Zoho Product · Australia
Zoho Projects consulting & implementation
Project delivery with tasks, timesheets, and client visibility
Overview
Zoho Projects tracks tasks, milestones, timesheets, and budgets. We set it up for how your team delivers work, whether that's client projects, internal initiatives, or field service jobs.
Key capabilities
- Task management with dependencies, subtasks, and Gantt charts
- Timesheet tracking with billable/non-billable hours
- Milestone and budget tracking with burn-down reports
- Document management and version control
- Client portal for project visibility and approvals
- Issue tracking and bug management
- Integration with Zoho CRM for deal-to-project handoff
- Automation with task rules and notification triggers
What we do with Zoho Projects
- →Design project templates for recurring engagement types
- →Set up timesheet workflows integrated with billing in Zoho Books
- →Configure client portals with appropriate visibility levels
- →Build dashboards for project health, utilisation, and profitability
- →Integrate with CRM so won deals automatically create projects
- →Train project managers and team leads on delivery workflows
Technical notes
For developers and technical evaluators
→ REST API for projects, tasks, milestones, timesheets, and bugs
→ Webhook events for task status and timesheet submissions
→ Integration with Zoho Sprints for agile development teams
→ Custom fields and project templates via API
→ Zoho Flow connectors for cross-app project automation
→ Export to CSV and integration with analytics tools
Ideal for
- •Professional services firms billing by the hour
- •Agencies managing multiple client projects
- •Internal teams tracking initiative delivery
- •Construction and trades managing job schedules
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