Getting Started Guide

Create project and add users in a portal

Zoho Projects offers a user friendly interface using which you can create projects in a matter of minutes. The portal owner, administrator and manager has the privilege of creating projects and assigning user roles.

Create a project

Personalize your Home tab by adding components and rearranging them.
Create Project | Edit / Delete Project

Add Project Users

A project user is the one who is invited to work on projects under an assigned user role.
Company Users | Project Users | Project Summary Report

Add Client Users

A client user is one for whom the project is done.
Client Company

 

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