Bonjour à tous,
Dans notre article précédent sur
la collaboration avec Zoho One, nous avons déjà vu comment Zoho One vous permet de collaborer à différents niveaux. A présent, nous allons découvrir comment Zoho Projects vous permet de collaborer au niveau des projets.
Pourquoi avez-vous besoin d'un outil de gestion de projets collaboratif ?
Un outil de gestion de projet, comme son nom l’indique, permet à une entreprise de planifier un travail et de suivre la gestion des tâches qui le composent. En effet, d'un projet découlent nombre d'étapes et de tâches à chacune d'elles, ce qui demandent forcément de l'organisation de la part des membres de l'équipe à qui elles sont assignées. Le manque d'organisation, de communication et de rigueur est ce qui compromet le projet : doublon de personnes sur une tâche (manque de communication), personne sur une autre (manque d'organisation), ou tâche non mise à jour ou en retard (manque de rigueur)... nombreux sont ces petits couacs qui en définitivement font perdre en temps, énergie et motivation.
C'est pour cela que les outils de gestion de projets permettent de décomposer les étapes et d'assigner des tâches, des rappels, de mettre en place un planning personnalisé, d'évaluer la durée d'une tâche, de se faire des notes, de communiquer, afin de réagir le plus rapidement possible lorsque c'est nécessaire et de mener le projet à bien en diminuant au maximum les risques.
Fonctionnalités
- Les principales fonctionnalités du logiciel de gestion de projet sont les suivantes :
- Planification quotidienne et périodique
- Répartition des tâches et suivi
- Gestion des ressources
- Facilitation de la communication
- Suivi de la rentabilité des projets
- Vision globale
Le logiciel de gestion de projet est un véritable outil qui vous permettra d’être en permanence connecté avec toutes les parties prenantes du projet et d’en suivre l’avancement. La communication, par son partage de documents et ses discussions facilitées, permet de rentabiliser le productivité.
Le rôle de Zoho Projects
Zoho Projects, vous permet de gérer vos projets simples comme complexes. Il constitue une solution complète à vos problèmes quotidiens de gestion de projet et apporte une valeur ajoutée à votre organisation. Voici les principales caractéristiques de Zoho Projects.
Planification - En décomposant vos projets en jalons, tâches et sous-tâches, votre travail n'a jamais été aussi facile. Zoho Projects vous permet d'attribuer les tâches aux utilisateurs pour que le chef de projet puisse ainsi suivre leur statut. Les diagrammes de Gantt vous permettent de visualiser les plans de projet et suivre leur progression efficacement.
La vue Kanban des tâches
Collaboration - Grâce aux flux itératifs vous obtenez les mises à jour rapides. Le tchat personnel ou en groupe vous aide à être sur la même longueur d'onde que vos coéquipiers et cette messagerie collaborative interne permet en outre d’archiver les échanges sur le projet et de conserver toutes les bonnes idées. La communication entre collaborateurs est essentielle dans la réussite d’un projet quel qu’il soit. Zoho Projects vous aider à discuter, à fixer des alertes et recevoir des notifications et à savoir exactement où en sont les collaborateurs dans l’exécution des tâches.
Flux Intéractifs
Suivi - Les rapports et les graphiques vous permettent de suivre facilement le travail au sein d'un même projet ou d'un projet à l'autre.
Les Rapports
Productivité - Les feuilles de temps, le tableau d'utilisation des ressources et les chronomètres globaux vous aident à mesurer efficacement la productivité.
Gestion des connaissances - Au-delà de ces avantages, Zoho Projects résout des problèmes de partage de documents et d’éloignement entre les différents collaborateurs. Vous pouvez facilement organiser les fichiers associés à un projet particulier et évidemment travailler dessus. Vous ne risquez plus de confondre les différentes versions d'un même document. L'intégration de Zoho WorkDrive vous permet de gérer les fichiers : tous vos documents sont classés et se retrouvent accessibles à l’ensemble des membres du projet. Vos informations sensibles sont, en plus de cela, sécurisées. Cela permet de discuter au sein des équipes dans votre portail en toute simplicité et en toute quiétude.
Accès aux documents
Facturation efficace - Facturez les projets en fonction des heures et du personnel et ce de manière méticuleuse.
Gestion des problèmes - Le module Bugs vous aide à soumettre, suivre et fermer les bugs de votre projet.
Transparence - Zoho Projects offre aux chefs de projet une présentation de l’état d’avancement du projet, en temps réel. L’accès aux commandes, aux demandes de modification, aux factures, aux informations clients et autres renseignements essentiels peut s’effectuer directement, sans avoir à solliciter les données auprès des départements.
Intégration - Intégrez Zoho Projects à Zoho CRM, Zoho Invoice, Zoho Desk, Zoho Books, Zoho Cliq, pourquoi pas vos applications tierces et accédez aux données en toute fluidité. Pour en savoir plus, visitez
la page intégrations.
Nous avons fait un
webinar à ce sujet, si vous souhaitez approfondir et voir une démonstration.
N'hésitez pas à nous faire part de votre opinion en commentaire sur Zoho Projects et de la façon dont vous l'utilisez.
L'équipe Zoho France
Recent Topics
Can't change form's original name in URL
Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
Need Inactive accounts to be visible in Reports in Zoho Books
I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions report
unblock e-mail
please unblock my e-mails info@meatnews.gr and myrtokaterini@meatnews.gr
Add Zoho Mail for users who do not need Zoho One
We have licenses for ZOho One for teams that need to use the suite of products that Zoho One offers. We have 8 more people who only need email access and we would like to add just a Zoho Mail. They do not need the Zoho One license. We are currently
ZML vs HTML Snippet - which is better?
Are there certain use cases where one is better than the other?
Auto CheckOut Based On Shift.
This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to match
How to remove some users in zoho accounts
How to remove some users in Zoho accounts.
Infinite loop of account verification
Hi I can't do anything on my zoho account. I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying.
Load PO_Date field (Purchase Order) with current date in Deluge
Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.
Zoho CRM in Microsoft Power Automate Custom Connector
Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I created
Spell check sucks
Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.
How to include total km for multiple trips in expense report.
Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?
Outgoing blocked: Unusual activity detected.
I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses
Zoho One Login Issue - Unable to receive OTP
Hi Support Team, I am experiencing a unique login issue with Zoho One. I am attempting to log in from India using Zoho Login credentials provided by a USA-based client. Their Zoho account is hosted on a US data center. After entering the username and
Question Regarding Managing Sale Items in Zoho Books
Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export
In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf
In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice number
Problem of Import Client Users From CRM and or Expense
I am premium plan user on Projects. I have about 500 customers on Expense and CRM that integrated with each other. According to at below link, I am trying to import clients from CRM, system not allowed to select any customer. If I import from Expense,
Unable to see free plan option
Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.
unblock my zoho mail account. outlines@zoho.com
please unblock my zoho mail account, outlines@zoho.com
domain not verified error
Hi when i try to upload a video from zoho creator widget to zoho work drive iam getting domain not verified error.I don't know what to do .In zoho api console this is my home page url https://creatorapp.zoho.com/ and this is my redirect url:www.google.com.Iam
equest to Disassociate Bigin from Zoho One and Migrate to Standalone (Upgrade to Bigin Premier – 3 Seats, Annual)
Dear Zoho One Support Team, I’m writing to request your assistance to disassociate (remove) the Bigin application from our Zoho One organization while preserving all existing Bigin data. After the disconnection is successfully completed, we intend to
SMTP email sending problem
Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid
billing
hi, I am being billed $12/year, and I can't remember why. My User ID is 691273115 Thanks for your help, --Kitty Pearl
How to add receipts
How to add receipts
Unable to enable tax checkboxes
Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,
Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition
Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I have
ZohoSign and ZohoBooks Integration/Workflow
Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in one
Manage monthly tasks with projectsf
Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks Will
Zoho Suite is very slow
Since today Zoho is incredibly slow over all applications! What's going on?
How can I track which zoho users are actively using Zoho CRM
I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity
Is anyone else having trouble saving a custom image in their email signature, or is it just me?
When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working
Combine and hide invoice lines
In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design $1000 (total of lines below, the client can see this line) Graphic Design $600 (hidden but entered to reporting and
Transaction Locking with the dynamic date
Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from today
Zoho Devops
We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billing
Fuel up your sales with the Zoho SalesIQ + Bigin integration
Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let's
Introducing AI-powered Assessments & Zoho's native LLM, Zia
We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring
Ability to Reset Visitor Fields During an Active Chat Flow
Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd person
External ID in Zoho CRM
Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need
Some emails are not being delivered
I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and
New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.
With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers. Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find
Next Page