Zoho Project for CRM is clumsy and not intuitive
Zoho Pdoes a lot of things right as a platform provider and I have to say the support we have received has been better than many of the other SaaS platforms we work with. However, they do need to improve the diagnosing experience with their customers and get rid of old streams of discussion that really only help to confuse many people using the most current version of Zoho products.
That being said, Zoho Projects promises a lot of fantastic integration within the CRM and the users of the CRM, so not being able to embrace it is disappointing. The interface for creating multi-tiered or structured project templates is clumsy and time consuming. Can it be done? Yes, but it will take more time and effort than most people can justify. It is much easier and faster in manty ways to build your project in Google Sheets and then use a Gantt Chart add on then work with Zoho Proejcts. Another alternative is Smartsheets, it is perhaps the best example of how a project management tool should be able to be built from scratch using a simple spreedsheet type interface.
Zoho should know where the line is when it comes to training users to use their platform and when they need to reevaluate their interface and instead use coding to make their platform easier to work with for their users. Simply put. Zoho you need to emulate a best in class leader, such as Smartsheets for their Zoho Projects platform. Do that and you will get people migrating over and adopting its use. Keep what you got now and you will continue to frustrate and chase away users.
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Sticky Posts
Enhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be grouped
Tip 37: Time Log Restriction in Zoho Projects
Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable
Rename Task Module To Suit Your Project
Task Module in Zoho Projects gives a comprehensive view of all the action items, known as Tasks, across all projects. However, different industries may use alternative terminology for similar processes, which might not always be recognised when labelled
Project Billing with the Staff Hours Method in Zoho Projects
The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service
Achieve Full Financial Control by Tracking Both Cost Budget and Budgeted Hours
Zoho Projects now supports tracking budget with both Cost Budget and Budgeted Hours simultaneously across all modules (Based on Project, Phase, Task, or User). Why Track Both? Tracking both cost budget and budgeted hours provides a more holistic view
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