Just In : Project groups and enhancements in templates

Imagine this: You’re working in a ERP based company that has projects running across departments like finance, invoices, and accounts. Now there needs to be a way to categorize these projects as separate groups i,e  put all accounts related projects under Accounts group to efficiently manage projects. With this latest update we’re providing this missing bit of functionality : the Project Groups

Starting today you can create projects and categorize them under a single group in Zoho Projects. But it doesn’t stop there, you also edit, delete and reorder project groups. By default projects that are not grouped are listed as Active Projects.

Here’s a snapshot of Project Groups in Zoho Projects


Start dates in project templates
Feedback comes in waves from customers. Project start date option for templates is one of them. With this latest update, you can instantly set project start dates while creating a new project from an existing template. Furthermore, you can specify start dates in days/weeks/months for the tasks.

Learn more about this enhancement at Project Templates

project-templateWe’ve put together a user guide which helps you to get started with Project Groups

A quick note : The project groups feature is available across all paid plans for Portal Owners and Administrators of Zoho Projects.

Give it a try at http://www.zoho.com/projects/ and let us know your views as comments.


9 Replies to Just In : Project groups and enhancements in templates

  1. In projects page (the one with the grouping), there are two views, "projects" and "projects by client". Is there anyway when you are in the "projects" view for a column that lists the client?

  2. Hi Mikkel Schmidt,Thank you for trying out the latest changes made in Project TemplatesWe understood your requirement and this a nice suggestion to implement in Zoho
    Projects too :DOur engineering team will analyze and if feasible we'll accommodate your
    request in one of our future updates.With Regards,

  3. @jesset55:disqus This already exists as part of Project Templates. You can very well create a task without assigning users as part of the template and can later create a project and assign users based on your needs. Try this out and let us know how it works.. :D

  4. @srivatsavbalen:disqus Thanks for the compliments. Feel free to play around to Zoho Projects and send us your feedback anytime we'll be happy to assist you.

  5. i think this is fantastic. My # 1 beef about ZOHO is that there's no "UNDO" button. There doesn't seem to be any way to go back if you've done something in error. Am I wrong?

  6. Cool.. About time..I am used to Basecamp, and i see some basic things in ZoHo missing.Example; If i make a project template, and now i create a new project, using this template.One of the milestones, has to have a longer period than the template has, then i have to manually move all other milestones in the calendar also.Basecamp you can change the end date of a milestone, and before clicking "Update" you can choose if basecamp should move all future milestones also, and you can also choose if it should keep the future milestones out of weekends (Saturdays and Sundays) when moving them.That is smart and time saving and a pretty basic thing in a project management system.After being used to have this function, it is very hard to live with out.Is it possible that we can see this feature in the future ?

  7. Let's make it so that you don't have to assign an owner to a task within project templates (since some tasks will have a different owner depending on the project).

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