Zoho Projects was developed for teams of all sizes, from the smallest firm with one to three employees working in a central office, all the way to large enterprises with hundreds of staffers spread out across the globe.
The solution is suitable for businesses in any industry. Although project management departments will get the most use out of Zoho Projects, the platform can actually be used by employees in a number of positions or roles within a company. For example, operations managers, sales executives, coordinators, and agents may all find unique ways to take advantage of Zoho Projects’ features and tools.Read the full GetApp Analysis
Always Free for 1 project, Starting at 20US$ / Month for 20 projects
Speed is everything in the project management world, as businesses look for ways to streamline operations and decrease the time it takes to complete important client tasks. Zoho Projects is a project management, collaboration, and bug tracking solution that provides users with a 360-degree view of projects as they’re happening in real-time.
Zoho Projects utilizes a Feed system for team collaboration. Group news feeds reduce the need for email and enable group members to track the progress of individual tasks. Zoho Projects also provides users with a number of advanced project management and collaboration features, including forums, Gantt charts, and group chat rooms.
Built to scale, Zoho Projects is utilized by small businesses, mid-size firms, and large enterprises in virtually every industry, from e-commerce retailers with fewer than five employees, all the way to large IT firms with hundreds of employees.
An integrated project management solution, Zoho Projects provides teams with planning and reporting capabilities, along with bug tracking and collaboration tools. The solution allows business users to post their current project statuses, track the time they spend working on specific client tasks, and effectively plan for upcoming events.
Zoho Projects benefits teams by cutting down on the back-and-forth emails that tend to clutter people’s inboxes. The solution also provides a centralized place for storing, managing, and sharing documents, including spreadsheets, reports, video clips, and graphics. Groups that utilize Gantt charts and time tracking tools will appreciate having these features integrated into their project management systems, as well.
When teams implement proper task management protocols and schedules, they increase the chances of being able to work continuously, without delay or interruption. One of the key project management features that Zoho Projects provides involves task lists, which users can create within any project.
Tasks are activities that should be accomplished within a specific period of time. (For example, finishing a presentation or coming up with a marketing strategy.) To add a task from the dashboard, click the “Add Task” button and enter the name of the task. You can make any task into a task list, and include associated files or attachments for your colleagues to view.
Zoho Projects provides users with tools for managing and sharing multiple types of documents, including .doc, .xls, .xlsx, .docx .pdf, .pps, .ppt, and other types of files. Files can be stored and managed in one place, and they can be associated with specific tasks. Hierarchical folders can also be used to store documents in a way that mirrors the structure of existing workflows.
To upload documents and track file versions, click the “Documents” tab and select the file you wish to upload. Add a brief description, along with any relevant tags, and select which folder the file should go into. Zoho Projects will send an automatic notification to selected users when your file has finished uploading, if you choose that option. These notices will go out regardless of whether those users have enabled notifications.
Project managers understand that tasks are not silos, and team members cannot always complete their assigned tasks until colleagues have finished working on their own. Setting task dependencies is one way to link related tasks. This feature automatically adjusts associated tasks when a “top task” is rescheduled or delayed. Users can set dependencies in the Gantt View, as well.
Sequence numbers help you decipher your task dependencies list, with numbers being allocated to tasks based on the start date. To change task values, click on any cell within a task, change the value, and click “Enter” to save your changes. If you alter the end date of a “parent task,” then the start date of all subsequent tasks will be altered, as well.
Gantt charts give team members a visual representation of the progress of tasks, task lists, and individual milestones within a project. The Gantt view now has two charts. The chronology chart shows you the tasks sequentially. The milestone chart lets the users view their milestones, the task lists those milestones contain, and all the related tasks.
Change a task's start or end date, or move an entire task, by dragging a bar to the appropriate space. You can also set task dependencies and filter Gantt charts based on your own criteria. As you manually update a task's completion level, the Gantt chart will update automatically, as well.
When back-and-forth emails get to be too much, Zoho Project users can move their discussions into private chat rooms. Built-in chat rooms provide large groups with a place to discuss important topics.
Set up a chat room to focus on a particular topic—for example, coming up with a marketing strategy—and invite colleagues to join in. There is no limit to the number of people who can join a Zoho Projects chat room. Because a project can have multiple types of people, including marketers, designers, and engineers, separate chat rooms can be created to discuss specific topics. Organizations always have the option to archive chat transcripts, as a way to save important discussions for future reference.
Project forums serve as a way for organizations with physically separated teams to bring employees together through the web. Within Zoho Project’s interactive forums, team members can post topics, discuss important ideas, and capture knowledge. Unlike chat rooms, forums do not necessarily function in real-time and users do not have to be online at the same time to use this feature.
Post a new topic in your company’s forum. When you start a new topic, Zoho Projects will notify any team members who may be interested. If words alone aren’t enough to get your message across, upload images or links to relevant websites, as well. Forums are organized into categories, and users can keep an eye on the specific topics that interest them most by using Zoho Projects’ “watch a topic” feature.
Zoho Projects integrates with a number of popular business applications, including Google Apps, Dropbox, GitHub, Zoho Reports, and Zoho Invoice. The Google Apps integration, in particular, enables users to sync tasks from their Gmail accounts and import files into Zoho Projects directly from Google Drive.
One of the most popular ways for users to integrate Zoho Projects into their existing workflows is by combining the solution with Zoho CRM. Zoho Projects can be integrated with a CRM account by associating the IDs of the portal owner. Contacts can also be imported from CRM into Projects once the two services have been integrated.
Zoho Projects is always free for small teams. Paid plans for larger groups start at $20 per month for the Express plan. Medium-size businesses that sign up for the Premium plan can expect to pay $35 per month, while large teams that sign up for the Enterprise plan can expect to pay $80 per month. Zoho Projects offers discounts of up to 35%-off with yearly plans.
Get a complete view of events as they occur in real-time.
Track the progress of individual tasks.
Give teams the freedom to collaborate on their own terms.
Manage documents in the cloud.
Plan for events and receive alerts when deadlines are missed.
Jason Hurley, Founder & Director - Ultimahub Business Solutions
Zohoprojects looks good at first however there are some small bugs. More importantly there are MAJOR issues once everything is set up. Unfortunately we had to leave zohoprojects for privacy reasons. Within the project management system as it is currently developed every user can see every comment and task for every other user in the project. We contacted zoho and there is no way of changing this. Our setup currently is we have employees, contractors, managers and clients. As far as zoho is concerned though all of the above make no difference as zohoprojects lets every user even the contractors see EVERY detail of every conversation and tasks between managers and clients. Eventhough there are priviledge roles to prevent users from editing other users tasks they can still view EVERYTHING. Every login or message left, every detail, task, invoice etc generated for every other user. Therefore two completely independent contractors for example could view absolutely everything that is going on with eachother. Absolutely ludicrous. This is certainly a fundamental and very basic requirement which any project manager would expect out of the box. Zohoprojects however seems not to care about it. We contacted them many times about this issue to find a workaround however there is none. We got a nice apology from India but unfortunately that is not enough. This lack of functionality can not be omitted. It is essential. All it needs is a tick box within each project titled "Tick for Assigned users to be able to view tasks and milestones only" In summary: If you are intending to use zohoprojects to manage one or more contractors and employees for your business then DON´T. You could do more damage to your business through this lack of privacy functionality than good if you do. As every project user can see EVERYTHING that everyone else is doing including any login or sensitive information that is posted. There is no way of making any message or task private. Also ALL client information can be viewed by EVERY user also. Zoho does have a solution to client information being visible to all the users which is to set up one project for clients and one for workers. Surely that negates the complete purpose of the system in the first place? All I can say is "It´s a shame". Unless they fix it soon they will certainly lose huge amounts of customers and revenue just the same as they have now lost ours.
Alan Dunagan, IT Support / Project Analyst at Continental Building Products
we attempted to use this as a project management tool when we were implementing a new ERP system but we quickly outgrew it. the biggest flaw is the way it handles tasks and milestones. it becomes one big list that's difficult to navigate and difficult for users to understand. even the system itself became clunky as we were constantly expanding and collapsing different sections trying to view the related tasks. we were also very limited in the reporting we could do. I think this tool would work well for small scale projects
Very good integration with google services makes life easy for google apps user like us to on board the service. Very reliable and easy to use and get others to use. One of the best features is real project management set up, with milestones and tasks associated with projects. There is also an iPhone app that must be enabled by the account admin before users can access projects on their iPhones (must be on a paid plan to use the app )
Currently being used as a tracker for projects at our Engineering Firm. It seems to provide the "works" that our engineers like, such as Gantt Charts, different task views, and detailed task management. However, we require some customization because we use their "Projects" tab to report our overall progress. I've asked them to help add certain features (one of which was to add a % completion bar on the page next to each project) which they DID do! I was impressed that they made an effort to customize. However, there are additional requests I have put in that are on the "to-do" list which could take time. For the price we pay and functionally, its a great investment. Their email support is usually very responsive and address my issues in a timely manner. Plus they have a freemium version which, hey, would never hurt to try.
The support is terrible. They have calls routed to India and no one EVER picks up and when they do its a US based company who can ONLY take messages. When you leave a message NO ONE calls back! They email you about it. If I wanted an email response I would have emailed you in the first place!
Below are some frequently asked questions for Zoho Projects.
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