Gestion de projets - Les premiers pas

Gestion de projets - Les premiers pas



Zoho One vous propose deux solutions de gestion de projet : Zoho Projects et Zoho Sprints.
La différence ? Lorsque votre équipe suit un processus conventionnel pour gérer le travail et organiser les tâches, vous pouvez choisir Zoho Projects. Il suit la méthodologie traditionnelle de la cascade pour gérer vos projets. Il s'agit d'un processus rationalisé où chaque étape de progression est accomplie en suivant l'étape précédente.

Toutefois, si votre équipe est à l'aise pour fournir des résultats après différentes itérations, alors choisissez Zoho Sprints. Il s'agit d'un outil de gestion de projet agile qui aide votre équipe à fournir des résultats dans un cycle périodique appelé Sprints. Ici, vous pouvez revoir le processus en cours et vous adapter aux changements au milieu du sprint. Si votre équipe est flexible au changement, alors opter une méthodologie agile s'avère être le meilleur choix.

Dans cet article, nous allons voir les premières étapes de la configuration de Zoho Projects. Il s'agit d'un logiciel de gestion de projet basé dans le cloud qui vous aide à planifier vos projets, à suivre efficacement votre travail et à collaborer avec votre équipe. Par sa capacité de gestion, il prévient bien des erreurs et apporte une valeur ajoutée à votre entreprise. La version Entreprise de Zoho Projects est incluse dans la suite Zoho One. Pour en savoir plus, visitez cette page.

Configurer le portail

En tant qu'administrateur de Zoho Projects
  • Allez dans Paramètres > Configuration du portail
  • Sous l'onglet "Configuration", vous pouvez personnaliser le nom du portail, l'URL, rédiger le clause de non-responsabilité, et aussi renommer des modules si nécessaire.

  • Depuis l'onglet "Heure et date" vous pouvez programmer les heures de bureau et les vacances.

  • Sous l'onglet "Projet et budget", programmez les ID projets, activez les balises, définissez la devise de base, personnalisez les e-mails pour indiquer le dépassement budgétaire, etc.

  • Sous l'onglet "Tâche et feuille de temps", paramétrez des tâches et des feuilles de temps telles que la limite d'heures de travail, le rappel du journal des heures, etc

Configurer les rôles et profils

Profil

Un profil définit les autorisations nécessaires pour accéder des fonctionnalités de Zoho Projects. Par défaut, Zoho Projects classe les profils en deux catégories.
Profil utilisateur
Ces profils sont attribués aux utilisateurs du portail. Les utilisateurs de ce profil peuvent accéder aux modules indiqués internes et externes. Par défaut, il y a quatre profils utilisateurs qui ne peuvent pas être supprimés mais peuvent être renommés.
Profil client
Ces profils sont attribués aux clients. Les utilisateurs de ce profil peuvent uniquement accéder aux modules indiqués externes.

Avantages 
  • Créez des profils personnalisés et définir des privilèges d'accès.
  • Définissez des autorisations différentes pour les utilisateurs du portail et les utilisateurs des clients.
  • Personnalisez les autorisations au niveau des modules.
Bien à savoir
  • Les profils par défaut ne peuvent pas être supprimés.
  • Pour afficher les autorisations, cliquez sur un profil.
  • Les profils par défaut Admin et Client ne peuvent pas être modifiés. Vous pouvez toutefois cloner ces profils, puis les modifier.
  • Les profils d'employé et de prestataire par défaut peuvent être renommés.
  • Tous les autres profils peuvent être modifiés.

Créer un profil
  • Paramètres >> Gérer les utilisateurs >> Profils
  • Cliquez sur "Ajouter un profil"
  • Entrez le nom du profil
  • Attribuez le profil utilisateur ou client
  • Programmez les autorisations au niveau du portail, du projet et du module, et cliquez sur "ajouter". Un nouveau profil est créé.


Rôle

Le rôle définit la désignation ou la position des utilisateurs dans une organisation. Les utilisateurs ayant le même rôle peuvent être attribués différents profils basés sur les permissions requises. Zoho Projects vous propose quatre rôles par défaut (administrateur, gestionnaire, employé et prestataire) qui peuvent être modifiés pour répondre aux besoins spécifiques de l'entreprise.
​
Créer un rôle
  • Paramètres >> Gérer les utilisateurs >> Rôle
  • Cliquez sur "Ajouter un rôle"
  • Entrez le nom du rôle et enregistrez.

Personnaliser le tableau de bord

En tant qu'administrateur, vous avez deux vues 
  • La vue personnelle où vous allez trouver les détails sur l'ensemble des projets dont vous faites partie. Cette vue peut être personnalisée.
  • La vue portefeuille où vous avez un aperçu sur les détails sur l'ensemble des projets du portail de votre organisation. Un compteur affiche les statistiques relatives à vos projets, tâches, problèmes, clients et groupes de projets. Le time line du projet Gantt donne un indicateur visuel du calendrier du projet et de son état d'avancement.


Dans les articles suivants, nous allons découvrir en détail les différentes fonctionnalités de Zoho Projects et comment elles peuvent vous aider à mieux gérer vos projets. En attendant, n'hésitez pas à poser vos questions en commentaire.

L'équipe Zoho France

    • Sticky Posts

    • Collaboration sans faille avec Zoho One

      Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

    • Recent Topics

    • Mark shipment as delivered via api

      Hellloooo again Zoho guys !! More help required if you would be so kind, pleeeezz..... var options =        {         'method' : 'post',         'contentType' : 'application/json',         'muteHttpExceptions' : true       }; var myPackNo  = encodeURIComponent('###################');

    • Setting Alternative units for an item.

      Hello Team, How to create alternate units for an item. We are placing orders for stocks in boxes. One box contain 24 items. At the time of selling we have two categories of buyers wholesalers and retailers. So the sales will be in PCS and in boxes also.

    • Zoho Inventory search when adding items to SO/PO, etc.

      I do not see that Zoho Inventory searches within the item name for an item lookup. We have many products with variants. So when I search for a product, say a lighting system, and it comes in different sizes and colors, I can only get those products where

    • Item Group Attributes

      Hello, I would like to see more attributes under grouped items. We sell car parts, there are several suppliers for the same part but under different brands. We want to group them together but the attributes under groups are lacking. For example, the products

    • Remove HTML Format - Deluge

      Hello @all if you want to delete the HTML format from the text please follow the script. Data = "Text"; info Data..replaceAll("<(.|\n)*?>" , "").replaceAll("&nbsp;" , " "); Apart from this if you require anything please let me know Thanks & Regards Piyush

    • Using multiple languages in template

      I wanted to add the company name in the template in arabic. I found a way through the header and footer option, except when i print the quotation the arabic disappears both in the top and bottom of the page. I have attached pictures of the before and

    • ADDING 5% VAT TO PURCHASE ORDERS GENERATED ON ZOHO BOOKS UAE

      Please guide on how to add 5% VAT to Purchase Orders generated on ZOHO Books UAE edition.

    • Import from /csv file, some items fail with the error "Specify Tax Or Tax Exemption".

      Hello! I am trying to import a csv file of all of my expenses for a complete financial year. I get errors for some items with the error message "Specifiy Tax or Tax Exemption". These errors only occur on lines where I have "Postage" as the expense account.

    • About maximum number of requests per minute

      Hi, Our company has integrated Zoho inventory and we're using the shipping order creation and update functions and so on. Currently we're receiving "For security reasons you have been blocked for some time as you have exceeded the maximum number of requests

    • Approval - Report/Views

      Hi, On Zoho Desk - Is there a way to report on pending approvals, or a view or similar?

    • "Zoho CRM Integration" option is missing in Zoho Social Settings

      I am trying to integrate my Zoho Social account with my Zoho CRM account. I am on the Professional Trial plan and my user role is "Brand Admin". However, I cannot find the "Zoho CRM Integration" or "Lead Generation" option anywhere in my Zoho Social settings.

    • Error 553

      Não estou conseguindo enviar ou receber e-mail, sempre dando o erro 553, sendo que há mais de um mês o domínio está pago e liberado. Preciso de um suporte urgente

    • Automate insurance document workflows with Zoho Writer

      Insurance companies have to deal with creating and managing complex documents and forms, such as policy applications, explanation of benefits documents, brochures, renewals, and claim forms. Handling all of this manually is hugely time and effort intensive,

    • Create PDFs with Text so that we can copy from a generated PDF

      Currently, any information that a user enters into a field cannot be highlighted and copied from the PDF that Zoho Sign renders. For example, if someone were to provide a phone number in a Zoho Sign text field, you would not be able to copy the phone

    • How To Insert Data into Zoho Table using Api

      Hi Community, I have created a table inside zoho tables. How do I insert data into table using API. Please tell the exact endpoint and payload , I just have to insert data into table columns. Also tell how to find tableid, viewid, baseid etc. which are

    • How do I delete a folder in Marketing Automation?

      Folders are used across contact lists and segments, and email templates. How do I delete a folder once it's been created?

    • Portal Approval Process

      Hi Zoho team and fellow users, I am seeking a method to establish a multi-step approval process between a Zoho user and a portal user (Custom Portal) to review and approve requests through the Custom Portal. For instance, within this setup, one of the

    • Narrative 8: Intelligent in-app support that's instantly available anytime and anywhere

      Behind the scenes of a successful ticketing system - BTS Series Narrative 8: Intelligent in-app support that's instantly available anytime and anywhere The App Support Across Platforms (ASAP) add-on for Zoho Desk is an independent application that integrates

    • Navigation issue — unable to return to Customer page after opening Receipt from Transactions

      Steps to reproduce: Open a Customer record. Go to Transactions tab and open a Receipt by clicking its receipt number. After viewing the receipt, clicking browser Back or closing the receipt does not reliably return me to the original Customer record (I

    • Thermal Printer Option Needed for Delivery Challan Templates

      Currently in Zoho Books, the Delivery Challan template only supports A4 and A5 page sizes. However, in many businesses (especially retail and hardware), we use thermal printers (like 3-inch or 4-inch rolls) to print delivery challans. It would be very

    • Separate Default Payment Modes for Receipts vs. Payments

      Right now, when I set a default Payment Mode via a customer invoice or Payments Received screen, that same mode shows up for vendor payments (Purchases → Payments Made). 🔹 Request: We need different default modes for: Customer receipts (e.g., default

    • Update/Change GSTIN in GST Settings of zohobooks

      We are trying to update our GSTIN under the GST settings section of our Zohobooks account Initially, we had entered a dummy GSTIN (123456789123456) to generate a sample invoice before obtaining our official GST registration. After receiving our actual

    • Link Payment Mode and Paid Through Accounts

      For most users, it's very difficult for them to understand that the Payment Mode is totally independent of the Paid Through account when paying bills. It seems (and is) redundant for them to have to select what is basically the same thing twice. The current

    • Lets enable business to choose the default payment mode

      Lets enable business to choose the default payment mode so that we do not have choose payment mode again and again for each and every transsctions

    • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

      Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,

    • South African Payment Gateways

      Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring

    • Has anyone verified if Zoho is PCI compliant?

      We are planning on using Zoho to process payments via Authorize.net. We have everything set up and are attempting to complete the PCI DSS SAQ-A requirement for our merchant account. This requires us to prove Zoho has completed the SAQ-D for Service Providers. We need a way to verify compliance, or a copy of an attestation of compliance signed by the appropriate officer at Zoho. I assume I'm not the first person to use Zoho to process payment, and therefore not the first to require this information

    • Bigin Plugin for Outlook

      Could we get this added? The Gmail version already exists, and I would like to avoid having to make a switch.

    • Date does not fit the field

      Hi There. I am having fun learning zoho sign API. Today I noticed the "Signed Date" field does not fit, or alternatively the font is to large for the auto field space. See screenshot below. The signed date field is created by putting {{Signdate}} on the

    • Tip of the Week #69 – Automate your Zoho TeamInbox tasks with n8n integration.

      Don’t waste time repeating the same tasks—like sending follow-up emails or adding new contacts. Let automation save the day. With n8n, an open-source automation tool, you can connect your favorite apps and let them handle the busywork for you. You don’t

    • Multi Page/Step Forms in creator

      Greetings i was wondering if it's possible to create multipage/step forms on creator similar to what we have on zoho forms. is that possbile? Thanks

    • Package Geometry

      how can i add the dimensions and weight capacity of the available boxes to be default in the system everytime we use it ?

    • How to create a Master Kanban Board that syncs with Child Projects?

      Hello, We're currently using Zoho Sprints for managing our interdepartmental teams, and we're looking to enhance our workflow using Kanban boards as part of a company-wide productivity improvement initiative. Our goal is to implement a project structure

    • Writer.. Broken?

      Hello,  Writer has been really good to me during the months I've used it, up until now.  I usually launch the app by tapping the icon and I could immediately pick up where I left off.  Now I'm greeted by a loading circle not reaching 100% and I only have the option to create a new account.  By pressing that button it now switches to a login screen and I can access my account. However, it seems (only speculating ofc) to be stuck in cell-phone mode? everything looks scrambled.  I can't access any of

    • How to access Recruit Variables in a Deluge function?

      I have set up Recruit Variables in Zoho Recruit, and I would like to know how to retrieve these variables from within a Recruit custom function (Deluge). Could someone please explain the correct way to access them? I tried the following code, but it did

    • Upon De activate a user what name doe sthe contacts candidates go under?

      When deactivating a user, does the user name remain the same, as the candidate owner? If not what/who, does it change to? Do I need to change the user name in contacts and candidates before I deactivate the user?

    • Weekly Tips: Customize alerts from your Priority Users

      You might receive hundreds of emails daily, but messages from your manager, clients, or team leads often require immediate attention, as they may contain urgent requests or critical updates. How would you ensure you never miss important messages from

    • Maximum 100 records in Sheet View is limiting. How can I increase this?

      Thanks in advance for any help with this. There was a similar post that showed answered but it did not help with increasing the number of records you see in a Sheet View. Editing in the Sheet View is fast and efficient but I have 3500 records and I need

    • Revenue Management: #3 Revenue Recognition Simplified

      In continuation of the previous post on how to compute revenue recognition, let's explore a solution that helps businesses handle real-world complexities. While the Accounting Standards provide a clear framework for recognizing revenue, the real challenge

    • Tip #40- Strengthen Remote Support with IP-based Restrictions in Zoho Assist– ‘Insider Insights’

      Protecting sensitive data and preventing unauthorized access is a top priority for any organization. With IP-based restrictions in Zoho Assist, you can ensure that only users from trusted networks can initiate remote support sessions. Say your IT team

    • Next Page