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Project Management in Zoho Projects

Project Management in Zoho Projects

1h 4mBeginner2023-07-27

Authors

Jamie Champagne

Jamie Champagne

Business Analysis Professional, Speaker, and Trainer

Course details

If you’re responsible for managing the activities of a project—any project—Zoho Projects was designed just for you. It gives you the power to define, customize, track, and manage project activities with its easy-to-use, built-in core features. Join instructor Jamie Champagne to learn how to leverage Zoho Projects like a pro and create more effective and successful outcomes as a project manager.

Find out how to perform resource allocation, leverage resource utilization reporting, track and respond to risk and issue management problems, and use task management, automation, and project-specific templates to apply lessons learned for future project success. Along the way, Jamie shows you how to report and analyze current and projected project success using the reporting and dashboard views. By the end of this course, you’ll be ready to collaborate and connect your projects to take advantage of Zoho Projects’ many available integrations.

Skills covered

ProjectsZohoProject Management SkillsProject ManagementOne-Off

Concepts

0. Introduction

  • 01 - Zoho as a project management tool

1. Task Management

  • 02 - Identify your tasks in Zoho Projects
  • 03 - Track your Zoho tasks
  • 04 - Track milestones in Zoho Projects
  • 05 - Compare planned versus actuals in Zoho

2. Resource Management

  • 06 - Resource utilization in Zoho
  • 07 - Time tracking in Zoho

3. Issue Management

  • 08 - Track issues in Zoho Projects
  • 09 - Track risks in Zoho Projects
  • 10 - Customize your issue trackers in Zoho

4. Automation and Process Improvement

  • 11 - Task automation in Zoho
  • 12 - Automatic issue responses in Zoho
  • 13 - Templates in Zoho

5. Manage Your Projects

  • 14 - Project status in Zoho
  • 15 - Reporting in Zoho
  • 16 - Portfolios in Zoho

6. Connect Your Projects

  • 17 - Collaborate in Zoho Projects
  • 18 - Global search across projects
  • 19 - Zoho Project integrations

Conclusion

  • 20 - Use Zoho Projects for your project

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