Getting Started Guide

Create a Project for a Portal

Create a Project

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.

 

After logging into Zoho Projects you can find Projects link in the left panel. Click Projects and this will list latest active projects.
Here click New Project link  this opens a New Project form.

Home Tab
  1. Type your project name
  2. You can also choose a project from existing set of templates
  3. Add a descriptive project overview for your project (if required)
  4. Select a Project Owner for this project
  5. Click Add Project icon

This creates a New Project with a project overview

If you try to create a project from an existing project template a Shift Date option is shown. This shift date automatically shifts all your milestones, tasks, subtasks, forums and documents created to the specified date.

For Example: Task A in project template has a start date Jan 15 2011 when you shift it by 365 days then in the newly created project the date for this task gets shifted and set as Jan 15 2012.

Create a Project

Related Topics

Edit / Archive project

 

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