Projects

Task Management

Work breakdown structure

Break your projects down into simpler work items, such as milestones, task lists, tasks and sub tasks to organize your work efficiently.

Issue management

List the issues or bugs in your projects, assign them to your team, and track these bugs closely to ensure they're fixed quickly.

Universal add

If you're in a hurry and want to quickly add a work item, use the universal add tab to add a user, a task, an issue, an event, or a document easily.

Different task views

The Classic view gives you a detailed task list with all the important task information, while the Plain view shows a simple list of tasks, and the Kanban board displays tasks as cards grouped in different columns based on task statuses.

Gantt chart

Plan your projects, track progress, visualize dependencies, reschedule tasks if the need arises, and complete your projects on time with Gantt charts.

Dependencies

Set up dependencies between related tasks according to the order in which they have to be completed.

Recurrence

Certain tasks have to repeated on a daily or weekly basis. Avoid the hassle of rescheduling those tasks every time by setting up recurring tasks instead.

Reminders

Set up task reminders so you don't miss out on anything important, even in the middle of a busy schedule.

Critical tasks

In order to deliver projects as scheduled, identify any critical paths in a project to make sure they aren't delayed and derail the entire project.

Project baseline

Create baselines for your project at regular intervals so you can compare your progress to your planned goals and make sure you don't deviate from the initial schedule.

Sprints

Integrate Projects with Zoho Sprints, our agile project management tool, to easily handle hybrid projects. Sync projects and tasks, log hours and users, create and view sprint boards, and get detailed sprint reports, all in Zoho Projects.

Portfolio dashboard

Get an overall view of projects, tasks, and issues in your portal. See how each project is progressing and get detailed reports on status, ownership, client, and budget health of projects.

Roll-up

Summarize the total planned work hours, total actual hours logged, and the aggregate completion percentage of tasks, based on all the tasks and subtasks in a given project.

Customizations

Layouts

Create custom layouts for your projects, tasks, and issues to perfectly fit your project requirements. Save and re-use your layouts for new projects or work items.

Custom fields

Add custom fields to your layouts to help capture the right information. These can include a line, picklist, multi-user, multi-select, date, number, email, phone, or URL field.

Custom views

Better prioritize your work by creating custom views for work items. View overdue tasks or high priority tasks in one click to plan your work efficiently.

Custom status

Add custom statuses for projects, tasks, or issues based on the team, nature of work, or industry so that everyone knows how a specific work item is progressing along.

Custom functions

Write your own code to automate processes and make work easier. Automate notifications, call webhooks, or trigger business rules to carry out any other function.

Templates

Save time by creating templates for projects, tasklists, or tasks. Use these templates for similar projects that follow the same set of work items to get work done faster.

Custom domain

Map your company domain to your Zoho Projects portal to access it from your domain name itself.

Tags

When you have hundreds of projects, it can be difficult to search for tasks by their name or number. Projects makes it easy to search when you add tags to work items, forum posts, or statuses.

Web Tab

Access your browser tabs by embedding a URL from a third-party application or create a web tab within Zoho Projects as needed.

Team Collaboration

Feeds

Get quick updates across all your projects through the interactive feed where you can easily post comments, tag team members, and add attachments.

Mentions

Mention users, roles, or teams via status updates, comments, chats, or forums to direct people's attention to a task or a discussion.

Chat

Collaborate better with the help of personal or group chat rooms. Easily converse, get quick feedback, or start a discussion.

Forums

Discuss ideas, post a topic, and save important information in a central space with the help of interactive forums.

Documents

Easily create, store, organize, and share project files with your team. Moreover, the version control system ensures everyone has access to the latest file version.

Email alias

Manage your projects directly from your inbox. Add notes or associate documents to tasks, post comments, or attach files to forums, file issues and more, all from your email platform.

Automation

Blueprint

Design workflows to automate task processes and make mundane work easier. Assign the right people to change the task status, automatically update task fields, and alert teams as task statuses change.

SLAs

Create an escalation procedure so any issues are promptly fixed. Define the criteria for an issue to be escalated and alert the necessary people.

Business rules

Build a set of rules to perform certain actions, such as changing the severity of an issue or assigning it to a user, and then define when these rules get triggered.

Webhooks

Configure your own HTTP URLs and associate them to specific business rules so you can automate notifications to third-party applications from Zoho Projects.

Notifications

Automate notifications to be sent out to the assignee, clients, or specific users when the status of an issue or task is modified.

Workflow Rules

Define rules to automate workflows for any work item in your project. This highly flexible and customizable feature helps you automate just about anything.

Time Management

Timers

Enable task timers as you begin working on tasks and end them whenever you complete your work so your task hours are automatically recorded as a new timesheet entry.

Timesheet

Log and track time spent on tasks and issues manually or through automatic timers. Admins can approve or reject employee timesheet entries, as well as use them for payroll and client billing.

Invoicing

Invoice time logs and record expenses for all your projects by integrating Zoho Projects with Zoho Books or Invoice. Our integration makes it easier than ever to generate estimates and send quotes to clients.

Budgeting

Plan and manage your project budget to improve cost management and reduce budget overruns. View planned vs. actual cost in real time with detailed budget status reports.

Calendar

View all your project activities in one place, easily schedule meetings and events, and see what you have planned for the coming week to stay on top of your schedule.

Charts and Reports

Task reports

View basic or advanced reports on all tasks in a project based on the status, completion percentage, owner, or priority. Projects also gives you global reports across projects.

Issue reports

Get deeper insights into the status of your bugs or issues with the help of basic and advanced issue reports.

Timesheet reports

Help your team be more productive: see how work hours are split across your team and what tasks take up the most time so you can delegate routine work accordingly.

Project dashboard

Your dashboard shows how your project is progressing with the help of multiple reports on the project budget, status of tasks and issues, overdue work items, and team status.

Budget forecasting

Forecast the total estimated cost for a project based on its current percentage completion, along with the planned and actual costs.

Planned vs. actual cost

Plan costs and avoid budget overruns. Projects helps you calculate the planned and actual cost of your projects based on the rate per hour for each project or specific user rates.

Earned Value Management

Compare planned vs actual values of schedule, cost and time to measure performance effectively and predict important project parameters.

User Administration

Profiles

Define access permissions for both portal users and client users based on their role in your company by creating custom profiles for them.

Roles

Define roles for users to identify their designation within the organization. You can @mention this role when adding a new status or a comment to a task or a feed update.

Client users

Add clients as users to your project so they can stay up to date on what's happening with tasks and issues and can see how work is progressing.

Resource management

Distribute work evenly among your team by reassigning work when a team member is overloaded or free. Moreover, view a user's work allocation while assigning tasks so you can divide work optimally.

Planned vs. actual hours

See how each user in your team is progressing with respect to their assigned tasks by tracking the difference between their planned and actual work hours.

Zoho Integrations

Sprints

Integrate with Zoho Sprints, our agile project management tool, to handle hybrid projects with ease. Sync projects and tasks, log hours and users, create and view sprint boards, and get sprint reports all in Zoho Projects.

Analytics

Get better insights into your project data with the help of our reporting and business intelligence tool. You can even create custom reports in addition to the 50+ ready-made reports and dashboards.

CRM

Sync your projects to Zoho CRM and work on them directly from your CRM dashboard. Whenever you create tasks, update task fields, or add comments to tasks in CRM, these will be reflected in Projects.

Desk

Handle your issues efficiently by integrating with Zoho Desk. Submit support tickets as issues to make sure any bugs are taken care of systematically.

Books and Invoice

Integrate with our accounting applications to efficiently manage your project budget, create invoices from time logs, and record your project expenses.

Cliq

Collaborate with your team easily through personal or group chats, add tasks or issues directly via chat, and get weekly team updates, as well as task and issue updates, in the mapped project chat channel.

Mail

Manage your projects directly from your inbox: view, add, and manage project tasks through Zoho Mail, and easily add emails as tasks or bugs in Projects.

Meeting

Avoid the hassle of arranging an in-person meeting and meet online instead. Start an instant meeting or schedule one to have an important discussion or simply catch up with your team.

People

Check if resources are available on a particular day before you assign tasks or issues to them. Employees can apply for a time-off and if approved, the leave information will be automatically available in Projects.

Flow

Integrate with Zoho Flow and connect Projects with 300+ cloud apps to make work flow more smoothly.

Integrations & Add-ons

Google Calendar

Sync your Google Calendar with Zoho Projects to track projects, milestones, and tasks easily from your preferred space.

Google Tasks

Create and sync tasks between Zoho Projects and Google Tasks and manage them from either application.

Google Spreadsheets

Create projects and tasks in Spreadsheets and add to Zoho Projects. Collaborate with your team easily, even when you work in Spreadsheets.

Google Drive

Access your Google Drive and Google Team Drive accounts and upload files simply as documents, or associate them with tasks or issues in Zoho Projects.

Google Apps Marketplace

Communicate and collaborate effectively with our Google Apps integration. This single sign-in system brings together a suite of Google apps essential for your business.

Microsoft Excel

Create and add tasks and bugs to Zoho Projects directly from your Excel spreadsheets. Collaborate with your team easily, even when you work in Excel.

OneDrive

Access your OneDrive account and upload files easily to Zoho Projects. You can save them as documents or associate them with tasks or issues.

Microsoft Outlook Calendar

Sync your Outlook Calendar with Zoho Projects and track your tasks or project events from your preferred space.

Microsoft Office 365

Import your Office 365 users to your Zoho Projects portal or to specific projects and start collaborating. You can also add tasks or events from Projects to your Office 365 account.

Microsoft Teams

Add the Zoho Projects tab to your Microsoft Teams account and start working on projects directly from the Teams workspace.

Dropbox

Add more context to your work by easily sharing important files and folders between Dropbox and Projects.

Box

With this integration you can add files from Box to a project or associate them with a task or an issue in Projects.

Github

Host your repositories, see source commits, make code changes, and then view all the changes made in Zoho Projects.

Gitea

Host your repositories, see source commits, make code changes, and then view all the changes made in Zoho Projects.

Gitlab

Host your repositories, see source commits, make code changes, and then view all the changes made in Zoho Projects.

Bitbucket

Host your repositories and commit codes in Bitbucket, and then view the changesets in Zoho Projects.

iCal

Sync iCal to Zoho Projects and view your tasks, issues, or events from your preferred space.

Slack

Make work easier: push your Projects updates to Slack feeds and group your project activities and conversations together in Slack.

Zapier

Integrate with Zapier and instantly connect Zoho Projects to 2000+ apps to automate your work and increase productivity.

Zendesk

Convert tickets into issues or tasks—or associate them with an existing task or issue—and track and prioritize them based on customer needs.

ServiceNow

Manage your requests or incidents as tasks or issues, and prioritize, track, and work on them as needed.

Google Chrome Extension

View all your projects and portals in one space and collaborate with others, add projects or tasks, view project notifications, and more.

Gmail

Manage your projects right from your Gmail inbox, and add emails as tasks or issues directly to your Zoho Projects account.

Imports

Microsoft Projects Import

Import projects easily from Microsoft Projects to your Zoho Projects portal, collaborate with your team, and start working right away.

JIRA Import

Import data from JIRA cloud to Zoho Projects easily, add users to your projects, and get ready to experience a better way to work.

Basecamp Import

Migrate from Basecamp to Zoho Projects with just a few clicks, and enjoy advanced task management, easier collaboration and better integrations.

Apps and Devices

Web

Work smoothly on your projects from the browser of your choice without interruptions. All you need is an internet connection.

Mobile

Easily work on the go with our iOS and Android applications. Manage your projects any time, anywhere.