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.
  • 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 Personal Preferences section.
User Profile | Notifications

Portal Configuration

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

Task Automation

Automate tasks and configure email alerts and email templates in the Portal Configuration section.
Blueprint | Email Alerts & Templates

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 Analytics | Zoho Sprints | Zoho Invoice | Zoho CRM | Zoho Desk | Zoho Mail | Zoho People | Zoho Cliq | 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 | Gitlab | Gitea | Crashlytics | Microsoft Office 365 | Microsoft Teams | API Access | Zendesk | ServiceNow

Build Extensions for Zoho Projects

Create extensions, integrate with third-party services, and increase your productivity using Zoho Projects.
Extensions User Guide | Extensions Developer Guide | Zoho Notebook | Google Drive | GoToMeeting | DocuSign | Zendesk | Checklist

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 | Teams | User Details

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