Project management: tasks, Gantt charts and timesheets. This free 33-page manual by Nuagix combines a user guide and an administrator guide for Zoho Projects, a deployment checklist and an English-French glossary of interface terms.
What's inside
The first chapters are for users; the following ones are for account administrators.
- 1. Introduction and access
- 2. Interface and navigation
- 3. Portals, projects and templates
- 4. Phases, milestones and task lists
- 5. Tasks, subtasks and dependencies
- 6. Gantt, Kanban and other views
- 7. Timesheets
- 8. Issues
- 9. Documents, forums and collaboration
- 10. Zia, the AI assistant
- 11. Reports and dashboards
- 12. Mobile app
- 13. Best practices
- 14. Users, profiles and roles
- 15. Client users and external sharing
- 16. Portal settings
- 17. Customization
- 18. Blueprint and automations
- 19. Budget and profitability
- 20. Integrations
- 21. Security and compliance
- 22. Editions and licenses
- 23. Deployment checklist
- A. English-French glossary
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Need help implementing or optimizing Zoho Projects?
Nuagix is a Quebec-based company founded in 2011 and a Zoho Premium Partner since 2019, with more than 350 implementations and more than 250 optimizations of existing clients. Nuagix received the Sales Achievement award at the Zoho Partner Awards 2024.
- Zoho Projects implementation and configuration tailored to your processes
- Optimization of an existing Zoho account and automations
- AI agents (Zia) and integrations
- Training for your users and administrators
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