Settings

Settings in Zoho Projects

Personalize your projects the way you like it, to match your corporate style. With Zoho Projects, you can update titles, change layouts, add colors and bring out a nice look and feel for your portal. Setup search lets you search for the setting you need.

Click to learn more about access privileges for various settings inside Zoho Projects.

Benefits of Project Settings

  • Customize your project and select a color scheme to match your corporate style.
  • Select and view your project pages in your favorite language.
  • Localize the project by selecting the residing time zone as per your requirement.
  • Personalize your project profile with your personal details.
  • Upload your favorite picture so the project team can see them at work.
  • Take a backup of your crucial project data and export in your personal desktop.

Personal Preferences

Set up your profile, theme, portal background, and manage notifications in the User Preferences section.
User Profile | Notifications

Portal Configuration

Set up your company profile, customize tabs, and templates in the Portal Settings section.
Portal Configuration | Project Custom Fields Settings | Task Templates | Project Templates | Task Layouts and Custom Fields | Gamescope | Delete Portal

Project Settings

Configure your project information, customize the tabs, and manage the project Email aliases to access Zoho Projects through your personal Email addresses in the Project Settings section.
Project Details | Organize Tabs | Email Alias

Zoho Apps Integration

Integrate Zoho Projects with the other Zoho services like Zoho Reports, Zoho Invoice, Zoho CRM, and Zoho Desk in the Zoho Apps integration section.
Zoho Reports | Zoho Invoice | Zoho CRM | Zoho Desk | Zoho Mail | Zoho People | Zoho Meeting | Developer Space - ZSC Key

Other Apps Integration

Integrate Zoho Projects with the third-party services like Dropbox, Slack, Zapier, Google Drive, BitBucket, GitHub, and Crashlytics in the Other Apps integration section.
Dropbox | Slack | Zapier | Google Drive | Google Apps | GitHub | Bitbucket | Crashlytics | Microsoft Office 365 | Microsoft Teams | API Access

Data Administration

Import and manage your data from Basecamp, JIRA, and Microsoft Projects to Zoho Projects in the Data Administration section.
Import from Basecamp | Import from JIRA | Other File Import | Data Backup | Audit Log

Manage Users

Manage portal and client users and set access privileges from this section.

 

Portal Users | Client Users | Profiles and Roles

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Write to us: support@zohoprojects.com