Getting Started Guide

Project Settings

We shall learn how to edit a project's information, organize tabs, and access Zoho Projects through your registered Email address.

 Project Details

  1. Click  in the upper right corner of the top band.
  2. Navigate Project Settings > Project DetailsHere, you can edit the project information for the all the projects in your company.
  3. Select Project.
  4. Click the Edit Project link.
  5. Modify the project's data wherever necessary.
  6. Click Update.
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Organize Tabs

Organize the project tabs based on your choice. You can drag and drop the tabs to reorder and save the new order. In addition, this feature is also extended for the client users.

  1. Click  in the upper right corner of the top band.
  2. Navigate Project Settings > Organize TabsHere, you can select a project and choose to show or hide specific modules in the selected project.
  3. Select Project to ensure for which project the tabs are going to be customized.
  4. In the Project Users section, you can configure the set of tabs that have to be hidden from the project users.
    • Switch off the unused tabs. 
    • Drag and drop (reorder) the most used tabs in the way you want them to be.
    • Save the new order.
  5. In the Client Users section, you can configure the set of tabs that you would like to share with the clients. This way, they can view the information only from the tabs that have been enabled for them. Save the new order as and when needed.
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  • When you switch off an enabled tab, it can't be accessed by anyone in the project
  • The default tabs in grey can neither be disabled nor be reordered
  • Only the Portal Owner can access this setting

 Related Topics

Latest Activites | Dashboard Updates | Feed Updates | Quick Add

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