The Complete Guide to Zoho Project Management Software

What is Zoho Projects?

Zoho Projects, is a project management software application which allows you to plan your projects, track work efficiently, and collaborate with your team, wherever they are.

Key Features and why you should choose Zoho Projects as a project management software

  • Task management
  • Resources management
  • Time tracking and timesheet
  • Team collaboration
  • Sub contractors collaboration
  • Customers collaboration
  • Document management
  • Cash-flow management

How to Use Zoho Projects successfully

Understand the basics of project management

In our experience, starting with an understanding of the difference between milestones and tasks correctly, many issues can fall into place.

Understanding management reporting

The first type of report is a milestone report. This report is generated when a project reaches a certain point in its time line, and allows for managers to see how much progress has been made on the project so far. The second type of report is a task report. This report displays all of the tasks that have been completed on the project, as well as tasks that are still in progress. These two reports are very useful for managers because they allow them to see if there are any gaps in their projects, or if everything is running smoothly.

Project admin to support users

Project administration is an important part of the project management process. It can be used for a variety of purposes such as reporting, tracking progress, analysing the cost and benefits of a project, or just to help with day-to-day tasks. Zoho Projects makes project administration easy and simple to maintain.

Document management

Zoho Projects helps teams to manage their projects efficiently by managing tasks, milestones, and documents. The document management system in Zoho Projects is one of its best features because it helps you store all the files related to your project in one place.

Interacting with customers and external contractors

Zoho Projects enables controlled user access for all project stakeholder, including your staff and your clients. With Zoho Projects you can securely manage your projects while providing critical information for all your stakeholders.

Get to know key functionality

Lumen Business Solutions can help you get to grips with Zoho Projects project management software quickly and easily. Our expertise in both the Zoho suite of products and project management principles makes Lumen your best partner for project management software implementation.

4 Key Benefits of Zoho Projects

Cost effective

Ranging from a Free Plan to an integrated Zoho One suite, Zoho Projects is one of the most cost effective project management software solutions available today. 

Easy to learn and set up

In this era of remote working, the Zoho Projects cloud based software is simple to learn and deploy across your distributed teams.

Lumen CRM coaching

Zoho Projects integration capability is second-to-none. As part of the Zoho One suite, it natively integrates with Zoho Desk ticket management, Zoho Workdrive document management, Zoho CRM customer relationship management and many more solutions.

Zoho Projects also provides fantastic external integration capability, including fully functional APIs with accounting applications such as Xero and Microsoft Dynamics / Navision.

Cross Industry

Zoho Projects is an excellent solution for project management in many industries:

  • Construction  
  • Software Development
  • Education  
  • Real Estate  
  • Consulting Service  
  • Marketing  

What you need to know about the new features in Zoho Projects 8.0.1

Zoho Projects new features enhance team collaboration with Zoho Cliq and Zoho Meeting.

Conclusion and Next Steps for Successfully Using the Software

Understand project management methodologies before starting with Zoho Projects. Talk to Lumen about more information.

Get in touch...

We work with businesses of all sizes to solves a wide range of problems.  If you are wondering how we can help you use technology to help your business perform better, please get in touch with us.

Find Us at the Office

17 Cockburn Street, Grey Lynn, Auckland 1021, New Zealand