Mary Ann_Cucio_how to Use Zoho Projects

5/7/2018 Mary Ann_Cucio_how to Use Zoho Projects - slidepdf.com

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Tutorial

by: Mary Ann M. Cucio




Go to

www.soho.com/projects




If new to Zoho, signup and f ill out

inf ormation




If you have an account already, sign in




Create project portal inside

the box. Click ³Create New Portal´




Fill-out ³Project Name´ and ³Project

Overview´. Click ³Add Project´




How to edit a project?

In Home tab, under ³Active Projects´, mouse

over the ³Project Name´, select ³Edit Project´




Af ter selecting the ³Edit´ option, make the

necessary revision. Click ³Update´



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How to delete a project?

In Home tab, under ³Active Projects´, mouseover the ³Project Name´, select ³Delete Project´




From the ³Delete´ option, you may opt to

select ³Ok´ or ³Cancel´




How to associate primary client?

In Home tab, under ³Active Projects´, mouse

over the ³Project Name´, select ³Associate

Primary Client´




How to add new user?

In ³My Home´, you will f ind the ³NewUser" at the upper right hand then click




From the ³New User´ page, enter the User

email of the person you have selected on

the role he will per f orm




Sample screen shot of ³Company Users´




Choose f rom the ³User Role´ dropdown

menu the f unction to per f orm. Click ³Add

User´




Sample screen shot of an invite mail sent

f rom Zoho Projects to an Admin user




How to edit a user?

Mouse over the edit icon to amend projectrole




To amend user¶s role, select f rom the

³Company Role´ and click ³Update User

Prof ile´




How to delete a user?

Mouse over the delete icon then click

³Delete User´




How to add a client company?

From µMy Home´, look f or ³All Users´, ³ClientUsers´ and click ³Add User´




Af ter all inf ormation has been f illed out.

Click ³Add Client´



Mouse over the edit icon to edit client user and click ³Edit Company´


How to edit a client company?




Af ter amendments have been made, click

³Update Prof ile´




How to delete a client company?

Mouse over the delete icon and click

³Delete Company´




How to add a client user?

Click the ³

Client Users´. Enter user¶s

email. Click ³Add Client User´




How to edit a client user?

Mouse over edit icon, click ³Edit Client

User Prof ile´




Af ter revision has been made, click the

³Update User Prof ile´




How to delete a client user?

Mouse over garbage icon, click ³Delete

Client User´




Af ter selecting the ³Delete Client User´,

click ³Delete´




How to add a milestone?

S

elect the ³My Milestones´ tab.C

lick ³New Milestone´ icon located at the right

panel




Fill out milestone inf ormation and click

³Add Milestone´




How to edit a milestone?

Mouseover the milestone added. Click ³Edit Milestone´




Af ter update has been made, click ³Update

Milestone´




How to delete a milestone?

Mouseover the milestone added. Click ³Delete Milestone´




Click ³Ok´ if you want to delete the

milestone




³Upcoming, Overdue, Completed and

Archived Milestones are viewed in the

³Milestone Type´ dropdown menu




From the ³Task & Milestones´ tab, add

³New Task List´

How to add a task list?




Fill out the ³Task List Inf ormation´. Click

³Add Task List´




Save the task added and click ³Save task´




Once editing has done, click ³Update Task

List´



Mouse over a task and select ³Edit Task

List´


How to edit a task?




How to delete a task?

Mouseover a task and click ³Delete Task

List´




Select ³Ok´ if you¶re really sure to delete

the task




How to copy a task?

Mouseover a tasklist and click ³Copy Task´




S pecif y the number of times to be copied.

Click ³Copy Task´




How to move a task?

Mouseover a particular task, select ³Move Task´

f rom the menu




Click ³Move Task´ to move to the

destination tasklist.




How to mark a task complete?

Mouseover a particular task. Click ³Mark As Complete´




This project marks as complete and moves

it under the closed category.




How to reorder a task?

Click on the ³Reorder´ icon




Mouseover the task displays a drag and

drop icon

Click ³Save Order´ to save changes




How to export a task?

From the ³Task´ tab, click ³Export´ f rom

the right menu

ill h f i li k




Fill out the ³Export Inf ormation´. Click

³Export´ and ³Ok´ to Save File

H dd ?




How to add a note?

Mouseover a task.S

elect ³Add Note´.F

illout the note box. Click ³Add Note´ icon

H A i fi d ?




How to Associate f irst document?

Select a task. From the right menu, click ³Associate First Document´

Fill t ³D t I f ti ´ Cli k ³U l d




Fill out ³Document Inf ormation´. Click ³Upload

File´

H i f ?



How to associate f orums?


Af ter a category has been selected in the ³Forum´tab, click ³Associate Forum´

H t d l t i t d d t?




How to delete an associated document?

From the associated documents f ileuploaded, click the trash icon

T k D d i h l th j t




Task Dependency view helps the project

team to get bird's eye view of dependent

tasks

P d t k i h t t fi i h




Predecessor task is whose start or f inish

date determines the start or f inish date of

its successor task

S l ti ³All´ ill di l ³T k




Selecting ³All´ will display a ³Task

Property´ f orm

T k P ti i lid t d i f




Task Properties is a consolidated view of

dependency list, Resources, added notes

along with the task details

Cli ki th ³R ´ t b ill h th




Clicking the ³Resources´ tab will show the

resource name

Clicking the ³Gantt View´ will show the visual




Clicking the Gantt View will show the visual

presentation of open (red color) and closed (blue

color) tasks, tasklists and milestones of a project

Screen shot of closed tasks in bl e color bar




Screen shot of closed tasks in blue color bar

How to view open/closed milestones?




How to view open/closed milestones?

From the ³View´ option, select

³Open/Closed Milestones´

Gantt view of open and closed milestones




Gantt view of open and closed milestones

Gantt view of userbased report from the




Gantt view of userbased report f rom the

³Task Reports f or´ menu

How to upload a new file?




How to upload a new f ile?

From ³ Documents´ Tab, select Files link

f rom sub-menu

Click ³Upload New File´ from the right




Click Upload New File f rom the right

menu panel

Click ³Browse´ button to select files from




Click Browse button to select f iles f rom

your desktop then click ³Upload File´

To attach Zoho docs select ³Browse Zoho




To attach Zoho docs, select Browse Zoho

Docs. Click ³Attach´

To attach Google Docs select ³Browse Googe




To attach Google Docs, select Browse Googe

Docs´. Click ³Authenticate Google´ to access

your documents.

Select a file from the attached Google




Select a f ile f rom the attached Google

Docs. Click µOk´

How to create a document in Zoho Writer?




How to create a document in Zoho Writer?

From ³Documents´ tab, Click ³New

Document´

Click ³Create a New Document´ to direct




Click Create a New Document to direct

you to Zoho Writer

How to create a spreadsheet in Zoho Sheet?




How to create a spreadsheet in Zoho Sheet?


S preadsheet´

Click ³Create a New Spreadsheet´ to direct




Click Create a New S preadsheet to direct

you to Zoho Sheet

How to create a presentation in Zoho



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How to create a presentation in Zoho

Show?


Presentation´

Click ³Create a New Presentation´ to direct




Click Create a New Presentation to direct

you to Zoho Show

How to upload latest version of a file?




How to upload latest version of a f ile?

From the ³Documents´ menu, mouseover on a

particular f ile, select ³Upload New Version f ile´

This uploads the latest version of a file




This uploads the latest version of a f ile.

Click ³Upload Document´

How to move a file?




How to move a f ile?

Go to ³Move File´ menu. Select f ile to

move. Click ³Move File´

How to delete a file




How to delete a f ile

Select ³Delete

File´ option

f rom the menu.

Click ³Ok´ to conf irm deletion

How to add a new folder



How to add a new f older


Click the µAdd Folder´ link. Enter the

f older name. Click ³Add Folder´ icon

How to edit a folder?




How to edit a f older?

Click the edit icon. Change the f older nameand click enter

How to delete a folder?




How to delete a f older?

Click the garbage icon. Select ³Ok´ todelete f older

Folder view




Folder view

How to find a document version?




How to f ind a document version?

Click the version number to display various

versions of a document with description

How to add comment?




ow o dd co e ?

Click the ³Add Comment´ link. Type your

comment inside the dialog box. Click the ³Add

Comment´

How to update description?




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Click the edit icon. Type a description inside the

dialog box and click ³Update´

How to edit a comment?



Click the edit icon. Type your comment update

inside the dialog box. Click ³Add Comment´


How to delete a comment?




Click the garbage icon and it automatically

deletes the f ile comment

How to upload statistics?




p

From the ³Documents´ tab, click ³UploadStatistics.´ Shown here is a userwise count

Right click to choose save options




Right click to choose save options

How to add a new task in the calendar?



Mouseover a particular date on a calendar.

Click the blue icon to add ³New Task´


How to add a new milestones in the



Mouseover a particular date on a calendar.Click the green icon to add ³New

Milestones´


calendar?

How to add a new meeting in the calendar?




Mouseover a particular date on a calendar.Click the orange icon to add ³New

Meeting´


g

Screen shot of all tasks, milestones, meetings assigned to

i l b f i l h




a particular team member f or a particular month

How to schedule a meeting?




g

Fill out ³Meeting Inf ormation´ and click ³

Schedule Meeting´

You can add notes, edit, delete meeting by




g y

clicking the links appropriately

To associate documents f or a meeting, click




³Associate´ f or the attendees to become aware of

the agenda prior to the meeting.

Click on the ³Bug´. Type the subject and




the detail of an issue inside the dialog box

Click ³Dashboard´ to show project overview of




all project related activities and task progress

Click ³Forums´ to post new f orum in the




dialog box.

Click ³Wiki´ to show the f iles in it



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From the ³Chat´ menu, click ³New Topic´



to initiate chat topic


Google Apps Integration




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Zoho Projects complements the Google Apps

experience by off ering integration with Google

Docs and Google Calendar plus the ability to

embed Zoho Projects inf ormation directly inside

iGoogle, Gmail and Google Sites.

Click ³Users´ to see project users. To add




user, click ³Add User´




Zoho Projects collaborates with email and

would be able to add notes f or your tasks,

associate documents f or your task, post

comments tof orums, attach

f iles in

f orums ± all through an email

How to attach f iles f or a task via email?




Look f or email link present at the bottom of

the f orum post. Copy email and compose amail.

You will f ind the f ollowing comment ³To post a



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comment to this forum post Reply ABOVE THIS

LINE .

´ Type in the required comments abovethis time and click send . Your comments in email

will automatically posted for the forum post .



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