Zoho Projects is an Online Project Management Tool where you can Create, Manage & Colloborate Online. Zoho Projects help teams to organize their work & track progress effectively.

Why do I need Zoho Projects ? (Top)

Zoho Projects is designed to make sure Planning & Management takes lesser time than the actual work unlike in other cases where the planning and management take up more time that the actual implementation.

What browsers does Zoho Projects supports ? (Top)

Zoho Projects supports IE, Mozilla Firefox, Safari and Opera.

What is the Sign-up procedure for using Zoho Projects ? (Top)

You can choose the Zoho Projects pack which suits your requirement the best. There are different plans in Zoho Projects they are

* Free - for single project
* Personal - for 3 projects - $5 per month
* Basic - for 5 projects - $8 per month
* Standard - for 10 projects - $12 per month
* Express - for 20 projects - $20 per month

* Premium - for 50 projects - $35 per month

* Elite - for 100 projects - $55 per month

* Enterprise - for unlimited projects - $80 per month

Project Setup

How to create a new project ? (Top)

To create a new project, click new project link on the top right corner in the left menu and a form will be displayed , give a project name and click add new project button.

How to update project details ? (Top)

You can use the Edit button visible next to the project name under the dashboard module.
You can change the details project, name, description and status and save to update the details.

How to archive a project ? (Top)

You can use the Edit button to update the status from active to archive. This option to edit project details is available in the dashboard module, visible next the Project Name. Once the status is changed, the project name is immediately moved to Archive list, displayed on the left side of the dashboard.

How to activate a project ? (Top)

Use the Edit details and chage the status of archived project into Status-active.

How to reorder projects ? (Top)

To reorder projects, click on the red arrow up/down icon in between the "Projects" and "New Project".

Settings

How to change Company Details ? (Top)

On the top right side of the screen

Click the Settings tab >Company Settings,
Here, you can change the Company name and the web address.
The timezone can be selected from the drop down list.

How to upload/change Company Logo ? (Top)

Under the Settings > Company Settings

You can use the Upload Logo option here to upload new logo or change the existing company Logo.

How to Change skin ? (Top)

Click on Settings > General Settings

Here, you can choose the skin which you prefer.

How to Change My Password/Update My Profile ? (Top)

To change your login name and update your profile,

You can use Settings>General Settings to change First Name,Last Name and password.

How to upload/change My Photo ? (Top)

Under Settings > General Settings, use the upload photo option to change or upload a new photograph.

How to Add User to the company ? (Top)

To add a new user to the Company,
Settings > People View,
Use the Add User button to add a new user in the company.

How to Delete User from the company ? (Top)

You can use the Delete Button next to the user name displayed under Settings > People View.
Note that the delete option does not exist for Admin User.

How to add a Client company ? (Top)

To add a Client in the company, click on Settings > Client View > Add Client button.
You can select the Projects to which the client is associated to and click on the Add Client Button to save it.

How to update Client company details & assign projects to the client ? (Top)

To update Client Company details, click on Settings> Client View
Here, the icons for edit, delete and add client user are displayed next to the Client Name.
Now you can click on Edit to update any changes to the Client details.
To assign projects to clients,you can add or remove access to projects listed here, (under edit option)under the Available projects Table
and update profile.

How to add/delete client user ? (Top)

Click Add Client User link accross each Client company listed under Settings > Client View tab.
You can use the Delete icon displayed next to client user under Settings > Client View tab.

Tasks and Milestones

How to add new task ? (Top)

To add new task:Select the project under which the task is to be created

Select the Tasks & Milestones tab
Click on the New Task button
Enter the name of the task
Select the Name of the owner of the task
Click on the Add Task button.

How to edit or delete an existing task ? (Top)

On hover the particular task edit/delete images will be shown on the left.
Click on edit icon, a form will be displayed to edit the contents or click delete icon to delete the task (an alert message will be popped up, confirm inorder to delete the task).

Is there a provision to set a timer to tasks ? (Top)

You can set the timer of any task by enabling the Timer option displayed in green against each task in left.
Once you click on the clock icon, timer starts and upon task completion click the clock icon again to stop the timer.
Once timer is stopped it automatically updates the timsheet with the time taken to complete the task.

What is a task List ? (Top)

The list of the main tasks are refered to as TaskList. You can group various tasks under the tasks list. You can edit, delete,move or
reorder the items in the task list at any point of time in the course of your project.

How do I show my completed tasks ? (Top)

Against each task, you can select the check box to indicate the completion of a task.

Once this box is checked, it is moved to the list of completed tasks which is displayed here.

How to assign users for different tasks ? (Top)

To assign a task to an user,

Click on the Tasks & Milestones tab
Click on the task from the list
On clicking the task, you can choose the owner of the task from the dropdown list
You can also click on advanced option to choose start date, priority and duration of a task.

What is a Milestone ? (Top)

Milestone refers to a particular goal that is to be achieved over a specific period of time. It involves a set of planned activities and tasks
which are required to achieve the targetted goal.

How to add a milestone ? (Top)

Click over the Tasks & Milestone Tab

Select the New Milestone button.
Fill in the Milestone name/number
Start and end dates of the Milestone
Owner of the Milestone can be selected from the drop down list
You can choose the internal or external flag for the Milestone
Click on the Add Milestone button to create the Milestone

How to edit or delete a milestone ? (Top)

To edit/delete a milestone, you can use the edit and delete icons placed next to the Milestone .

Is there a way I can view the completed milestones ? (Top)

You can view the completed milestones under the Elapsed Milestone category . To move a milestone into elapsed category, click on the
check box next to the milestone indicating completion.

How could I know what are the milestones planned ahead ? (Top)

The Milestones planned for the future are displayed under the Upcoming Milestone category.

Users Module

How to add users in a project ? (Top)

You can add users for a project by:

Traverse to Users tab
Click on the Add User button
Fill in the Member email ID
Select the Member role from the drop down list
Click on add user button to add the user to the project group.

How to update roles ? (Top)

You can click on thenameof the userby:

Go to User tab
Click on user role to be updated
select the newrole
click on update

How to add or delete users from a project ? (Top)

Apart from the Admin user, you can delete or edit all the users added to the project using the edit/delete options on the right side of each user name that is added.

Calendar Module

How to use the calendar ? (Top)

Calendar module can be used for displaying the activities (meetings/tasks/milestones) for every month

On opening this tab, you will find the monthly calendar displayed.

By default, tasks, milestones, meetings for the entire project and all users will be displayed.
Click All Tasks to display only the tasks in the calendar month.
Click All Milestones to display only the milestones in the calendar month. Milestones will be displayed in a bar format (a horizontal bar spanning from start date to end date).
Click All Meetings to display only the meetings in the calendar month.

How to add task/meeting/milestone from calendar ? (Top)

You can create a task, meeting , milestone or discussion from the calendar on any particular date.
Over each of the dates, you will see icons TD-New Task, MS-New Milestone and ME-New Meeting.

Documents Module

How to add new folder ? (Top)

Under documents tab, on the right hand side set of folders will be listed.

Click the Add link next to Folders and specify the folder name & add a new folder.

On hover each directory displayed on the right hand side an edit icon will be displayed. Click that edit icon to rename the folder name.

How to rename a folder ? (Top)

To rename a folder, you can click on the edit button next to the folder names displayed on the right side in the Documents tab, change the name and save.

How to delete folder ? (Top)

On hover each directory displayed on the right hand side a delete icon will be displayed. Click on the delete icon to remove the folder and
all the files under the folder.

How to upload documents ? (Top)

Click Upload NewFile button
Browse for the document you need to upload
Select the project (folder)to which it is to be uploaded
Add any reference comment here for the document
Fill in the tag name if required
Click on the upload button to complete the action

How to delete documents ? (Top)

Under documents tab set of files that were uploaded will be displayed. Accross each file a delete icon will be displayed, clicking on that
file will be deleted.

Or else click on the version displayed accross each file, a page will be displayed with the details of the file. In that page click Delete
File link to delete the file.

How to move documents from one folder to another folder ? (Top)

Click on the version displayed accross each file, a page will be displayed with the details of the file. In that page click Move File link ,
a form will be displayed with set of folders, choose the folder and submit to complete the move action.

Is there a versioning system for documents ? (Top)

Yes, there is a versioning system for documents.This enables verison numbers for editions made by different users. The latest
version is displayed as the top most in the order for easier reference. Click on the version displayed accross each file. A page with
complete file details will be displayed, all the versions for file will be displayed.

How to upload a file with latest changes again ? (Top)

Click on the version displayed accross each file, a page will be displayed with the details of the file. In that page click Upload latest version link. Browse the latest version of file and upload and provide comments for the upload.

How do I know the size of my uploaded documents ? (Top)

For each document that is uploaded, its size is displayed accross each file under documents tab and also the size of all the versions under the file details page.

Can I make brief note about the document for others' reference ? (Top)

You can use the comment field to add a brief reference for the document while uploading the file.

What is tag ? (Top)

Tag is a keyword or category label. You can assign as many tags as you wish to your files. This help users to find files in future easily.

What is tag cloud ? (Top)

Group of tags being used are displayed with varying font size. Greater the font size, more the tag being used.

How to search files based on tags ? (Top)

Under documents tab a search box is displayed, you can type the tag name and search. Then the set of documents with the searched tag will be displayed.

How to i organize my documents ? (Top)

You can organize your documents by using

Versioning system

Tagging system

Search button

You can also make use of the file size, comment for reference, version numbers that is displayed for each uploaded file.

Meetings & Forums Module

How to schedule meetings ? (Top)

You can manage/schedule meetings effectively using Zoho projects.

Click on Meetings tab, Click the New Meeting button
You can fill in details:

Meeting title

Schedule

Plarticipants

Reminders if required

A noification about the meeting is sent to the members and if reminder is configured, then a reminder can be sent to the participants well in advance or on time.

How to change/delete meeting schedules ?(Top)

To change meeting schedules, you can use the edit/delete icons against each meeting that is displayed when hover the respective meeting.

How to set reminders about meetings/discussions to team members ? (Top)

Whenever a meeting is scheduled, mentioning its participants and time/date details, a notification is automatically sent to the
participants of the meetings immediately after a meeting is created.

You can configure reminders about a meeting by using the Reminder All option while scheduling a new meeting.
The reminders can be set for all the participants well in-advance or on time.

How to add notes to a meeting ? (Top)

Once meeting(s) is/are scheduled, all the meetings will be displayed under the Meetings tab.
For every meeting there will be a Add Notes link wherein users can add the details/minutes of meetings/agenda for that respective meeting.

How to edit/delete a meeting note ? (Top)

Once meeting note is added, Edit Note and Delete Note link will be displayed for every note.
Click the respective links to perform the respective actions.

How to add a forum category ? (Top)

Under Forums tab, on the right hand side the set of Forum categories will be displayed.
Next to Forum categories Add link will be displayed.
Click to create new forum category.

How to rename a forum category ? (Top)

On the right hand side, all the forum categories will be displayed.
On hover each forum category edit icon will be displayed.
Clicking on the icon a form will be displayed using which forum category can be changed.

How to make a forum post ? (Top)

Traverse to the forums tab

click on New forum link

Enter the topic, content and category of the post

You can also attach a file for your post here

How to add comments with attachments ? (Top)

Each forum post can be commented by other users.

Across each forum post there will be Add comment link. Click the link to post comments and attach files to that comments.

Timesheet Module

Why do we require timesheets ? (Top)

Timesheet enable proper tracking of the time taken to complete an activity in a project. This is vital for proper planning and scheduling of
various activities for a project, and resultant increase in productivity.

How to log hours in timesheet ? (Top)

click Timesheet tab

click Log Time button.

A form will be displayed with set of tasks,date, hour field and notes field.

choose a particular task and choose the date , enter the hours spend (For ex : 2.45 -- two hours and forty five minutes) and notes if any.

How to edit/delete log hours in timesheet ? (Top)

In the timesheet tab click the hours spend link displayed across each date in the calendar.

Above the calendar a div will be displayed with the logged hours on that particular date.

Across each logged hours edit/delete icons will be displayed.

Click edit icon to edit the log hours,log notes.

Click the delete icon to delete.

How can I view the others time sheet ? (Top)

In the Timesheet tab, by default the calendar will be displayed with set of logged hours for each date for the person logged in.

Choose the user from the top righ select combo box.

The calendar with set of logged hours of the respective user will be displayed

How to view timesheet in list format ? (Top)

In the Timesheet tab, click List View link.
A page displaying the task, hours spent, task owner, log notes in a list format. You can filter the list by user, by date.

Reports Module

How to see open/closed tasks on reports ? (Top)

click the Reports tab

choose the task status (open/closed) from top right select combo box.

a Gantt chart report with Task Vs Date plot for the respective status (open/closed) will be displayed.

How to view open/closed Milestone reports ? (Top)

Click the Reports tab

Click Milestone Reports link

Choose the task status (open/closed) from top right select combo box.

a Gantt chart report with Milestone Vs Date plot for the respective status (open/closed) will be displayed.

How to see open/closed tasks for individual users ? (Top)

Click the Reports tab

Choose the task status (open/closed) from top right select combo box.

Choose the user from the select combo box next to task status combo box.

A Gantt chart report with Task Vs Date plot for the respective status (open/closed) and the selected user will be displayed.

How to see reports in list format ? (Top)

Click the Reports tab

Click the Task List View link

A page will be displayed with set of tasks their associated task list, associated milestone, task owner and other details of all the tasks in a list format.

You can filter the list by date or by owner.

Dashboard

What does the Dashboard contain ? (Top)

Dashboard contains a quick capture of all the following:

Today's Tasks - tasks that are due today

Week Ahead: items planned for the week ahead

Recent forum posts