About the course:

In this course, you will learn how to plan to-dos, manage them with your team members and clients, log hours in timesheets, and drive your project on the right track. You will also get an opportunity to interact with experts in Zoho Projects and learn some of the best practices to make your projects into a success story.

Who it is for?

This course is for all users who want to manage their project activities, from planning, to tracking progress, to completing the project successfully

Day One - 4 Hours

Module 1:

Introduction

  • Welcome to Zoho Projects
  • Benefits of Zoho Projects
  • Creating an account in Zoho Projects
Module 2:

Well planned is half done

  • Milestones
  • Task-lists
  • Tasks and subtasks
  • Types of view
  • Task operations
  • Task automation
  • Task settings
Module 3:

Don't lose track of the time

  • Different ways of recording hours
  • Types of views
  • Timesheet approval
  • Timesheet settings
Module 4:

Drive the project on the right track

  • Gantt charts
  • Resource utilisation
  • Planned vs. actual
  • Task reports

Day Two - 4 Hours

Module 5:

Squash the bugs

  • Filing the bugs in the system
  • Web-to-bug form
  • Business rules
  • SLA (Service Level Agreement)
  • Custom functions
  • Webhooks and link bugs
Module 6:

Stay on top of what's happening

  • Managing your documents
  • Collaborating with team members
  • Forums
  • Feeds
  • Discussions
  • Pages
Module 7:

Behind the scenes

  • Personal preferences
  • Portal configuration
  • Customization
  • Data administration
  • Managing users
  • Profiles and roles
  • Managing teams
Module 8:

Marketplace & Zia

Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.

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