Improve User Onboarding in Zoho Projects with Zoho DAP

Improve User Onboarding in Zoho Projects with Zoho DAP

Rolling out new processes or onboarding new users in the tool comes with a familiar challenge: the employees need guidance at the moment they are doing the work. Traditional training sessions and knowledge sharing often require users to leave the application.

Zoho Digital Adoption Platform (DAP) for Zoho Projects helps solve this by bringing guidance directly into the product. Users receive the right guidance at the right time, exactly where they are working.

For example, admin has rolled out a new project structure where every client delivery now runs through a custom layout, a dedicated client feedback module, and a task layout that requires certain details before a task can move forward.
​
When a team member updates the task details, they might skip the important fields because it is not obvious and the entire approval process stalls because they do not have the right guidance at the right moment.

Using Zoho DAP, the admin can create:

  1. Walkthroughs to guide users step by step through tasks like filling out custom task fields, navigate through status, or logging time before closing a task, exactly when the user is on the page.

  1. Interactive videos to demonstrate the full client delivery process with guided playback, so a new team member can watch how a project moves through stages before handling one themselves.
  1. Guides to document the updated processes with screenshots, giving users a reliable reference when needed.
  1. Web Banners to alert users to the new layout change the moment they log in, with a single click to launch the relevant walkthrough.

  1. A Help Hub brings all of this together in one place, so whether someone is onboarding or just refreshing their memory, everything they need is always within reach.

Curious to see how it works?

Join our live webinar to see how teams use Zoho DAP with Zoho Projects to drive feature adoption, and deliver contextual guidance exactly when the team needs it.

We will walk through real use cases, demonstrate how different guidance experiences are created, and answer your questions live.

Register for the session that works best for you on Tuesday, August 11, 2026, at:


For more information or any queries, write to us at support@zohoprojects.com
    • Sticky Posts

    • DYK 14: Create Tasks with AI

      Did you know AI can suggest tasks within your Zoho Projects portal? Breaking a project into clear, actionable work items takes time and manual effort. Especially when the same team handles both planning and execution. AI task suggestions in Zoho Projects
    • Introducing CodeX Scripts for Custom Modules

      When a project involves processes beyond the usual modules such as tasks and issues, teams often create Custom Modules to keep information organized in a way that fits their workflow. Once those records become part of the process, there may also be specific
    • Create Custom Module Using AI in Zoho Projects

      Every team has its own way of managing work. While standard modules support common project management needs, many business processes require their own structure, fields, and terminology. With AI-powered Custom Modules in Zoho Projects, users can create
    • Collaborate Visually with Whiteboard in Zoho Projects

      Whiteboard in Zoho Projects allows you to collaborate visually by creating diagrams, annotating designs, and sketching project workflows using shapes, text, and images within project modules. Team members can work simultaneously, improving productivity
    • Create Flexible Layouts with Layout Rules

      In a project, when a work moves from planning to execution, the information teams need can change at every stage. A project can need one set of details, a phase can need another, and a custom process may require an entirely different set of information.

    Nederlandse Hulpbronnen


      • Recent Topics

      • Solution to Import OST File into Office 365.

        In today’s digital workplace, organizations are rapidly moving toward cloud-based email systems for better flexibility, security, and collaboration. Microsoft 365 has become one of the most widely used platforms for business communication. A common requirement
      • How can I show an uploaded image larger/full size in a Zoho Forms response PDF?

        Hi,  I noticed that in a response PDF for Forms, the uploaded image is shown in a tiny box as seen in my screenshot. Is there any way I can make that appear larger in the response PDF? thanks.
      • Live connection to DS files in Zoho Creator / ChatGPT

        As an idea, we are using ChatGPT to build with Zoho Creator (outside of Zia), which is works brilliantly to assist write deluge, provide test suggesitons etc. Currently we are uploading the DS files which are very point in time, it would be great to have
      • Meet PageHealth by Zoho PageSense: a free way to find out what's holding your page back

        We all know the feeling. You've spent days tweaking headlines, moving buttons, and rewriting copy, and you're still not sure why visitors aren't sticking around. Revamping your website is hard, and figuring out what's actually getting in the way is even
      • Export Exchange Online Archive Mailboxes to PST for Microsft 365 Users

        With Microsoft 365 it is possible to archive older emails in Exchange Online in order to keep the main mailbox tidy. If however you need to export the archived emails to a PST file for the purposes of backup, migration, compliance or for use offline,
      • Task Module quick create settings

        Hello, requesting the Task module receive a quick create customization settings. We have added custom fields and have to select "More fields" at the bottom of the pop-up to access the custom fields.
      • Your employees changed departments. Did your IT systems notice?

        An employee joins your Marketing team. HR adds their details to the organization's user directory. The IT admin, in turn, creates their Zoho One account, assigns the required applications, adds them to groups and provides access based on the organization's
      • AI Calling

        Hi, does anyone have experience or any thoughts on AI Calling. Getting AI to make calls on behalf of your company. We are looking into it, but are finding it difficult to get info and providers that can assist.
      • Email Forwarding to Zoho Desk Failing After Migration from Gmail to Outlook (Microsoft)

        We recently migrated from Gmail to Microsoft Outlook. Since the migration date, emails sent by our customers are no longer being received by Zoho Desk. I tried setting up the email forwarding rules in Outlook similar to what we had in Gmail, but it still
      • Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team

        Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,
      • How to Fix an Outlook OST File That Cannot Be Opened

        Have you at any time attempted to open Outlook only to find that your OST file cannot be accessed? It can be very annoying, particularly since the file holds important emails, attachments, and other mailbox data. This problem might arise due to file corruption,
      • Record positive and negative bank transactions in the same expense account

        Hello, I hosted a promotional event and paid a vendor $600 for food catering (bento boxes). Twenty people attended the event, and each person paid $30 for a bento box, resulting in 20 separate $30 transactions deposited into the bank. I coded the $600
      • Is it possible to log text messages from iphone into Zoho CRM

        My team is more and more utilizing text messaging to communicate with clients. Does Zoho have a solution for logging these text messages when clicking "Send Text Message" from the Zoho app. Much like when you call, you get prompted to log a call, can
      • CRM Address Field - States with Countries in brackets

        Hi, Could you please remove the country in brackets from the Global State List, or at least allow us to edit these entries? It looks like the brackets were added during the initial data population, perhaps by someone building the list in a spreadsheet
      • 👍 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
      • How to mass find and delete duplicate files from OneDrive

        It is easy to save documents, photos, videos, and all other types of files using Onedrive, but if you upload the same files more than once then your OneDrive storage can end up being filled with a large number of duplicate files. Manually searching out
      • Different Report sharing filters within same Dashboard

        I have a question about sharing filters for a dashboard which contains separate reports built from the same query. Below are the pieces of the puzzle: - “Sales Query”: line-level query containing sales for a team of 5 sales reps; there’s no need for the
      • Specifying time increments on a Date/Time field

        Hi all, Im using a Date/Time field in my CRM module. At the moment the increments are 30 minutes. How can I change these to be 15 minutes? Thanks
      • Make Your Workflows Smarter with Zia Agents

        Hello, Enterprise Support Community, Workflow rules can now go beyond predefined actions. Zia Agents can now be invoked directly from workflow rules in Zoho CRM, allowing you to bring contextual, AI powered actions into your automated processes. Choose
      • How can I add a Custom Field (or Customer_name) to a picklist?

        Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.
      • DYK 14: Create Tasks with AI

        Did you know AI can suggest tasks within your Zoho Projects portal? Breaking a project into clear, actionable work items takes time and manual effort. Especially when the same team handles both planning and execution. AI task suggestions in Zoho Projects
      • #11 Nithya's First Overseas Client

        Nithya designs for clients in three countries and has never met any of them. Her first overseas invoice took a full evening. The second took four minutes. The difference was not a clever tax trick. She stopped treating every international customer as
      • Other languages in Schedulers (Zoho Books)

        Hello everyone, currently we have create functions in other languages, like nodejs etc but on schedulers we can use only deluge.. Are other languages on schedulers roll out? Kind regards, Sakis Oikonomou
      • New in Office Integrator: Extract data from images into your spreadsheet

        Hi users, We are pleased to introduce the Data from Picture feature in Zoho Office Integrator's spreadsheet editor. It intelligently detects and organizes text and numbers from any image into structured cells using OCR. With this feature, users can turn
      • Edit PDFs using Zoho PDF Editor

        Hello users, In a previous article, we covered the organizing capabilities of Zoho PDF Editor. Here, we'll provide a quick recap of its editing features, including a few new additions. A few highlights of Zoho PDF Editor's editing capabilities: Add and
      • Partner with HDFC And Sbi Bank.

        Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
      • Multiple subscription plan line items in Zoho Billing quotes

        I run an IT company and sell a lot of licences. A client might have multiple subscription plans including software licences in different categories. A client might have Microsoft licences, antivirus licences, web hosting and maintenance package services.
      • Mail Merge templates in Sandbox

        Rolled out for all DCs Hello everyone, You can now create and test Mail Merge templates directly in Sandbox, making it easier to validate document generation without affecting your live organization. Why this matters Mail Merge templates are often used
      • Dashboard Table of “My New Work Orders” Changes View

        Hi FSM Team, We noticed an inconsistency with the Dashboard Table of “My New Work Orders.” Initially, the table is configured to use the “My New Work Orders” view. When we go to the Home page, the table displays a different set of records. When we return
      • Tips & Tricks #6 | Zoho Vault: Audita actividad, Gestiona accesos, Comparte credenciales & mucho más.

        ¿Sabías que Zoho Vault puede hacer mucho más por la seguridad de tu equipo? Las contraseñas forman parte del día a día de cualquier persona y organización. Aplicaciones, herramientas internas, cuentas de clientes, servicios externos, plataformas de marketing,
      • Inquiry Regarding Customer Hierarchy & Sub-Customer Creation via Zoho API

        Dear Zoho Support Team, Our mutual client has requested support for implementing the Customer Hierarchy (Parent/Sub-Customer structure) within our existing workflow. At the moment, all invoices are being created in Zoho under the main (parent) customer
      • Which Zoho CRM tasks would you want an AI assistant to handle?

        I’ve started delegating my Zoho CRM work to AI – and many tasks now take me half the time. It has been so useful that we’re now working to make it available to everyone. Instead of clicking through records and tabs, I simply describe what needs to be
      • Introducing MCP for Zoho CommunitySpaces

        Hello everyone, Your AI assistant can now share the community workload with you. Zoho CommunitySpaces supports MCP (Model Context Protocol), so you can link an AI assistant like Claude, ChatGPT, or Cursor to your community and run it through plain language
      • CV-Library: The Newest Source Booster in Zoho Recruit!

        We’ve expanded your sourcing toolkit — CV-Library, one of the UK’s largest and most trusted online job boards, is now available as a Source Booster in Zoho Recruit. This gives recruiters instant access to millions of UK-based candidate profiles, all without
      • Tip 52#: Ways to improve data flexibility using related list

        A related list offers an ideal solution to string related data across entities together. It enables you to pull records from any module or external source and float them as a tab within your project, sprint, epic, work item, or release detail view layout.
      • Email Blast

        Hi, How do we send an email blast to thousands of customers? The email addresses are not yet saved in Zoho Desk.
      • Zoho ERP | Product updates | September 2026

        Hello users, A new month, a fresh set of updates in Zoho ERP. This month brings Netting, enhancements across our verticals, and more updates to help streamline your everyday work. Explore this month’s updates and see what’s new. Introducing Netting If
      • Introducing Zoho POS for Restaurants

        Hello Community, We’re thrilled to announce the launch of Zoho POS for Restaurants, unveiled at the 30th milestone edition of Zoholics India 2026. Running a restaurant involves multiple teams and workflows. A single table journey, from seating a guest
      • WhatsApp Business Message Pricing Update: Effective October 1, 2026

        Hi everyone, Starting October 1, 2026, Meta is updating how WhatsApp Business messages are charged. This guide explains the new per-message pricing model, how message categories work, and what changes for service messages specifically. How Meta charges
      • Zoho Calendar integration for Bigin

        Hello everyone, We're excited to introduce Zoho Calendar's integration in Bigin! For a while now, users have been able to sync events in Bigin with Google Calendar and Outlook Calendar - but with this new topping, it syncs with Zoho Calendar as well.
      • Next Page