Documents in Zoho Projects - New UI , just for you !!!

Documents in Zoho Projects - New UI , just for you !!!

In our lives, things keep changing; seasons change; technologies change; people change! - on a positive note though ;) The world, always, changes for the better and so do we. Yes! Our Documents UI has undergone a beautiful makeover to give you a great visual appeal. You have been managing documents with so much of ease in Zoho Projects, till date. What if we say, it's going to be easier than before? More time-saving than before? And above all, more user-friendly than before?

 

Yes! We are sure that you will enjoy this tour on Documents this week.

Just a quick glimpse on the highlights of the new UI.

  • Right-click to do anything, literally anything, on your document
  • Set view preferences and customize the look of your document view
  • Get to know various details of the documents in one go
  • Share your documents with your buddies inside and outside your workplace

Everything falls right when you click right  

 

If you are a passionate Windows user, and you were missing right-clicks in managing documents in Zoho Projects, then this news is for you!!!.

The new Documents UI lets you do the file and folder operations just upon right-click like how you do on a  Windows machine. It's as easy as that.

Learn more about the user-friendly file operations here .

 

Choose the view that suits you

 

You can set your preferences for the type of files (i.e. documents , spreadsheets, presentations, PDF, images, etc.,) that you would like to view when you land on your Documents tab in Zoho Projects. You can also choose between List and Thumbnail views for the selected document types accordingly.




Be a know-it-all, in one go !


The Show Info option helps you explore on various attributes of the file in one click.



In the above screenshot, you can see five different iconized tabs that hold five different perspectives of information about the file.


Icon Name Purpose
Comments Add or view comments
General Info Know the details of the document owner, type and permalink for the file.
Document revisions Know the latest version of the file along with the previous revision details.
Timeline Know the happenings of the file since its creation.
Access stats Know the number of views, downloads, comments, and edits your document has got.

It's easier than sharing a secret , you know ;)

 

Share your documents with your friends everywhere, anytime.

From now on, you can share the document with

  • Any specific user in your project / portal
  • Everyone in your project portal
  • Everyone in Internet
  • Your external contacts

Learn more about sharing docs here.

 

So, we are very excited to hear back from you on how useful the new docs in Zoho Projects, is. Feel free to comment in this thread and we would get back to you on your queries at the earliest.

Happy documenting!


Regards,

Kiruthika V.



      • Sticky Posts

      • Tip: How to print the Gantt View

        Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
      • Project Management via Emails in Zoho Projects

        We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more
      • Four types of task dependencies

        "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
      • Task and Project numbering

        Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
      • Task Inline Editing Enhancement

        Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.