Zoho Projects

Zoho Projects

Zoho Projects Consultants UK | Project Management, Automation & Delivery

Zoho Projects helps teams plan work, manage tasks, track progress and collaborate with complete visibility. We help businesses implement, integrate and configure Zoho Projects so teams can deliver projects more predictably, streamline handovers and improve accountability across every stage of delivery.

Zoho Projects gives your teams a central place to plan work, manage tasks, track progress and collaborate with complete visibility. With features such as task management, Gantt charts, milestones, time tracking, automation and built‑in communication tools, the platform provides everything you need to manage delivery from start to finish. By integrating Projects with Zoho CRM, People and Finance, you create a unified project environment that enhances accountability and keeps every project on track.

What is Zoho Projects?

Zoho Projects is a cloud‑based project management platform that helps teams plan, track and deliver work efficiently. The platform includes tools for task management, Gantt charts, milestones, time tracking, resource planning, automation and collaboration. When integrated with Zoho CRM, Zoho People and Zoho Finance, it becomes a complete delivery platform that connects sales, operations and billing.

Key Features of Zoho Projects

  • Task & Subtask Management: Structure work with tasks, dependencies and priorities.
  • Gantt Charts: Visualise timelines, critical paths and project progress.
  • Milestones: Track important deliverables and deadlines.
  • Time Tracking: Log billable and non‑billable hours.
  • Resource Management: Allocate work and manage team capacity.
  • Automation & Workflows: Automate reminders, transitions and approvals.
  • Issue & Bug Tracking: Manage risks, blockers and defects.
  • Collaboration: Utilise comments, feeds, chat and document sharing.
  • Client Portals: Collaborate with customers securely.
  • Reporting & Dashboards: Monitor progress, utilisation and performance.

Helping You Succeed with Zoho Projects

Zoho Projects works best when it reflects the way your organisation actually delivers work. Our team combines deep Zoho expertise with real project‑delivery experience, helping you build a project environment that’s structured, scalable and easy for your teams to adopt.

Our consultants can help you:

Shape workflows and task structures so your teams can manage projects in a way that matches your delivery model.

Design reusable project templates that standardise recurring project types and speed up your onboarding.

Integrate Projects with CRM, People, Finance, to streamline handovers, resource planning, billing and reporting.

Connecting third‑party applications to create a unified project environment.

Delivering practical, role‑focused training so your project managers, team members and stakeholders can collaborate effectively.

Automate reminders, approvals and task transitions.

Use Cases for Zoho Projects

  • Client Project Delivery: Manage tasks, timelines and client communication.
  • Internal Operations: Track internal projects, improvements and initiatives.
  • Professional Services: Manage billable work, time tracking and invoicing.
  • Implementation & Onboarding: Standardise delivery with reusable templates.
  • Product Development: Track sprints, bugs and releases.
  • Field Services: Coordinate work, resources and approvals.

Client Success Stories

Zoho Projects FAQ's

Q. Does Zoho Projects integrate with Zoho CRM?
A. Yes, you can create projects from deals and track progress in CRM.

Q. Can the application track time and bill clients?
A. Yes, time tracking integrates with Zoho Books for billing.

Q. Is the application included in Zoho One?
A. Yes, the full version is included in Zoho One.

Q. Can the platform manage multiple projects at once?
A. Yes, the platform supports portfolios, templates and cross‑project reporting.

Q. Does Zoho Projects support client collaboration?
A. Yes, clients can access secure portals.

Q. Does Zoho Projects support task dependencies and critical paths?
A.
Yes, you can set task dependencies and view critical paths directly in Gantt charts to manage timelines accurately.

Q. Can Projects automate task reminders and transitions?
A.
Yes, automation rules can trigger reminders, update fields, move tasks between statuses and notify team members.

Q. Does the platform include resource utilisation reporting?
A.
Yes, the platform provides resource allocation, workload charts and utilisation reports to help manage team capacity.

Q. Can Projects manage billable and non‑billable hours separately?
A.
Yes, time entries can be marked as billable or non‑billable and synced to Zoho Books for invoicing.

Q. Does Zoho Projects support project templates?
A.
Yes, you can create reusable templates for recurring project types to speed up onboarding and standardise delivery.

Q. Can clients upload files or comment on tasks in the client portal?
A.
Yes, clients can collaborate by commenting, uploading documents and reviewing progress securely.

Q. Does the platform support agile project management?
A.
Yes, the platform includes task boards, sprints, issue tracking and release planning for agile teams.

Q. Can Projects integrate with Zoho People for timesheets?
A.
Yes, time logs can sync with Zoho People for attendance, approvals and payroll workflows.

Q. Does Zoho Projects support document storage and version control?
A.
Yes, you can store files, track versions and collaborate on documents within each project.

Q. Can Projects manage risks, issues and RAID logs?
A.
Yes, risks, assumptions, issues and dependencies can be tracked centrally using custom modules or task lists.

Q. Does Zoho Projects support custom fields and layouts?
A.
Yes, you can customise fields, layouts and views to match your delivery processes.

Q. Can Zoho Projects send automated status updates to stakeholders?
A.
Yes, automated notifications and scheduled reports can keep stakeholders informed.

Q. Does the platform integrate with third‑party tools?
A.
Yes, the platform integrates with tools like Google Drive, Microsoft Teams, Slack and other apps via APIs.

Q. Can Zoho Projects track project budgets and expenses?
A.
Yes, planned budgets and expense tracking are supported, especially when integrated with Zoho Books.

Q. Does Zoho Projects offer mobile apps for teams on the go?
A.
Yes, iOS and Android apps allow teams to update tasks, log time and collaborate from anywhere.

Q. Can Zoho Projects restrict access based on roles or departments?
A.
Yes, role‑based permissions ensure users only see the projects and data relevant to them.

Q. Does Zoho Projects support multi‑project dashboards?
A.
Yes, portfolio dashboards allow you to track progress, utilisation and risks across multiple projects.

Q. Can Zoho Projects handle recurring tasks?
A.
Yes, recurring tasks can be scheduled for weekly, monthly or custom intervals.

Q. Does Zoho Projects support custom workflows for approvals?
A.
Yes, workflows can automate approvals for tasks, timesheets, documents and changes.

Q. Can Zoho Projects be used for internal operations as well as client delivery?
A.
Yes, many organisations use it for internal projects, improvements, onboarding and cross‑department initiatives.