was this option removed permanently? Thanks, 

        • Allow Reauthorizing CRM Connections Without Revoking First

          Currently, when a Zoho CRM connection needs to be reauthorized or authorized with another account, we first have to revoke the existing authorization and then authorize it again. This creates a gap where the connection is unavailable, and any functions,

        • Zoho Projects - Mobile App - Creating Related Issue On Task View

          Hi Projects Team, I'm working with a client who wants to use Zoho Projects for their field service work. So far it is working find (and I am aware of FSM, but the client is happy with Projects). One thing they have raise with me as a frustration is that

        • 👍 Zoho CRM's Notes now gets Reactions and a new look

          Available in SA and JP DCs. Rolling out to other DCs in phases. Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records. Now with Note Reactions, users can quickly acknowledge updates, express

        • Track All Emails from Company Domain

          For our business model, it's almost impossible to keep track of all emails sent to clients, under the way ZohoCRM currently tracks emails to customer records via the user account only. We'd like to see a way of tracking emails via domain only, separate

        • Cannot format "start date" field in Zoho Flow

          I am trying to recreate a flow that connects Inventory package creation to Zoho projects (where a task is created in a defined project). I've been able to troubleshoot everything EXCEPT the date fields; specifically the "start date" - which is quite important

        • Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions

          Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performance

        • Dark Mode for ZOHO Recruit

          Please make a dark mode for ZOHO Recruit. The white is SO BRIGHT!

        • Dashboards for Customers

          Is it possible to build dashboards for each customers in the community for their tickets?

        • Feature Request - Dedicated "Avail" action for Restricted Holidays (instead of routing through Apply Leave)

          Currently, Restricted Holidays in Zoho People are handled through the Leave module. Employees have to go through Apply Leave and select the Restricted Holiday as a Leave Type in order to avail it. From an HR perspective, a Restricted Holiday isn't really

        • Deleting invoice (not syncing with Xero)

          If I delete an invoice or Bill in Zoho Inventory, it doesn't sync with Xero. So my Xero accounts are not correct. Whats the point of being able to delete a transaction in Zoho if it doesn't sync to my accounting package? How can I do this?

        • Allow Clients to choose which meeting platform works best for them

          Hi! I have a feature request for Zoho Bookings! I currently have multiple online meeting platforms connected to Zoho Bookings: Zoho Meeting, Zoom Meetings and Teams Meetings. Since we are allowed to connect multiple meeting platforms, it would only make

        • Implement Meeting Polls in Zoho Bookings

          Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability

        • Previewing attachments in email composer (Zoho CRM)

          When I am sending an email from a contact's record, when I am in the compose email screen, if I add an attachment to the email, I cannot then click on the attachment to view it to see if it is in fact the correct attachment before sending. In Outlook

        • Zoho Lens Feature Update: September 2026

          RealWear store support Zoho Lens is now listed on the RealWear marketplace, paving the way for quick and easy deployments. Install it straight to your smart glasses from the marketplace without any cables, pendrives, or manual transfers.

        • How are you using AI task management tools in your team

          AI is becoming more useful when it can do more than suggest tasks. Having AI agents help with task updates, follow-ups, and repetitive project work could make day-to-day collaboration much smoother. I recently came across Sharkly.ai, which focuses on

        • Can Zoho Mail Be Used with Google Workspace Without Migrating Emails?

          Hello Zoho Community, We currently use Google Workspace for our company emails and do not want to migrate our email accounts or data to Zoho Mail. However, we would like to use Zoho Mail as an email client, similar to Microsoft Outlook, by connecting

        • Topic assignment to a contact list never completes in Zoho Campaigns

          Hello, I am experiencing an issue in Zoho Campaigns when trying to assign a Topic to a contact list. When I select a list and try to assign a Topic, Zoho displays the following message: “This process will take a few minutes. You will receive an email

        • Subforms and automation

          If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

        • [ZohoDesk] Improve Status View with a new editeble kanban view

          A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit

        • Automating CRM backup storage?

          Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

        • Zoho Assist Feature Update: September 2026

          Custom View Filters in Scheduled Reports Scheduled Custom Reports now support saved Views. Select a View when setting up your schedule, and only the data matching its filter criteria will be delivered to recipients in each email. Without a selected View,

        • Tip #89 – Access, print, and manage remote files from your local printer with Remote Printing – 'Insider Insights'

          A team member working from home urgently needs a document that's sitting on the office system. The office is locked and nobody is around to access it. Emailing the file means routing a sensitive document through external channels, and that's not something

        • Important: Teamwork Projects Integration Moving to API v3

          Hello Teamwork Project users, We are migrating the Teamwork Projects integration from the legacy V1 API to V3 API. This upgrade enables support for custom fields from Teamwork Projects, allowing users to import custom modules and fields into Zoho Analytics

        • Introducing Night Mode for Zoho Recruit [BETA]

          Late-night hiring sessions? Long hours reviewing resumes? We heard you. Night mode [BETA] is now available in Zoho Recruit, giving you a cleaner, more comfortable workspace that’s easier on the eyes while keeping the focus on what matters most: hiring.

        • Sent Items folders not syncing on Thunderbird

          HI,  I run TB on multiple devices, since the middle of September all the devices have stopped synchronising the sent items folders, all mail is received and sent correctly and stored in my zoho webfolders. I haven't changed any of the settings. Any ideas? This is also the case in my 'paid for' accounts with ZOHO and Thunderbird Many thanks Tony whittingham

        • Thunderbird not retrieving Mail automatically

          Hi, I have set up Zoho in Thunderbird all fine, the only problem is that the mails are not coming to Thunderbird automatically, they only come when I initially start up Thunderbird,  any ideas for a fix on this cheers

        • Free Webinar Alert! Don’t take the bait: Everyday email safety in Zoho Mail

          Hello Zoho Community! Think you can spot a suspicious email before it catches you off guard? Join our upcoming webinar, “Don’t take the bait: Everyday email safety in Zoho Mail,” and learn how to recognize common email threats and build safer habits for

        • Do you know which 20% of your products generate 80% of your revenue?

          Not all products earn their place in your inventory. In almost every catalog, a small group of items drives most of the revenue, while a long tail quietly ties up storage, counting effort, and working capital. The trouble is, most teams treat every SKU

        • How can we allocate incoming PO stock to Sales Orders, and does Backorder automatically reserve it upon receipt?

          Hello Everyone, We want to allocate incoming Purchase Order quantities to specific Sales Orders before the stock arrives. For example, from an existing PO of 100 pieces: 40 pieces assigned to SO-A. 35 pieces assigned to SO-B. 25 pieces left unallocated.

        • Convert an Existing Single Item into an Item with Variants

          Hello Zoho Team, Introducing variants is a great addition to Zoho Inventory. However, we would like to request an option to convert an existing single item into an item with variants. For example, Item A initially comes in only one colour, so we create

        • inventory removal at packing list or shipment.

          currently our system is set to remove inventory at invoice. This is creating an inventory nightmare? Is it possible to change the settings to remove the item from inventory at either the packing slip stage or shipping the item.

        • Delug script

          I have been looking at auto-update a amount (home currency) field from another module. Zoho native multicurrency was used in the other module (we have 4 here). Custom script was input with no error, but the field was not updated on trigger. Script as

        • Zoho Desk API modifiedTimeRange returns HTTP 500 around 2026-03-08T02:00:00.000Z

          Hello Zoho Support Team, We are experiencing a reproducible HTTP 500 Internal Server Error when querying the Zoho Desk API search endpoint with a specific modifiedTimeRange boundary. ### API Endpoint GET /api/v1/tickets/search ### Reproduction Steps &

        • Next Page