Projektbeteiligten-Liste - Wie starte ich eine Projekt?

Projektbeteiligten-Liste - Wie starte ich eine Projekt?

Das Projekt wird gestartet, der Projektname steht. Als nächstes werden alle beteiligten des Projektes aufgenommen, um damit erhalte ich eine "Projektbeteiligten-Liste", dachten wir, aber das ist in Zoho Projects gar nicht möglich?

Ein Projekt hat eine Kunden, ja kann man anlegen.
Die Menschen die bei dem Kunden angestellt sind, haben eine Funktion im Projekt. Wo bitte legt man dieses fest?

Das Projekt wird von weiteren Firmen begleitet bzw. externe Berater sind Teil des Projektes, auch diese Personen haben eine "Funktion". Wo wird die Funktion des Kontaktes hinterlegt?

Welcher Bericht zeigt die Liste der Beteiligten?

Nicht jeder Beteiligter soll auch auf das Portal zugreifen.

Was fehlt?

Firma:
Kontakt, Rolle, Funktion, Kontaktdaten



      • 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.