Zoho Projects guide

Zoho Projects brings structure to your project management: tasks, schedules, timesheets, budgets and team collaboration. Everyone knows what to do and by when, and management sees progress without chasing status updates.

Getting started

1. Create your portal and invite your team members with the right roles.
2. Create your first project and break it down into phases (milestones).
3. Add task lists and tasks with owners and due dates.
4. Turn on timesheets if you bill by the hour or track profitability.
5. Set up the Gantt chart to visualize dependencies between tasks.

Key features

• Gantt charts and Kanban views.
• Billable and non-billable timesheets.
• Budget and cost tracking by project.
• Reusable project templates.
• Integration with Books (invoicing) and CRM (client projects).

Tips from our specialists

• Create a standard project template: you’ll save hours with every new engagement.
• Limit the number of task levels — too much nesting kills clarity.
• Timesheets filled in day by day are reliable; the ones done on Friday night rarely are.

Official resources

Zoho’s official documentation is available in English. Our team supports you in French and English for all of these apps.

• Zoho Projects knowledge base
• Zoho Projects release notes — what’s new and improved

Need a hand? Nuagix, a Zoho Premium Partner in Quebec, implements, optimizes and supports Zoho Projects in French and English. Discover our Zoho optimization service, explore our training or book a Zoom meeting.