Project administration
Managing a project can take careful planning and a lot of organization. Here's a list of features that will help you set Zoho Projects up in a way that your team and you can get the best out of it.
Templates
If you find yourself running projects that have a common structure, you can use templates to save yourself a lot of trouble. Just create a template with all the overlapping information and create similar projects quickly. You can also convert any existing projects into a template for future use.
Custom fields
If the default fields we provide aren't sufficient to record the details you need, you can create your own custom fields. Set up a date, number, phone, email, picklist, multi select, single or multi line field to capture the right information.
Clients users
Add your clients' companies and pick the projects that you are working on for them. Your clients can view any progress and information that you allow them access to.
Import and export
Import and export projects from spreadsheets or other project management systems. We have automation wizards for JIRA and Basecamp and a dedicated migration support system in place to help you every step of the way.
Portal settings
Edit your organization's profile, including the portal URL and owner. Information such as business hours, working days, billing status, and approvals can all be configured and reflected throughout the product.
