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Zoho Projects Implementation Support and Guidance

Get A Zoho Projects Setup To Ship Your Projects Faster And More Seamlessly

Once you’ve gotten to the point of looking for project management software, chances are it’s a cry for help. You are most likely overwhelmed, yet have a couple of projects under your belt. The thing is, you’re not the only one in this situation. In fact, in a survey by RPGM, nearly 1 in 5 Project Managers have considered calling it quits. This is no thanks to the hectic nature of the job. Managing a project involves different complex pieces that you have to juggle together like a professional magician. Sometimes, you have to do this juggling while walking the tightrope in the form of lean resources or short time.

Project management software tools are designed to tackle these issues. True to this, 77% of high-performing project managers say they use project management software to deliver their sterling results. Unfortunately, these pieces of code that are supposed to make life easier are not just built the same. If the project management software tool isn’t costly, then it’s either too complex to use, or has too many third-party add-ons that cost money. So, it’s not enough to get a project management software tool. You need to get the one that does the job and Zoho Projects delivers beyond expectations.

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What is Zoho Projects?

Most project management software tools introduce a new problem in a bid to solve their target users’ existing problems. It’s either you have to get another tool to complement them to deliver on the basics or they are simply a waste of money. For Zoho Projects, it’s a whole different story. Zoho Projects is a cloud-based project management tool that helps you at each point of the way of your project management journey. This starts with planning the project, to implementing your plans, to tracking the progress of the project, to collaborating with your team.
Regardless of whether you are a project manager, a student, an executive of an enterprise, or a regular individual that wants to keep track of events, Zoho Projects has something that will suit your expectations. This is because it’s a platform built with simplicity and ease of use in mind. It does this without compromising on the diversity of features that users can choose from. This is why it’s considered the best project management software out there.

Features and Functions of Zoho Projects

The goal of Zoho Projects is to ensure you have no box unchecked when it comes to all features you need to efficiently manage projects. These features range from the very basics such as visually appealing features that help you keep tasks on top of mind, to more advanced ones that enable you to implement complex tasks such as designing workflows. All of these are presented to you within an interface that is not cluttered but spreads all the tools you need in a neat and orderly structure. Here are those features that set Zoho Projects apart.

Task Management

When it comes down to handling tasks properly, it’s good to always have in mind that the nature of each task is what’s going to determine how it should be handled. Zoho Projects has put this into consideration so it provides you with a framework that allows you to manage each task according to its peculiarity. Be it milestones, recurring tasks, or urgent tasks, you can easily organize them on this platform in a way that you can quickly locate them.

For tasks that are related, you can set up dependencies to see how your tasks overlap. There are Gantt charts on this platform to help you visualize these relationships as well as the progress of your project. You can also choose the perspective you want to view your tasks from. Options available on Zoho Projects include the classic view, the Kanban board, and the plain view. These offer different ways to visualize and sort your tasks.

It is also helpful to foresee some hiccups in your project and put mechanisms in place to address these issues. Features that help with issue management also abound on Zoho Projects. Ways you can go about it include including the issue, assigning it to someone, and monitoring the process all in your dashboard. Another perk is that you can decide to automate the process.

Customization

Speaking of customization, Zoho Projects does more than provide tools. It empowers you with the right resources to manage your projects and this includes giving you the free reins to determine how you want projects to be done. With the freedom to customize a range of features, you stay in control and you can stick with what works for you.

The range of flexibility you can explore starts with the way you view your tasks. You can change the layout of the dashboard, or add custom fields to help you capture all the required information relevant to each project. You can also add fields for emails, URLs, picklists, and many more.

Furthermore, you can modify the status of projects that either reflect the uniqueness of your business or the peculiarity of your project. This way, you’re not forced to stick to the default that might be different from the reality of your projects.

If you’ll need to reuse some of these custom functionalities in the future, you can make them templates that you can always revisit when you have projects with similar requirements.

Automation

The ideal requirement to manually manage a project will be for you to have a minimum of 4 hands. This is due to the number of things that are usually happening at the same time. Most of these things are often like hungry toddlers, begging for your attention. It will be overkill to manage these things without automation; Zoho Projects can rescue you with its amazing automation features.

The first category of tasks you want to ship off is the one with routine tasks that take the same form every time. You can develop a workflow for these tasks by setting the criteria of assigning them to members of your team, making it possible for the member assigned to change the status of the task. You can also add mechanisms in place that will send notifications to the concerned team member when there is a new development on a particular task.

This feature can also take away the hassle that comes with micromanaging your project and the people involved. For example, when it comes to Service Level Agreement, implementing it to the letter can be difficult, as it involves a lot of mental running around. However, Zoho Projects can help you do the running around when you set rules and triggers for how you want issues that are not resolved to be escalated.

Team Collaboration

Coordination is an essential element that you need to sail the trying waters of project management. To build team spirit, you need to bring conversations and synergy into your project. To help you facilitate this, Zoho Projects has diverse channels for collaboration.

You can do this by using the feeds on the platform to communicate important issues, tag team members concerned, and also include attachments. This is a great way for team members working on the same project to communicate.

There are also forums to start a discourse about relevant topics in order to brainstorm or share ideas. For more personal conversations, you can initiate a chat with your team members, and in the case where you’ll be communicating the same thing to a number of them, you can use the group chat feature.

Documents are more or less one of the currencies in project management. They exchange hands and they get converted into other formats in the course of the project. Zoho Projects enables you to create and share documents with your team. You can also organize them in a way that makes them easier for you to find, while helping you keep track of the different versions of documents.

Time Management

Another crucial currency that needs to be managed efficiently during projects is time. You’ll need to know how it’s being spent on projects and the necessary actions that need to be taken.

You can choose to use the timer to track the time spent on tasks and get them automatically recorded as timesheets. For checks and regulations, admins can accept or reject timesheets recorded so there is order in your team. Admins can also access a global timer that shows all the time being spent on tasks. They can exert control over these timers by pausing or starting them.

Information that you have gathered about time usage can be considered for financial decisions such as determining how much you should bill your clients or how much you need to pay your employees.

In addition to these, Zoho Projects shows you your schedule of tasks that help you mentally prepare for upcoming tasks. This way, you are not caught unaware of upcoming activities.

Charts and Reports

Reports and charts provide you with a reality check on how well you have been fairing with project management. The interesting thing about Zoho Projects is that reports are not limited to tasks alone. You also get to see how the people on your team are performing. With diverse options to explore, you can choose between the basics to the advanced to help you visualize the status of your project, make meaningful and informed decisions, and communicate them to stakeholders.
For instance, using the resource utilization chart, you gain insights into how much your employees are taking on. This will help you redistribute tasks by reducing the tasks assigned to overworked employees and increasing the tasks assigned to those that are doing less than they are capable of. With this, you maintain a healthy environment for work amidst your team.
Charts and reports can also help you make forecasts and draw comparisons between the projected and the actual results. Variance reports help you do this and you can see how you can compare in terms of timelines as well as budget allocated.

User Administration

There are few roles that put your leadership skills to the test as much as project management does. Unlike programming or designing wjere you only need to compel the codes or shapes to your will, managing humans requires a different skill set. When it comes to coordinating different people with different ideals and philosophies, clearly defining roles and boundaries will go a long way in preventing confusion and conflicts.

Zoho Projects makes this easy for you by providing guardrails to define the roles and the profiles of different parties that are involved in the project. For instance, you can set up different profiles for clients and users. Each profile comes with a different level of control and access that helps you put their activities in check while still giving them some level of freedom to control a number of things from their end.

For client profiles, this will allow them to get access to how the project is progressing, the milestones, task lists, issues as well as documents, thereby providing instant feedback when they need it without having to expose them to what is going on in the backend. For the User profile, you get to determine the number of internal activities they can access. You can create new profiles, clone default profiles, and edit them to suit the requirement of the role you want to assign.

Integrations and Add-ons

Despite giving you a very robust space to manage your projects, Zoho Projects still gives you the chance to incorporate your preferred third-party apps. This ensures you get to work with no limitations. By allowing you to integrate with a wide range of productivity and workplace platforms, you can get all the benefits of Zoho Project without having to miss out on the opportunities that other software has to offer.

When it comes to keeping schedules, for instance, you can decide to sync your Google Agenda with your Zoho Projects account. This allows you to put both tools to complementary use. In a couple of steps, you can import your activities on Zoho Project into your Google Agenda to receive timely reminders.

What other platforms have you developed a preference for? Whether your deliverables are documents or codes, you can ship them to the right platform with ease.

You can also collaborate on platforms such as Google Sheets and and whatever you add there will reflect in Zoho Projects. This level of interoperability gives you holistic access to your projects.

Why Should You Choose Zoho Projects For Your Business?

There is a lot that your business can gain from using Zoho Projects. Aside from the rich and diverse list of features that Zoho Projects gives you, there are additional characteristics that make it a favorite among both professionals and individuals as their go-to project management software. Here are some of them.

Be Globally Positioned

Project management requires bringing different talents together. If the best candidate for the task isn’t a native speaker of English, there are options to accommodate them if they speak other major languages such as Chinese, Russian, Spanish, French, or any of the other 11 international languages Zoho Projects supports. If you also happen to be a non-native speaker of English, this will be of great help.

Integration with other Zoho Apps

When you get Zoho Projects, you get the chance to also tap seamlessly into the capabilities of the other apps in the Zoho suite. This gives you access to advanced specialized features that give your business a great boost. You can connect them in a rich ecosystem of power tools that drives your business to success.

Customer Support

Apart from the awesome customer experience, Zoho Projects adds superb customer support to the package. This will prove valuable when you have issues with your software. Having the impression that a team is readily available to tend to your questions will ensure you are not stuck.

Mobile Apps

It will be a shame to have such fascinating features on Zoho Projects but you have to wait till when you have access to your PC before you can put them to good use. Considering how agile businesses are expected to be in the present day to stand a chance against the competition, having mobile and remote access to how things are developing on your projects will go a long. With mobile iOS and Android Zoho Projects apps, you can take your toolkit with you anywhere you go.

What Are The Competitors of Zoho Projects?

There are a number of competitors of Zoho Projects.. Some of them include Asana, Trello, Microsoft Project, Jira, Basecamp, and ClickUp among others.

Zoho Projects however sets itself above the competition by packing the most feature of any of these platforms. This is why it is awarded Expert’s Choice by Software Suggest and recognized as a leading software in the project management industry.

Unlike other project management software tools, Zoho Projects allows for an unlimited number of users and has in-app features like Wiki Pages, Video Conferencing, Forums, and Version Control, which you can rarely find in any of the competitor apps.

Why Choose QuakeCinch for Your Zoho Projects Implementation and Support?

There are many Zoho partner agencies out there, and some will make unrealistic promises to you. As you browse the pages of some of these partners, you’d be able to tell that they’re more concerned about how many clients they can bring in than how well they can set up their clients for success.

QuakeCinch is different, and here are the things that stand us out from others:

Customer-focused services​

Our mission at QuakeCinch is to understand your business goals and create an ecosystem that allows you to pursue those goals effectively and generate the desired results for your business.

Expertise laced with experience​

We have both the expertise and experience to help you create what works, having worked with hundreds of small- and medium-sized businesses. At QuakeCinch, our services are not limited to helping you utilize the functions and features of the Zoho Projects platform.

Result-focused and personalized set up and configuration

We will go over and beyond to create processes that will help you leverage the software and configure it in a way that will help you get the best out of it based on what you need to succeed as a business in your industry.


To use Zoho Projects to your benefit, you need a configuration that takes into account your business goals, existing data, business size, audience type, business type, and current tech stack. Zoho Projects has different pricing stages tailored to match distinct business sizes and goals.

Your business might need advanced Zoho Projects features and integrations, or it might not. At QuakeCinch, we’ll help you tap into the features that matter and will see you achieve your desired results quickly and repeatedly drive success for you.


If you had previously hired a Zoho partner agency to configure your Zoho Projects account but the setup is not driving you the results you need and you believe you can get more from the platform than what they did for you, QuakeCinch can help you clean up your Zoho Projects dashboard and reconfigure it so the product works in a way that aligns with your business goals.

Continued Customer Support

At QuakeCinch, we walk the talk. We value customer relationships and you can rest assured that our team will be there to support you and help you take advantage of the latest Zoho Projects features and functions for your business success.

Extensive competitor migration

We also offer extensive competitor migration from pricey third-party software you currently use to the Zoho alternative. This way, we’ll help you select the right tech stack based on your business size, industry, and goals.
We’ll help you migrate from Asana, Jira, Monday.com, Trello, and other pricey competitors and third-party software without you losing your data.

A smooth onboarding process

QuakeCinch is not just concerned about helping you set up your Zoho Projects account. We’ll also give you an onboarding tailored toward your team’s strengths and expertise.

This onboarding will allow you and your team members to understand how to leverage the personalized setup we made for you for your business’ success.

Setting up a basic Zoho Projects account is a walk in the park and you could decide to do it yourself. However, one thing small and medium-sized businesses often discover is that their setup and configuration aren’t bringing them the needed results. 

Getting a certified Zoho Partner with years of experience on board will help you get the best Zoho Projects plan based on your business size, plans, data size, and goals.

Beyond selecting the best plan, QuakeCinch will also get you the setup and configuration that will help you generate meaningful results and ROI for your sales and marketing efforts.

Ready? Reach out to our team of Zoho experts now to get started with the first step!

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