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  • Project Management

How to Use Zoho Projects: Tutorial for Beginners on Getting Started in 2024

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How to Use Zoho Projects Tutorial for Beginners

This Zoho Projects tutorial provides step-by-step instructions on getting started with Zoho Projects, creating projects and exploring its key features. Gain the knowledge and skills necessary to effectively organize, collaborate and track your projects using Zoho Projects.

Beatrice Manuel

Last Updated: 20 Feb'24 2024-02-20T10:18:10+00:00

All our content is written fully by humans; we do not publish AI writing. Learn more here.

Key Takeaways: Zoho Projects Overview

  • Zoho Projects is a cloud-based project management software that helps you plan, track and collaborate on your projects.
  • It offers a variety of features such as task management, time tracking, Gantt charts, reports, and integrations with other Zoho apps and third-party tools.
  • Zoho Projects is suitable for small to large businesses across different industries and sectors. It has flexible pricing plans that start at $4 per user per month.
  • It provides a user-friendly interface and a mobile app that lets you access your projects anytime, anywhere. You can also customize your projects with themes, logos and layouts.

Zoho Projects is a cloud-based project management software designed to assist individuals, teams and even clients in effectively planning, tracking and collaborating on projects. Whether you are a newcomer to this powerful tool, someone who recently subscribed and is eager to learn the ropes, or even someone who has struggled to set up a project in the past, this comprehensive project management tutorial is tailored to meet your needs.

This Zoho Projects tutorial will show you how to use the platform to set up and manage your projects from start to finish. You’ll learn how to set up your account, start a project, add tasks and milestones, assign roles and permissions, communicate with your team, track your progress and generate reports.

If you’re wondering whether Zoho is the right tool for you, check out our full review , which we created after trying and testing the software and all its features.

Zoho Projects Training & Tutorial: What Is Zoho Projects?

Zoho Projects is a project management software designed to help you manage your projects online with ease and efficiency. It offers many features, including those of task management software such as time tracking (read Zoho Projects’ time tracking tutorial for more info), document collaboration and communication tools. It provides a centralized platform for project planning, execution and monitoring, making it easier to stay organized and ensure project success.

Zoho Projects also forms part of Zoho’s suite of online applications, called Zoho One, that includes CRM, email, invoicing, accounting and more.

Where Is Zoho Projects Based?

Zoho is based in Chennai, India. However, it has offices in several countries worldwide, including the U.S., U.K., Australia, Japan, China, Singapore, UAE and more. Zoho Projects supports multiple languages, currencies, time zones and date formats. You can choose your preferred settings in your account preferences.

Zoho Projects Pros & Cons

Here are some of Zoho’s main advantages and disadvantages:

  • Affordable pricing plans that start at $4 per user per month (billed annually)
  • Free plan for up to 3 users & 2 projects
  • Integration with other Zoho apps & third-party apps like Google Drive, Dropbox, Slack, Zapier, etc.
  • Customizable features & workflows to suit your needs
  • User-friendly interface & navigation
  • Mobile apps for iOS & Android devices
  • Limited automation capabilities 
  • Learning curve for users new to project management software
  • Mobile app limitations compared to the web-based version
  • Limited customization capabilities on the reporting feature
  • Customers have reported slow support response times
  • No offline mode or desktop app

Zoho Projects Features

In this section, we will delve into some features of Zoho Projects that make it a standout choice for businesses looking for effective project management . Keep reading to learn how Zoho can enhance your project management game.

Task Management

One of the core features of Zoho Projects is its task management system. You can create tasks; assign them to your team members; set deadlines, priorities and dependencies; and track their progress in real time.

You can also use subtasks, checklists and recurring tasks to break down complex projects into manageable chunks. Zoho also supports multiple views of your tasks, such as list, board, Gantt and calendar, so you can choose the one that suits your workflow best.

Collaboration

With Zoho Projects, you can communicate and collaborate with your team and stakeholders using chat, forums, comments and feeds. Users can also share files, documents and images with their team and access them from any device.

Zoho Projects integrations include popular apps like Google Drive, Dropbox, Slack and Microsoft Teams to streamline your work across different platforms.

Zoho Projects helps you monitor and analyze your project performance with its reporting features. You can generate custom reports and dashboards to track key metrics like time spent, budget, issues, risks and quality.

Managers can also use charts, graphs and widgets to visualize their data and gain insights. Zoho Projects lets you export and share your reports with others in various formats like PDF, Excel, CSV and HTML. You also have the option to export charts as images.

Integration Features

While Zoho Projects is a stand-alone project management tool, it’s still part of the Zoho ecosystem. You can use it in conjunction with other Zoho apps like Zoho CRM, Zoho Invoice, Zoho People and more.

It also offers extensive third-party integration capabilities, connecting with various apps and ecosystems. From popular platforms like Slack, Zapier, GitHub and Jira to Microsoft and Google ecosystems including Google Drive, Google Calendar, Microsoft Office 365, Teams and Outlook, Zoho Projects allows users to streamline workflows and centralize data across multiple applications.

Security Features

Zoho ensures your data is secured through strong privacy and security features. You can control who can access your projects and data with role-based permissions and user groups; to provide an extra layer of protection, all customer data is encrypted using AES-256 encryption to safeguard it from unauthorized access.

Zoho also complies with strict security standards and regulations like GDPR and HIPAA, ensuring that your data is handled with the highest level of international compliance and confidentiality.

Zoho Projects User Guide: Getting Started

Getting started with Zoho Projects is a breeze, as the platform offers a user-friendly interface and straightforward setup process. Let’s dive in and explore how to get started with this powerful tool.

To sign up for Zoho Projects, visit the Zoho Projects website and click on the “sign up now” button.

zoho projects get started

Enter your email address, set a password of your choice, and click “sign up.” You can also sign up with your Google, Microsoft or LinkedIn account.

zoho projects signup

You are now all set and invited to the main page of the Zoho Projects. From the homepage, you can view project dashboard details.

zoho projects dashboard

A Look Around the Zoho Projects Dashboard

Once you’re set up, you might wonder about the dashboard, where to go and what to do next. Here’s a step-by-step look around the dashboard.

The feed is where you can see all the updates and activities related to your projects. You can also post comments, share files and tag your team members. To view your feed, click the “feed” tab on the left sidebar.

zoho feed

You can discuss over chat, start new conversations using the “new conversation” button, and help other team members through the “discuss” tab on the left sidebar.

zoho discuss

You’ll be redirected to the calendar view by clicking on “calendar” from the sidebar . Here you can see the task, assignee and due date details all in a calendar view.

zoho calendar

Current projects can be viewed, and new projects can be created using the “projects” option on the sidebar. Project completion status, tasks, milestones, issues and more can also be seen on this view.

zoho projects

You can create tasks, assign them to your team members, set deadlines, track progress and more. To manage your tasks, click on the “tasks” tab on the left sidebar. You’ll also be able to view issues, milestones and timesheets under the “work overflow” option in the left pane.

zoho tasks

How to Create Projects in Zoho Projects

The Zoho Projects structure is hierarchical in nature, using milestones, task lists, tasks and subtasks. Milestones represent significant goals or events within the project, Task lists are collections of related tasks, tasks are individual activities to be completed and subtasks are smaller components of tasks.

You can also create project templates to save time and reuse your Zoho project structure for similar projects. You can find them under the “templates” tab in the left sidebar where there are many Zoho Projects templates to choose from.

Now that you know the basics of Zoho Projects, let’s see how you can create a project in a few simple steps.

To create a new project, click on the “+ new” button in the top-right corner of the screen and select “project” from the list.

zoho new project

Click on “project” from the list of available options to create a new project.

zoho select project

In the “create project” window, enter the name, description, due dates and tags for your project. You can choose a project type from the predefined categories or create your own custom type. Then, click on “create.”

zoho project details

Once you’ve entered the project details, you can see an overview of the project from the “projects” option on the side pane. Similarly, you can manage tasks, issues, timesheets and milestones from the respective options under “work overview.” You’ll also be able to find a shortcut to your projects under “recent projects.”

zoho project navigation

How to Add Users in Zoho Projects

If you’re working on a project with a remote team , consider adding them as users in Zoho Projects. This way, you can easily assign tasks, track progress and collaborate with them. You can also invite other users to join your project and collaborate with them using features such as chat, forums, documents and reports.

Go to your project dashboard and click on the “+” icon on the top-right corner of the page. From the list of options, select “user.”

zoho add users

Enter the email addresses of the people you want to invite. You can also select their roles and permissions for the project. Click “add” once done and the invitation will be sent.

zoho user details

How to Add a Milestone

Milestones are important events or goals that you want to achieve in your project. They help you track the progress and completion of your project. Let’s have a look at how you can proceed to add and manage milestones on Zoho Projects.

To create a new milestone, you need to go to the “milestones” tab and click on the “+” icon. Then, select the “milestone” option. This will open a pop-up window where you can enter the details of your milestone.

zoho-create-milestone

Some of the details you need to enter are the name of the milestone, description, start date and end date, owner and tags . Once you have entered all the details, click on “save” to create your milestone.

zoho save milestone

To view your milestone , you need to go to the “milestones” tab in your side pane and click on the name of your milestone. This will open a page where you can see all the information and activities related to your milestone.

zoho milestones

From here, you can edit/delete the milestone, move it to another project, follow the milestone to receive updates, add a task list, manage issues, and more.

zoho milestones edit

Creating Task Lists & Adding Tasks

Task lists are collections of related tasks that help you organize your work and track your progress. Tasks are the individual units of work that need to be completed for a project. Here’s how you can create task lists and add tasks in Zoho Projects.

In the “tasks” view, go to click on the “add task” dropdown to get the “add task list” option.

zoho add tasklist

Enter a name and a description for your task list. You can also select any related milestones and add a task flag for reference. Click on “save” to create your task list.

zoho tasklist details

You will now be able to see the created task list in the task view. If you hover the mouse next to the created task list, the “add task” button will be displayed. Click on it to add tasks under the list.

zoho add task

Alternatively, you can also click on the task list name to open up a detailed view of the task list and all the related tasks under it. From this view, you’ll be able to edit or delete tasks.

zoho edit task

Final Thoughts

We hope that following this tutorial has taught you the fundamental steps to get started with Zoho Projects and harness its full potential. With this comprehensive understanding of project creation, key features and efficient management techniques, you can now confidently navigate the software.

Take your time to further explore and tailor Zoho Projects to your specific needs and unlock its full range of features to propel your project management to new heights. We also have a guide on how to use Zoho Projects Kanban boards.

What do you think of Zoho Projects? Have you tried it before? What are some of the benefits and challenges of using it? What does your review of the product look like? We would love your feedback and opinions in the comments section below. Thank you for reading this article, and stay tuned for more tips and tricks on using Zoho Projects like a pro!

FAQ: How to Use Zoho Projects

Zoho Projects is a cloud-based project management software that helps you plan, track, collaborate and achieve project goals. You can create tasks, milestones, Gantt charts, timesheets, reports and more with Zoho .

Yes, Zoho Projects has an intuitive and user-friendly interface that lets you get started with your projects in minutes . Zoho also offers online help, tutorials and support to help you learn the features and best practices of project management.

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Microsoft PowerPoint vs Zoho Show - Comparing Presentation Tools

Microsoft PowerPoint vs Zoho Show: Choosing the ideal presentation software can be a game-changer for your projects. In this comparison, we delve into the dynamic features and user experience of Microsoft PowerPoint and Zoho Show. Trust us for an unbiased analysis that aids your decision-making process.

We're here to unravel the complexities and offer a clear roadmap for your presentation needs. Whether you're a business professional, educator, or student, our insights will empower you to make an informed choice that aligns perfectly with your objectives.

Microsoft PowerPoint vs Zoho Show

Table of Contents

Comparing features, performance and compatibility, user experience and interface, collaboration and sharing, mobile app comparison, pricing plans, final thoughts.

Microsoft PowerPoint's user-friendly interface, rich template library, integration with Microsoft 365, and advanced animation capabilities empower users to craft compelling presentations easily and creatively. 

Comparing Features

Microsoft PowerPoint Features

  • Microsoft PowerPoint offers a user-friendly interface and an extensive collection of templates, making presentations both straightforward and impactful. The software's ease of use contributes to its production of top-notch presentations. 
  • One of its key features is the PowerPoint interface, consisting of elements like the Title Bar, Ribbon, Quick Access Toolbar, Slides Pane, Slide Window, and Status Bar, collectively forming the main workspace for creating presentations.

Microsoft PowerPoint Features

  • Integration with the Microsoft 365 suite provides access to various productivity apps, such as Microsoft Teams, Word, Excel, and Outlook. With a subscription, you can install these apps on various devices and enjoy 1 TB of OneDrive cloud storage. 
  • The integration also facilitates real-time collaboration on Microsoft native files, ensuring seamless edits and updates that sync to OnBoard.

Microsoft PowerPoint excels in animations and design tools, allowing the creation of captivating motion graphics. Animations are categorized into entrance, emphasis, exit, and motion path effects

  • These animations can bring text lines flying in or titles gracefully fading in, enhancing engagement. To add animations, navigate to Animations > Advanced Animation > Add Animation , and choose the desired animation. 
  • The Animation Pane, accessed through Animations > Advanced Animation > Animation Pane , lets you manage animated objects and trigger their playback.

Zoho Show Features

Zoho Show introduces an array of features that simplify and enhance your presentation experience:

Cloud-Based Collaboration and Real-Time Editing

  • Presentation Creation and Organization : With Zoho Show, you can effortlessly craft and arrange your presentations. Its intuitive interface ensures a user-friendly experience, making it ideal for beginners and experts.
  • Slide and Object Insertion : Easily add slides and various objects like text, images, charts, and shapes to your presentation. The process is straightforward, allowing you to build visually appealing slides.

Slide and Object Formatting

  • Animations and Transitions : Enhance your presentations with animations and transitions that captivate your audience. Smooth visual effects add a dynamic touch to your slides.
  • Sharing and Collaboration : Zoho Show facilitates easy sharing and collaboration. Invite team members to collaborate, review, and provide real-time feedback, fostering effective teamwork.
  • Review and Proofreading Versions : Keep track of changes and versions as you refine your presentation. This feature streamlines the review process and ensures accuracy.
  • Publish and Broadcast Presentations : Once your presentation is ready, Zoho Show enables you to publish and broadcast it, reaching a wider audience and maximizing its impact.
  • Customization and Slideshow Playback : Tailor your presentation to your needs, customizing elements and ensuring a polished final product. When ready, play your slideshow effortlessly.

Interactive Elements and Multimedia Embedding

  • Cost-Effective Pricing Options : Zoho Show offers various pricing plans, including the Flexible-User Pricing at $105 per user per month or $90 per user per month with an annual subscription. This adaptable approach ensures you only pay for the licenses you need.

Microsoft PowerPoint guarantees compatibility across diverse devices and operating systems, is classified as Application Software, and offers a range of animations and transitions to create captivating and professional presentations.

Microsoft PowerPoint

Microsoft PowerPoint ensures compatibility across various devices and operating systems, enhancing accessibility and flexibility for users. For Android devices, including tablets and phones, Office for Android™ (including Outlook for Android) can be installed, provided they run supported versions of Android and feature ARM-based or Intel x86 processors. 

However, starting from July 1, 2019, support will be limited to Android's last four major versions. To maintain seamless editing between different PowerPoint versions, Compatibility Mode is employed. 

This mode temporarily disables new features, ensuring presentations remain editable even by users with earlier PowerPoint versions.

Presentation Software Classification:

Microsoft PowerPoint falls under the category of Application Software. Robert Gaskins and Dennis Austin created it, and it serves as a presentation program. Originally launched on April 20, 1987, it has become a staple tool for creating and delivering presentations.

Smooth Transitions and Animations:

Incorporating smooth transitions and animations, Microsoft PowerPoint enriches the visual appeal of presentations. Animations are effects applied to individual slide elements, such as text, shapes, and images, adding engaging dynamics. 

On the other hand, transitions dictate the effects when moving from one slide to another during a presentation, ensuring seamless flow. The Morph transition is a standout feature, enabling fluid movement between slides and offering a visually striking effect.

Various animations like Appear, Fade, and Fly in are available, enhancing the overall presentation's visual impact.

Zoho Show is an online presentation software designed to provide users with a seamless and versatile experience. Thanks to its cloud-based nature, it enables creating, editing, sharing, collaborating, and delivering presentations from any location. This means you can work on your presentations anytime, anywhere, using a web browser.

Browser Compatibility:

Zoho Show ensures cross-platform compatibility and browser-based access. It works smoothly on popular web browsers such as Google Chrome (Version 60 and above), Mozilla Firefox (Version 44 and above), Microsoft Edge (Version 12 and above), and Safari (Version 9 and above). This compatibility ensures you can access and work on your presentations using your preferred browser, whether a Windows PC, Mac, or even a mobile device.

Responsiveness and Seamless Sharing:

Zoho Show prioritizes responsiveness, allowing your presentations to adapt and display correctly on various devices and screen sizes. This ensures that your audience receives a consistent and optimized viewing experience, whether they're accessing your presentation on a desktop, laptop, tablet, or smartphone.

Seamless sharing is another hallmark feature of Zoho Show. You can easily collaborate with colleagues and share your presentations with others. The software provides tools for effortless communication, tracking, and version control. You can tailor access permissions, review activity logs, and track specific actions, ensuring a smooth collaborative process.

Microsoft PowerPoint provides a familiar interface for Windows users, complete with intuitive design tools, while Zoho Show boasts a modern interface and focuses on enhancing collaborative presentation experiences. Both platforms empower users to create engaging and effective presentations tailored to their preferences and needs. 

User Experience and Interface

Microsoft PowerPoint User Experience and Interface:

Microsoft PowerPoint offers a user-friendly experience, particularly for Windows users familiar with its interface. The interface comprises the Title Bar, Ribbon, Quick Access Toolbar, Slides Pane, Slide Window, and Status Bar. These components collectively form the main workspace for creating presentations and understanding their functions is crucial for efficient navigation and content creation. PowerPoint boasts intuitive design tools that facilitate customization, enabling users to craft visually appealing presentations. The toolbox includes diverse features like templates, themes, slide layouts, fonts, color themes, icons, shapes, stock photos, and charts/graphs, empowering users to create captivating slides easily.

Zoho Show User Experience and Interface:

Zoho Show presents a modern, sleek interface that aligns with contemporary design trends. As an online presentation software, users can seamlessly create, edit, share, collaborate, and deliver presentations from anywhere. The platform emphasizes user-friendly collaboration features, enabling effective teamwork on presentation projects. Zoho Show offers valuable tips to enhance collaborative presentations, such as harnessing the power of collective efforts, leveraging the diversity of panel presentations for enhanced variety, and practicing together for a cohesive and impactful delivery.

Microsoft PowerPoint and Zoho Show offer robust collaboration and sharing capabilities. Microsoft PowerPoint focuses on co-authoring and integration with Microsoft 365, while Zoho Show emphasizes real-time collaboration, versatile file sharing, and insightful collaboration tips. These features empower users to collaborate effectively and streamline the presentation creation process. 

Collaboration and Sharing

Microsoft PowerPoint Collaboration and Sharing:

When paired with Microsoft 365, Microsoft PowerPoint offers robust collaboration and sharing features for seamless teamwork. Co-authoring allows multiple individuals to collaboratively work on Word documents, Excel spreadsheets, and PowerPoint presentations in real time. 

This fosters efficient simultaneous editing, enhancing productivity. By utilizing OneDrive or SharePoint, presentations can be created and stored in the cloud, facilitating easy access and sharing with others.

Integration with OneDrive streamlines collaboration further, accommodating various organizational sizes. Through Office.com or the respective desktop apps, users can effortlessly share files via email or direct links, enabling effective collaboration within Microsoft 365.

Zoho Show Collaboration and Sharing:

Zoho Show focuses on real-time collaboration and commenting, distinguishing itself as a versatile team collaboration tool. Users can create, share, and collaborate on various files, including presentations, documents, and spreadsheets. 

For collaborative presentations, Zoho Projects offers insightful tips, emphasizing the power of teamwork, leveraging diverse perspectives for enhanced variety, and the importance of practicing together. The platform provides features like PowerPoint compatibility, a library, add-ons, collaboration tools, broadcasting, publishing, shapes, and charts. 

Sharing presentations is a straightforward process—users can invite collaborators via email, assign access levels, and share the presentation seamlessly.

Microsoft PowerPoint Mobile offers on-the-go presentation capabilities with notable features, while the Zoho Show Mobile App provides versatile access and integration within the broader context of Zoho CRM, facilitating seamless business operations and client interactions. 

Microsoft PowerPoint Mobile App: Availability and Key Features

Microsoft PowerPoint Mobile is a versatile app tailored for Windows phones and tablets, specifically those with up to 10.1 inches screen sizes. It is your go-to solution for reviewing, delivering, and creating presentations while on the move. It's important to note that, starting January 12, 2021, this app will no longer receive support on phones using Windows 10 Mobile.

Key Features:

  • Present Anywhere : Rehearse and deliver presentations from your phone or tablet.
  • On-Screen Annotations : Emphasize key points by drawing directly on your slides during presentations.
  • Seamless Editing : Access and edit your files from anywhere through OneDrive, SharePoint, and Dropbox integration.
  • Effortless Saving : Edits made on your tablet or phone are automatically saved, eliminating worries about losing progress.
  • Easy Sharing : Share your presentations with a few taps and invite others for collaborative review.
  • Real-Time Collaboration : Work as a team, simultaneously editing presentations with others.
  • Quick Access : Utilize the "Tell Me" feature to locate and navigate to specific commands swiftly.
  • Presentation Quality : Maintain design integrity across devices, ensuring your presentations look great on any screen.

Requirements:

The PowerPoint Mobile version caters to devices with screen sizes up to 10.1 inches, enabling free viewing, creation, and editing of presentations. However, advanced features require a qualifying Office 365 subscription.

Zoho Show Mobile App: Availability and Advantages

The Zoho Show Mobile App is available for native iOS, Android, and iPad platforms, providing flexibility to work anywhere. Zoho CRM is an integrated platform for sales, marketing, and customer support activities, streamlining processes, policies, and people within a unified framework. 

This CRM tool empowers real-time monitoring of sales cycles, transaction details, contact history, competition insights, and more. The app facilitates targeted client engagement throughout the business journey, enhancing efficiency and effectiveness.

Microsoft PowerPoint offers a range of subscription options with a comprehensive suite of productivity tools, while Zoho Show provides both free and premium pricing choices, along with its CRM's affordability and advantageous features.

Microsoft PowerPoint Pricing Plans:

Microsoft offers a range of pricing tiers and subscription models for its productivity software suite, including renowned applications like Word, Excel, PowerPoint, and Outlook, as well as newer additions like Microsoft Teams, OneDrive, and SharePoint. Subscription access covers multiple devices and family members and typically falls within the $20 to $100 annual range. This comprehensive suite caters to various needs, making it accessible for businesses and individuals.

Highlighting Value-Added Features:

In Microsoft PowerPoint, the Highlighter tool stands out as a valuable feature. It can be accessed from the menu or by right-clicking and selecting Pointer Options, then Highlighter. This tool transforms your cursor into a yellow line, allowing you to draw or write on slides to emphasize key points. Beyond this, PowerPoint is an all-inclusive presentation graphics package, offering word processing, drawing, outlining, graphing, and presentation management tools. This versatility is commonly used in business and educational settings to create polished and professional presentations.

Zoho Show Pricing Options:

Zoho Show provides free and premium pricing options catering to diverse users. It offers a free online alternative to PowerPoint, enabling captivating presentations for various settings, from boardrooms to classrooms. Zoho's flagship CRM software also comes with a fully-featured free edition, providing robust sales, marketing, integrations, and secure cloud storage features.

Affordability and Benefits:

Zoho Show's affordability is underscored by its comprehensive features, including presentation creation, slide and object insertion, formatting, animations, transitions, sharing, and collaboration. Moreover, Zoho CRM offers compelling benefits, including end-to-end customer engagement, contextual communication, effortless team management, a managed database, and streamlined task assignment. These attributes contribute to a seamless and efficient workflow for businesses and organizations.

The choice between these two software options ultimately hinges on individual needs and preferences. Microsoft PowerPoint could be your ideal match if you value a user-friendly interface, integration with Microsoft's ecosystem, and intricate animations. 

Conversely, if you prioritize modern design, cross-platform flexibility, and seamless team collaboration, Zoho Show presents an attractive alternative. As you embark on your presentation journey, consider your specific requirements and the unique strengths each software offers to ensure a seamless and successful presentation experience.

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Zoho Projects- The best project manager software for any business - PowerPoint PPT Presentation

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Zoho Projects- The best project manager software for any business

All in all zoho project is an online project management software for managing and creating projects. it helps to plan project activity, assign work, and manage resources. zoho projects has a proven track record when it comes to improving the efficiency of businesses. it has provided significant benefits to the business in terms of project management and team collaboration. it comprises easy-to-use and user-friendly interfaces which makes it easy for team members to understand the various functionalities of the tool. if you are convinced enough by the features of zoho projects and how it can help you manage your work, then it’s the right time to adapt this software. trigya innovations will help you implement zoho project for your business. contact us now and get a free zoho consultancy service. – powerpoint ppt presentation.

  • Zoho Projects is an online project management software solution that allows a person to run a business with much-needed ease and efficiency. It is made to offer a holistic solution for everyday problems that arise in project management and adds great value to a business.
  • It is software that avails in planning, tracking, collaborating, and achieving business targets with ease. You can get started by merely using this software with only a few initial configurations and customizations. This software is available in various subscription plans that solve the needs of organizations of various sizes.
  • 1. Task Automation
  • Zoho Projects allows you to automate a task which means that you can set time for adding a task or even a reminder. It is mainly known for its ability to automate various tasks by setting up a centralized workflow. There is a blueprint feature that allows the creation of an independent blueprint with proper designing, the configuration of settings, and execution of processes simply.
  • 2. Customizable Gantt Charts
  • Gantt Charts allow you to envision the progress of your tasks. With Gantt Charts, you can check every detail of project management including task lists, milestones, overdue tasks, completeness status, and dependencies. Each category can be assigned a different color which makes it easy to identify and differentiate between different tasks.
  • 3. Project planning
  • Zoho projects allow you to break down your tasks into easy-to-manage pieces. You also have centralized access to all of your projects, so you know who each task is assigned to, what deadlines you have coming up, and you can get a comprehensive view of each project. Additionally, you can break your tasks into subtasks, write comments on tasks, and even view tasks by dependency.
  • 4. Document Management
  • Zoho Projects not only allows you to keep your files organized but also enables you to share and access the file as required. It doesnt matter whether it is a document, spreadsheet, pdf, video clip, or report, you can send and save files within Zoho Projects. Additionally, Zoho Projects saves previous versions of files, which helps you recover files or return to the previous versions if needed. Zoho Projects comes with a powerful search tool that helps you locate files without searching for each and everything manually.
  • 5. Reporting
  • Zoho Projects excels in what a particular job requires when it comes to the reporting tool. First off, Zoho Projects can effortlessly integrate with Zoho Reports which will help you customize the dashboard and track metrics which is crucial to you. Zoho Reports also makes it easy to drag and drop, email, export, and print reports according to your requirement. With Zoho Reports, you will be able to track the teams progress, keep track of KPIs and do adjustments to workflow strategy.
  • All in all Zoho Project is an online project management software for managing and creating projects. It helps to plan project activity, assign work, and manage resources. Zoho Projects has a proven track record when it comes to improving the efficiency of businesses. 
  • It has provided significant benefits to the business in terms of project management and team collaboration. It comprises easy-to-use and user-friendly interfaces which makes it easy for team members to understand the various functionalities of the tool.

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zoho projects

Zoho Projects

Jan 07, 2020

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Zoho Projects. Team Project Tool . Zoho Projects is an online project management and collaboration tool Free Plan is available. Plans Available. Zoho Features All Plans. Number of projects depends on plan ranging from 1 with the free plan to unlimited with the Enterprise plan

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Team Project Tool • Zoho Projects is an online project management and collaboration tool • Free Plan is available

Plans Available

Zoho FeaturesAll Plans • Number of projects depends on plan ranging from 1 with the free plan to unlimited with the Enterprise plan • All plans allow for unlimited number of users • Very easy to use web user interface • Account and Project-specific Forums • Feedback tab and help options • Tasks by Category • Sub Tasks • Activity Time Line lists all events • Calendar tab • Ability to log time • Schedule project meetings • Notes and File Attachments as well as ability to create spreadsheets and documents using other Zoho products • Files can be viewed by all team members • Email feeds available for notifications of tasks, meetings, and user administration • Export tasks, log sheets • Create reports • Quick create tab for common tool functions

Zoho Projects Paid Plans Additional Features • Track More Projects • Get more online storage • SSL Support

Collaboration Tools • Jointly Authored Pages • Ability to create forum discussion topics and add comments • Information Access • Shared File Repository with version control • Forum (blog) • RSS is not available • Limited Resource Planning • Shared Project Calendars • Task and resource scheduling does not provide a way to determine resource availability

Ease of Use • Quick Create function in upper right corner provides ability to perform common tool functions • Tabs for all functions provides simple, intuitive workflow • Dashboard • Projects in top left frame • Lists all open projects for the user • Archived Projects • Users in bottom left frame • Lists of users • Add new users

Tabs • Dashboard • Week Ahead • Recent Documents • Recent Forum Posts • Recent Forum Comments • Latest Project Activity • Tasks & Milestones • New Milestone • New Task List • New Task • Export • Calendar • Month view • Filters for milestones, tasks, and meetings

Tabs (continued) • Meetings • Schedule new meetings • View Upcoming Meetings • Elapsed Meetings • Documents • Upload Documents and Spreadsheets • Create documents using Zoho Writer • Create spreadsheets using Zoho Sheet • Timesheet • Log time by task • Add notes to the Timesheet • Log time as billable or non-billable • Reports • Task List • Milestones • Task Graph (Gantt Chart) • Forums • Add forum topics • Add forum topic comments • Notify users of the topics and comments • Users • Add users with roles of manager, client, employee, or contractor • Assign users to projects

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Zoho CRM Review 2024: Pricing, Features, Pros & Cons

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Zoho CRM is a leading customer relationship management software offering multichannel marketing, intelligent sales tools and a variety of customizable assets. The platform itself is flexible, with a focus on data and profile transparency with tools like their 360-customer view and contextual team collaboration.

Considering the diverse CRM features it offers, Zoho CRM is affordably priced compared to its competitors. This can be a major attraction for startups and small businesses. However, if you specifically want a CRM tool that’s simple to use or offers hyper-specific industry-related features, there are better options available.

Zoho CRM Pricing

  • Free CRM: Free for up to three users and comes with lead and document management and a mobile app.
  • Standard: $14 per user per month, billed annually, or $20 per user when billed monthly.
  • Professional: $23 per user per month, billed annually, or $35 per user when billed monthly.
  • Enterprise: $40 per user per month, billed annually, or $50 per user when billed monthly.
  • Ultimate: $52 per user per month, billed annually, or $65 per user when billed monthly.

Key features of Zoho CRM

360-degree customer view.

Zoho CRM Plus offers a 360-degree customer view, providing access to important client information, such as contact information, name, location and all sales or marketing communication sales reps have engaged with ( Figure A ). This comprehensive view is accessible through one unified interface.

Zoho CRM 360-degree customer view

Omnichannel customer engagement

Omnichannel engagement acts as a hub for all customer-facing channels in the CRM dashboard ( Figure B ). After creating multichannel and multistep campaigns for engaging with clients, this tool allows for the unification of customer signals, such as real-time updates across teams and interfaces.

example of Zoho CRM omnichannel outlets.

Process management

With Zoho CRM, sales reps are able to automate entire processes across the sales and marketing teams. They can streamline processes, such as lead generation and nurturing through webforms and email campaigns. In addition, sales reps are able to create custom lead follow up workflows, which break projects into achievable tasks and subtasks, trimming ticket assignment efforts ( Figure C ).

Example lead scoring workflow in Zoho CRM

Zia AI-tool

Zia is Zoho’s AI assistant that can help monitor lead activity, forecast deals and even answer support calls on an organization’s behalf. With its Ask Zia feature, sales reps can request niche information, and the tool will search through all client records in the software and pull up the information instantly ( Figure D ).

Example question using Zoho's AI assistant.

Zoho CRM pros and cons

Alternatives to zoho crm.

The user interface of Zoho CRM is reportedly not that user-friendly, and customer support can be inconsistent. If you’re looking for a more robust free version or a software with an easier learning curve to implement in an organization, there are other CRMs to consider.

Other CRM software regularly compared to Zoho CRM include Freshsales, Insightly, Salesforce and HubSpot. These options all offer a trial or demo period, if not a free-for-life tier. Apart from the standard core features expected from a CRM, like pipeline management or data analysis, these alternatives also offer advanced technology tools and integrations.

SEE: Check out our guide to the top enterprise CRM software , where we cover these alternatives and others.

* Pricing is based on annual subscription plans. Month-to-month billing options will differ.

Freshsales logo.

Freshsales is a popular option with advanced collaboration and operation features. Sales reps are able to assign and monitor individual tasks as well as progress on entire projects or deals across departments. Freshsales’ multiview dashboards allow information to be synchronized across views with the most up-to-date activity notes.

SEE: For a full breakdown, check out our independent review of Freshsales.

Insightly logo.

After helping identify potential opportunities, Insightly’s project management tools assist users in tracking post-sale activities and follow ups. Its process automation feature reduces redundant sales tasks, like appointment scheduling and reminders and follow up emails. This streamlines productivity throughout an organization’s sales process.

Salesforce’s data features make it a great operational CRM. Users can create custom data reports, analytic pages and sales forecasts. Its integrations and communication tools help simplify complex sales processes, and its mobile app is even available offline, allowing users to access all information on the go.

SEE: For more information, check out our full Salesforce review .

HubSpot logo.

HubSpot’s robust free version allows up to 2,500 users. If an organization decides HubSpot’s paid tiers better align with their needs, those prices are still affordable. The free version of the CRM does offer an array of sales and marketing tools like contact management and email marketing, making it an easy CRM to implement across teams.

SEE: Explore this side-by-side comparison of HubSpot and Pipedrive .

Review methodology

We used our inhouse scoring tool, which consists of criteria we deem most important when evaluating a CRM software. We then compared Zoho CRM against the industry standard for each criteria in that rubric. We relied on Zoho CRM’s own resources as well as some real user feedback and scores.

The criteria we used to score Zoho CRM include:

  • Cost: Weighted 25% of the total score.
  • Core features: Weighted 25% of the total score.
  • Customizations: Weighted 15% of the total score.
  • Integrations: Weighted 15% of the total score.
  • Ease of use: Weighted 10% of the total score.
  • Customer support: Weighted 10% of the total score.

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  • HubSpot vs Salesforce: Comparing CRM tools
  • Zoho Projects Review: Pricing, Features, Pros & Cons
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  1. Zoho Projects Templates: How to Work With Them

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  2. How To Make Presentation Using Zoho

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  3. 10 Features of Zoho Projects that Makes it a Collaboration Tool Systango

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VIDEO

  1. Part 3

  2. Zoho projects Overview

  3. Zoho Projects

  4. Zoho Projects

  5. Repath: Transforming Businesses Globally with Zoho Solutions

  6. Zoho CRM

COMMENTS

  1. Online Presentation Software

    From startup pitch decks to sales presentations and business proposals, Zoho Show comes pre-loaded with 100+ templates to cover all your professional needs. Explore our customizable templates A central presentation repository to enable better collaboration and bring together distributed teams. Learn about the Library feature Template Library

  2. Create Dynamic Project Management Presentations with Zoho Show

    Plan, manage, and execute Project management with Zoho Show. Successful projects lead to happy teams and clients. Create engaging project presentations, share insights, and make sure the right information reaches the right people without any hassle. Create Presentations Consistent themes, templates, and fonts across teams Real-time collaboration

  3. Zoho Projects

    Project management platform built for increased productivity improved collaboration dynamic teams Plan your projects Track work efficiently Collaborate with global teams SIGN UP NOW WATCH VIDEO by PCMag "An outstanding service for project management, Zoho Projects packs more features than many others." See the big picture with Gantt charts

  4. Tutorials

    Zoho Projects is a project management software that helps you track and manage work. The in-built issue tracker module helps you resolve issues while keeping track of deadlines. Some highlighting features of Zoho Projects, Create a standalone task or group similar tasks into a task list.

  5. Create presentations in Show

    Create presentations in Show In Show, you can either create a new presentation using the Whitepaper theme or kickstart one using Show's built-in designs, such as Themes, Templates, and Slides. Create dynamic presentations using Show's Gallery options Watch on Pick a design from Themes when you want to create a professional-looking presentation.

  6. Frequently Asked Questions in Zoho Show

    Zoho Show is an online presentation tool that lets you create, edit, access, and deliver slides from anywhere. It offers a full-fledged presentation editor with standard features—text formatting, background themes, transitions and animations, inserting pictures from the web, and adding shapes, charts, tables, and media files.

  7. Zoho Show Pricing

    Create 100+ templates and slides, unlimited cloud storage, upload files up to 500 MB, media add-ons, animations, integrations, data fields, offline mode, mobile apps, file imports, unlimited file versioning, syncing across devices Share and collaborate

  8. How to present a slideshow in Zoho Show

    1. Click dropdown on the top bar and decide where you want to start the slideshow from: To start on the first slide, select From Beginning. To start from where you are, click the Play button. 2. Choose whether to run your slides manually or automatically. To run slides manually, click your mouse.

  9. Zoho Projects Tutorial [A 2024 Guide for Beginners]

    Key Takeaways: Zoho Projects Overview. Zoho Projects is a cloud-based project management software that helps you plan, track and collaborate on your projects.; It offers a variety of features such ...

  10. How to play and present Zoho Show slides on ...

    To present from your computer on a projector, 1. Connect the projector to your computer by inserting either VGA or a HDMI connector and plugging in the other end of the cable into the appropriate port on your computer. 2. Set your laptop display resolution to match with the projector's resolution.

  11. Zoho project presentation

    4. IMPORTANCE OF ZOHO PROJECT Zoho Projects is specially designed for businessmen to assist them in keeping the business more systematized and arranged and to keep them updated with the recent developments in their area of operation to help them in striking and establishing a better relationship with their clients. ADVANTAGE AND DISADVANTAGE OF ZOHO PROJECT Zoho has a more categorial display ...

  12. Broadcast your presentation to a remote audience on Zoho Show

    1. Click the Share button in the top right corner and select Broadcast from the menu. 2. Invite your participants either by sending an email or by sharing the broadcast URL link. To invite using email address: Click Invite Participants icon on the right panel, enter the email address of the participants inside the text box and click plus icon.

  13. Zoho Show

    Zoho Show is a presentation tool that comes with 100+ built-in templates for businesses to create presentations at ease. Design professional slides, collaborate with your team and deliver visually ...

  14. How to share a Zoho Show presentation internally

    Web App Share and Collaborate Share Presentations-Internally Collaborate on your presentations with your team. Share your presentation and set access privileges to control who can edit or add content to your presentations. Presentations can be shared with a larger audience or a specific collaborator.

  15. Compare Microsoft PowerPoint vs Zoho Show Presentation

    For collaborative presentations, Zoho Projects offers insightful tips, emphasizing the power of teamwork, leveraging diverse perspectives for enhanced variety, and the importance of practicing together. ... This versatility is commonly used in business and educational settings to create polished and professional presentations. Zoho Show Pricing ...

  16. Zoho Project Management Tool

    Zoho is an online management tool where we can manage our project by sharing with our team working process. That helps plan team work and keep track of progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time. 5.

  17. PPT

    All in all Zoho Project is an online project management software for managing and creating projects. It helps to plan project activity, assign work, and manage resources. Zoho Projects has a proven track record when it comes to improving the efficiency of businesses. It has provided significant benefits to the business in terms of project management and team collaboration. It comprises easy-to ...

  18. Zoho presentation

    Oct 5, 2010 • 13 likes • 23,572 views 1 of 8 Recommended 10 Reasons to Use Zoho guest5e332b Zoho Projects Partner Program Bharath Sriram Tcs ppt Aqsa Javed Sridhar Vembu - Founder And CEO, Zoho Corp. Narayan Vyas Swiggy Market Analysis Parvesh Mourya Oyo rooms ppt POORNA CHANDRA RAO POTLURI More Related Content What's hot (20) Firstcry

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    PPT - Zoho Projects PowerPoint Presentation, free download - ID:9704543 Presentation 1 / 9 Download Presentation >> Zoho Projects Jan 07, 2020 340 likes | 628 Views Zoho Projects. Team Project Tool . Zoho Projects is an online project management and collaboration tool Free Plan is available. Plans Available. Zoho Features All Plans.

  20. Zoho CRM Overview

    Zoho CRM Overview. Apr 13, 2020 •. 3 likes • 2,213 views. Francisco Riojas Founder & VP of Growth at Creator Scripts. Software. Zoho CRM details, new features, and what's next coming down the pipeline. 1 of 53.

  21. Zoho CRM Review 2024: Pricing, Features, Pros & Cons

    We explore the features, pros and cons of Zoho CRM, one of the leading customer relationship management software on the market. Zoho CRM's fast facts Overall score: 4.3 Pricing: Offers a free ...