Zoho Projects-Learning
Greetings,
I am trainer. My focus area is Project Management and MS Project. I have used Zoho CRM to a good extent. Though, I was interested in using ZOHO projects, as there were no live projects, I could not take it up for serious studies.
Recently a client has asked me to deliver Zoho Projects training. The client is not interested to share the user account. The firm is small. I am not too sure whether the version is premium or enterprise. I am also not too sure whether they need any post training support for some period. I may be purchasing a premium or enterprise version subscription for a month or two and for the assignment.
My questions:
1. Do I have to create at least 2 users (I mean, subscribe for 2 users), to simulate any critical issue?
2. I checked the available tutorials. There are some good video tutorials (e.g., on the site for Beginners....). Are there any tutorials (pdf or word] which explain the process in step by step manner? eBooks and Guides are preferred. Pl share the links, if you have.
Regards
Topic Participants
Ulhas Samant
Monica P
Sticky Posts
Automation Series: Auto-update Phase Status
Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate yourAutomate Timesheet Approvals with Multi-level Approval Rules
Introducing Approval Rules for Timesheets in Zoho Projects. With this automation, teams can manage how timesheets are reviewed and approved by setting up rules with criteria and assigning approvers to handle submissions. Timesheet, when associated toAccessibility Spotlight Series - 1
Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespectiveCustomize User Invites with Invitation Templates
Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align withZoho Projects - Q3 Updates | 2025
Hello Users, The final quarter of the year 2025 has begun, and we at Zoho Projects are all set with a plan. New targets to achieve and new milestones to reach, influenced by the lasting imprint of the past quarter. 2025's Q3 saw some new features and
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