Launching Document Management for Zoho Projects powered by Zoho Docs

The Documents module in Zoho Projects just got a big boost. You can now create rich documents, spreadsheets and presentations right here and work on them collaboratively with your team. This update powered by Zoho Docs lets you do a lot more and here are some of the benefits.

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Bring your team closer together

Here is a trend we see more and more when it comes to projects that are creative in nature: the best work gets done not through individual efforts, but by a group of people, collaboratively refining, reimagining and reinventing ideas. All the apps in the Docs suite come with several features that let such collaboration happen naturally. First and foremost, all these documents can be co-created; i.e. more than one person can work on them at the same time. You can chat with all the collaborators as you go, right within the document window. Getting feedback is easy; each letter in your text documents and each cell in your spreadsheets can be commented on. An inbuilt versioning system lets you view the changes a document has gone through, and if needed revert to an older version.

Stay Organized

You can create multilevel folders and sub-folders and add tags to keep your files classified. View reports on your documents such as revision history and share details. The access stats let you know if the people whom you have shared a document with have actually viewed it and this can be particularly useful when clients are involved. You can mark certain files as favorite to get back to them quickly. Some more ideas to better organize your files are here

Keep your team clued in… and everyone else tuned out

When you create or upload a project document, it is automatically shared to all in the project. This means your project members, and no one outside, would have access to it. This is an easy way to keep external stakeholders, like consultants and clients updated on your progress. As it is stored in the Zoho Cloud, everyone can quickly and easily view the latest version without compromising on confidentiality or security.

Create compelling documents without leaving Projects

This update provides you a comprehensive suite of online document creation tools. Zoho Writer lets you create text documents, richly format them and add further appeal with images, tables and links. Zoho Sheet is our online spreadsheet application that organizes your data and assists you with the calculations involved in your projects. Create engaging presentations, be it a demo to your own team or for a wider audience, using Zoho Show. With this release, every user in every project has access to these powerful apps right from within Zoho Projects.

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Sync with what’s happening outside

Sharing an external file with your team is just a single step process. Just upload files from your computer, or sync with a cloud service such as Google Drive or Dropbox. Exporting is a straightforward task too; a couple of clicks is all it takes to download a file to your computer. Each app in the suite, supports all major formats in its domain including pdf, docx, pptx, xlsx, epub, html, rtf, txt, csv and odt.

Here is an elaborate list of additional features. We are confident that this upgraded documents module will open up new and better ways of getting organized and working together. Do try it out and give us your feedback.

PS: We are migrating more than 2.5 million documents within Zoho Projects to the new version in batches. If you can’t yet see the new features in your portal and you can’t wait to check them out, let us know and we will give you access immediately!

79 Replies to “Launching Document Management for Zoho Projects powered by Zoho Docs”

  1. I see older examples of being able to upload files from Zoho Docs to Zoho projects, but cannot see any way to do that in the latest version of Zoho Projects. Being able to link/synch between Zoho Projects and Zoho Docs would be ideal, not just linking/synching between Dropbox and uploading from Google Drive.

    1. Hi Scott!
      We are in the process of revamping Zoho Docs to make it a lot more collaboration friendly. These issues will get resolved when this version comes out.

      1. I concur with Scott. This is now overdue and should have been accomplished prior to integrating Zoho Projects with any third party Docs tools or cloud storage services.

        Thanks

  2. Hello Prasaana

    Can you please activate the Zoho Docs integration with Zoho Projects for us as well.

    Thank you

    1. Chad – Access for the new Document Management powered by Zoho Docs would be activated for your account. I shall keep you informed.

      Thanks,
      Prasanna

    2. Chad – The access for the new document management system has been activated. Please try the features that are part of the new system and share your feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

    1. Stephanie – It’s good to know that you like to try the new Zoho Docs integration. I’ve informed our engineer to complete the migration for your portal. I shall keep you informed.

    2. Stephanie – The new Zoho Docs integration has been activated for your Zoho Projects account. Please check and share your feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

    1. Kenneth – The new Document Management features would be activated for your portal as soon as possible. Stay tuned!

    2. Ken – You can start using the new document management features in your Zoho Projects portal. Do not forget to share your feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

  3. User permissions is a much needed feature. I need to be able to control which users can view and edit particular documents!

    1. Jesse – I acknowledge that ‘user permission’ is a needed feature.

      Unfortunately, user permission is not supported in Zoho Projects. I regret to disappoint you on this front.

      Thanks,
      Prasanna

    1. Sure, Cynthia. I’ve informed our engineer to give access for the upgraded document management system. I shall keep you informed.

      Thanks,
      Prasanna

    2. Cynthia – You would be able to access the updated document management system. Give it a try and share your feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

  4. I am a current user of Zoho Projects. Can you enable access to Zoho Docs within my Projects App?

    Thanks,
    -Payson

    1. Payson – You would be able to access Zoho Docs integration features in your Zoho Projects account. Please try and share your feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

  5. I would greatly appreciate having this new doc integration feature for our Zoho Projects portal, thanks in advance!

    1. Kyle – I’m happy that you would like to use the new docs integration. I’ll inform you as soon as the migration is done for your account.

      Thanks,
      Prasanna

    2. Kyle – The new docs integration is activated for your portal. Do share your feedback on the same to support at zohoprojects dot com.

      Thanks,
      Prasanna

    1. Roksan – I’ve informed our engineer to activate this feature for your account. I shall keep you informed.

      Thanks,
      Prasanna

    2. Roksan – Your portal has been activated with new Docs integration. Explore it and share your feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

    1. That’s wonderful, Sherry. Your account would be migrated to the new version as soon as possible. Stay tuned!

      Thanks,
      Prasanna

    2. Sherry – You would now be able to access the new docs integration. You can share your feedback at support at zohoprojects dot com.

      Thanks,
      Prasanna

  6. This is exactly the feature for which I have been waiting. I can really, really used subfolder! Please upgrade me as quickly as possible.
    My thanks,
    Richard

    1. Worth the wait, Richard. I’ve informed our engineer to upgrade your account to the new version ASAP.

      Thanks,
      Prasanna

    2. Richard – the updated document management powered by Zoho Docs has been activated for your portal. Try the new version and share your feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

  7. My manager and I were discussing the need of this days ago. We would love to have this already. I hope we get it soon.

    1. Stewart – It’s great to hear! Your account would be activated with this new feature soon.

      Thanks,
      Prasanna

    2. Stewart – Your Zoho Projects portal is activated with the updated document management system. Please explore and share your feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

    1. Kurt – Our engineer is working on migrating the new document management system for all the accounts. I have asked our engineer to ensure that your account is migrated ASAP. I shall keep you informed.

      Thanks,
      Prasanna

    2. Kurt – the new document management feature has been activated for your account. Please explore and share your feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

    1. Definitely, Jesse. I will update you as soon as the new feature is enabled for your account.

      Thanks,
      Prasanna

    2. Jesse – Your portal has been activated with the new feature. Explore the docs integration and share your feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

    1. That’s wonderful Dan! A long list of accounts are being migrated to the new document management. I shall ensure that your account is migrated with priority. Stay tuned!

      Thanks,
      Prasanna

    2. Dan – The new docs integration has been activated for your account. You and your team would be able to explore the features in this integration. Do share the feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

    1. Without a doubt, Fredric. I shall inform you as soon as the new docs integration is activated for your account.

      Thanks,
      Prasanna

    2. Fredric – The new docs integration has been activated. Please explore and send your feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

    1. Sure, Bernard. I shall keep you informed once the migration is completed for your Zoho Projects account.

      Thanks,
      Prasanna

    2. Bernard – The new docs integration is activated for your account. Please check and share your feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

    1. Jakov – thanks for your interest in trying out the new document management powered by Zoho Docs. Our engineer is working on the migration for your Zoho Projects. I shall keep you informed.

      Thanks,
      Prasanna

    2. Jakov – New document management feature has been activated for your account. Please try and share your feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

    1. Jason – it’s good to know that you like to make use of the new document management system. Migration for your Zoho Projects account is underway, I shall keep you informed.

      Thanks,
      Prasanna

    2. Jason – New docs integration has been activated for your account. Please explore and share your feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

  8. sounds great please give us access because the updating module is not helping me at the moment with the existing versioning system

    1. Dina – I’m sorry that the current versioning system isn’t helping you. Activating the new document management system for your account is in-progress, I shall keep you updated.

      Thanks,
      Prasanna

    2. Dina – You would be able to make use of the updated document management system in your Zoho Projects account. Please check and share your feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

  9. Please update my account to the new “Document Management for Zoho Projects powered by Zoho Docs” – ASAP! 🙂

    I specifically wanted this integration. Thanks!!

    1. Celenie – The new document management system has been activated for your Zoho Projects account. Do give it a try and share your feedback to support at zohoprojects dot com – our team would love to hear it from you.

      Thanks,
      Prasanna

  10. Inspiring designs. Thanks for posting and for the images. trends and technology in the Project Management space.

    1. Anatoliy – We will definitely turn on the new document management system for your PM portal and keep you informed.

      Thanks,
      Prasanna

    2. Anatoliy – The new docs integration has been turned-on for your PM portal. Please try and share your feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

    1. Sabrina – You can start accessing the new Zoho Docs feature in Zoho Projects. Share your feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

  11. HI there,
    Could you please activate these new features in our Zoho BugTracker Portals please, as this is something we are keen to look at.
    Thanks
    Nadeem

    1. Nadeem – These new features have been activated in the BugTracker portal you own. Please check them and feel free to send your feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

  12. Dont hide Menues… ever.. It just curshes the usibility. If i Upload a File in a Task and want to edit it online. Why is the Button invisible until i hover over the inivsible Button? That makes no Sense also the inivisible Scrollbar everywhere in the whole Zoho System. There also the hovering visibility doesnt work right. So if you see a Tasklist of 30 Tasks and you go inside you see 10 and you dont have scrollbar even with hovering to the side of the sceen because it only popes up if you are exactly over the grabable Button and even if you are if you havent focused the Tasklist “popup Window” it does not appear even then.

  13. You should put an introduction Video to this page here.
    I wanted to try your new System cause we talked here this day in our company about the problem how to fix to work together on one Document at the same time in Zoho. But even after your release i can not see how it works. If i press a letter in the current Document at my PC i want my teammate to see this letter instandly at his screen like in Matchware Shared Workspace solution. Is that possible to do now with Zoho Docs?
    (I think you really should cooperate with Matchware in relation to theyr MindView System this kind of realy useful tool is missing in your Zoho Tool Portfolio).

  14. please allow for immeiate access to new doc integration, we are a partner so would love to have access to this asap

    1. Aniel – Access for the new doc integration would be provided to you soon. I shall keep you informed.

      Thanks,
      Prasanna

    2. Aniel – The new docs integration has been activated for your account. Please explore and send your feedback to support at zohoprojects dot com.

      Thanks,
      Prasanna

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